Top 1282 Client advisor Jobs in Pleasanton, 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
Registered Sales Assistant
Patelco Credit Union —Castro Valley, CA
- $29.50 an hour
- Full-time
- Spanish
- English
- Research
- Paid holidays
- Health insurance
Student Services Officer 2
Stanford University —Stanford, CA
- $94,998 - $112,502 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
Student Services Manager
Stanford University —Stanford, CA
- $105,000 - $115,000 a year
- Weekends as needed
- Hybrid work
- Data analysis skills
- Mid-level
- 3 years
- Flexible schedule
Director, Learning & Development
Ross Stores —Dublin, CA
- $119,800 - $225,250 a year
- Hybrid work
- 7 years
- Office
- Bachelor's degree
Beauty Advisor - Part Time
Sephora —San Ramon, CA
- $22.60 - $26.00 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Row Program Advisor, Office of Residential Education
Stanford University —Stanford, CA
- $113,000 - $120,000 a year
- Multiple hires
- Hybrid work
- Customer service
- 5 years
- Mid-level
Licensed Beauty Advisor - Part Time
Sephora —Pleasanton, CA
- $24.00 - $27.60 an hour
- Part-time
- Hospitality
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Academic Coach, Neurodiversity Focus
Stanford University —Stanford, CA
- $100,000 - $109,000 a year
- Full-time
- Hybrid work
- Doctoral degree
- Customer service
- Writing skills
- Opportunities for advancement
3d
Expert Client Advisor, Watches & Jewelry - Valley Fair
Louis Vuitton —Santa Clara, CA
- $30 - $36 an hour
- Mid-level
- Training & development
- Commercial
- Disability insurance
- Health insurance
Client Advisor - Palo Alto
Louis Vuitton —Palo Alto, CA
- $25 - $29 an hour
- Mid-level
- Fair chance
- Commercial
- Paid time off
- Employee discount
Academic Success Counselor, Stanford Law School
Stanford University —Stanford, CA
- $105,114 - $115,029 a year
- Full-time
- Hybrid work
- School experience
- Writing skills
- Mid-level
Career Development and Alumni Engagement Manager
Stanford University —Stanford, CA
- $91,874 - $108,373 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Master's degree
3d
Application Consultant
eCIFM Solutions —San Ramon, CA
- $125,000 a year
- Full-time
- Customer service
- Mid-level
- Java
Registered Client Service Associate
Morgan Stanley —Pleasanton, CA
- $75,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Talent Development Consultant
Adobe —San Jose, CA
- $142,700 - $206,600 a year
- Full-time
- Continuous improvement
- Travel
- Fair chance
Office Coordinator
Hulberg and Associates, Inc. dba Valbridge Property Advisors —San Ramon, CA
- $48,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
5d
Senior Director, Store Operations Planning and Admin
Ross Stores —Dublin, CA
- $158,300 - $297,950 a year
- Hybrid work
- Writing skills
- Office
- Conflict management
Talent Acquisition, Recruiter
Ross Stores —Dublin, CA
- $81,000 - $121,800 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Client Contact Center Specialist
Fremont Bank —Livermore, CA
- $26.01 - $34.95 an hour
- Weekends as needed
- Mid-level
- Analysis skills
- Experience equivalent to degree accepted
Quick Apply

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client advisor jobs near pleasanton, 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 pleasanton, ca

Lenox Advisors - Financial Advisor

Registered Sales Assistant

Student Services Officer 2

Student Services Manager

Director, Learning & Development

Beauty Advisor - Part Time

Row Program Advisor, Office of Residential Education

Licensed Beauty Advisor - Part Time

Academic Coach, Neurodiversity Focus

Expert Client Advisor, Watches & Jewelry - Valley Fair

Client Advisor - Palo Alto

Academic Success Counselor, Stanford Law School

Career Development and Alumni Engagement Manager

Application Consultant

Registered Client Service Associate

Talent Development Consultant

Office Coordinator

Senior Director, Store Operations Planning and Admin

Talent Acquisition, Recruiter

Client Contact Center Specialist

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

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