Top 1789 Client advisor Jobs in Oakland, Ca

Lenox Advisors - Financial Advisor
Lenox Advisors —Walnut Creek, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Advisor
CH Carolina Herrera —San Francisco, CA
- $20 - $24 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
10d
Client Advisor
CH Carolina Herrera —San Francisco, CA
- $20 - $24 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
Entry Level - Wealth Management Associate
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Senior Sales Director, Corporate Dining
Infuse Hospitality —San Francisco, CA
- $130,000 - $150,000 a year
- Full-time
- Bachelor's degree
- Food service experience
- Contracts
Client Advisor, Part-Time - Union Square
Louis Vuitton —San Francisco, CA
- $23 - $29 an hour
- Part-time
- Fair chance
- Entry level
- Commercial
- Paid time off
- Employee discount
Beauty Advisor - Part Time
Sephora —Emeryville, CA
- $22.60 - $26.00 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Beauty Advisor - Flex
Sephora —Emeryville, CA
- $22.60 - $26.00 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Client Advisor, Cartelligent - Car Buying, Solved
Cartelligent —Sausalito, CA
- $100,000 - $200,000 a year
- Full-time
- Google Workspace
- Mid-level
- Bachelor's degree
- 401(k) matching
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AMI Melrose - Client Advisor
AMI Paris —Melrose, CA
- $21 - $23 an hour
- Full-time
- Merchandising
- Mid-level
- 2 years
Client Advisor
Bessemer Trust Company, N.A. —San Francisco, CA
- $135,000 - $185,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Profit sharing
- Paid parental leave
Director, Learning & Development
Ross Stores —Dublin, CA
- $119,800 - $225,250 a year
- Hybrid work
- 7 years
- Office
- Bachelor's degree
Household Manager
Concentric —San Francisco, CA
- $160,000 - $175,000 a year
- Weekends as needed
- Hospitality
- 5 years
- Residential
- AD&D insurance
- Disability insurance
Quick Apply
9d
Retail Associate - Broadway Plaza
Aritzia —Walnut Creek, CA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Housekeeper, San Francisco
Concentric —San Francisco, CA
- $40 - $60 an hour
- Residential
- US work authorization
- Entry level
- AD&D insurance
- Disability insurance
Quick Apply
9d
Copy of Senior Client Advisor
A.P.C. —San Francisco, CA
- Full-time
- Sales
- Mid-level
Licensed Beauty Advisor - Part Time
Sephora —Emeryville, CA
- $24.00 - $27.60 an hour
- Part-time
- Hospitality
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Client Service Associate
Cerity Partners —San Francisco, CA
- $90,000 - $120,000 a year
- Email
- Hybrid work
- Bachelor of Science
- Data analysis skills
- Mid-level
- Commuter assistance
- Dental insurance
9d
Client Advisor- San Francisco
Tiffany & Co. —San Francisco, CA
- $22.19 - $30.02 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- Cash register
Private Client Team - Client Service Associate
Dodge & Cox —San Francisco, CA
- $130,000 - $185,000 a year
- Full-time
- CPA
- 5 years
- Bachelor of Science
- Retirement plan

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client advisor jobs near oakland, ca

Lenox Advisors - Financial Advisor

Lenox Advisors -
Walnut Creek, CA

Quick Apply

Job Details

Full-time
$75,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Estate planning needs analysis
Customer communication
Financial sales
Customer relationship building
Referral-based lead generation
Investment management advisory services
Military
Identifying new business opportunities
Sales referrals
Mid-level
Estate planning advisory services
Business development
Bachelor's degree
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Business development within finance
Client acquisition
Insurance for risk management
Client referrals
Insurance sales
Estate planning
Retirement planning advisory services
Communication skills
Sales follow-up
Consultative selling
Senior leadership
Closing sales

Full Job Description

Financial Advisor

Overview

Who we are:

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.

Responsibilities

What you’ll be doing:

Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales.
Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
Network regularly with existing clients and referrals to build relationships and gain referral business.
Be your clients’ main point of contact and accountable for responding to their questions and concerns.
Be part of a broader team all working together to build client loyalty through a “one team” approach.

Qualifications

What we’re looking for:

The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork, and accountability.
Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs.
A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in language that clients understand.
Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in:
Sales, business development, or relationship management
Executive leadership
Former athletes
Military background
You’re results-driven, highly motivated, self-starter

Bachelor's degree and/or career changer
Obtain, with training, State Variable Life & Health License and FINRA licensing including the SIE, Series 7 and Series 66

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities
Commission pay

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in oakland, ca

Lenox Advisors - Financial Advisor

Client Advisor

Client Advisor

Entry Level - Wealth Management Associate

Senior Sales Director, Corporate Dining

Client Advisor, Part-Time - Union Square

Beauty Advisor - Part Time

Beauty Advisor - Flex

Client Advisor, Cartelligent - Car Buying, Solved

AMI Melrose - Client Advisor

Client Advisor

Director, Learning & Development

Household Manager

Retail Associate - Broadway Plaza

Housekeeper, San Francisco

Copy of Senior Client Advisor

Licensed Beauty Advisor - Part Time

Client Service Associate

Client Advisor- San Francisco

Private Client Team - Client Service Associate

I want to receive the latest job alert for client advisor in oakland, ca

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