Top 1615 Client advisor Jobs in Walnut Creek Ca

Client Service Associate - Associate Financial Advisor
Pollak & Pollak Wealth Management —Orinda, CA
- $65,000 - $100,000 a year
- 8 hour shift
- Office
- Administrative experience
- Bachelor's degree
- Profit sharing
- Paid training
Quick Apply
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $101,000 - $113,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Client Advisor- Walnut Creek, CA
Tiffany & Co. —Walnut Creek, CA
- $22.19 - $30.02 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
Beauty Advisor - Part Time
Sephora —Concord, CA
- $22.60 - $26.00 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Retail Associate - Broadway Plaza
Aritzia —Walnut Creek, CA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Advisor- San Francisco
Tiffany & Co. —San Francisco, CA
- $22.19 - $30.02 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
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
Financial Advisor - OR, NY, NJ, FL, or CA
Current —San Francisco, CA
- $150,000 - $600,000 a year
- Full-time
- Remote
- Financial services
- Senior level
- Disability insurance
- Health insurance
Associate Client Advisor
Voya Financial —Walnut Creek, CA
- $100,000 - $110,000 a year
- Full-time
- Research
- Mid-level
- Business development experience
- Paid holidays
- Health insurance
Life/Health Insurance Position - State Farm Agent Team Member
Tim McGallian - State Farm Agent —Clayton, CA
- $22 - $28 an hour
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Associate Director, East Bay Small Business Development Center
NorCal Small Business Development Center —Hayward, CA
- $95,000 - $125,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Google Workspace
- Management
- Health insurance
- Dental insurance
Quick Apply
10d
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab —Walnut Creek, CA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
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
7d
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —Pleasanton, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Relationship Manager I
City National Bank —Pleasanton, CA
- $65,296 - $104,304 a year
- Mid-level
- 3 years
- Business development experience
- Health insurance
- Dental insurance
Senior Private Banker
BMO Financial —San Francisco, CA
- $122,400 - $228,000 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
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
Financial Advisor - 10 Years Required
Bedell Frazier —Walnut Creek, CA
- $135,000 - $175,000 a year
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor II
Patelco Credit Union —San Francisco, CA
- $32.50 an hour
- Full-time
- 5 years
- Computer literacy
- Basic math
- Paid holidays
- Health insurance

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client advisor jobs near walnut creek ca

Client Service Associate - Associate Financial Advisor

Pollak & Pollak Wealth Management
Orinda, CA

Quick Apply

Job Details

Full-time
$65,000 - $100,000 a year

Benefits

Profit sharing
Paid training
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Teamwork
Phone communication
Administrative experience
Client database systems
Bachelor's degree
Attention to detail
Financial services
CRM system proficiency
Productivity software
Client email correspondence
Office experience

Full Job Description

Pollak & Pollak Wealth Management

Client Service Associate

Location: Orinda, CA (In-office)

Compensation: $65,000 – $100,000 DOE + Bonus Opportunities

About Us

Pollak & Pollak Wealth Management is an independent Ameriprise Financial advisory practice known for delivering a high-touch, comprehensive, and personalized client experience. We operate in a fast-paced, collaborative environment and are committed to helping our clients—and our team—thrive.

We are seeking a polished, proactive Client Service Associate who will play an instrumental role in elevating our client experience and supporting the operational heartbeat of the practice.

Position Summary

As a Client Service Associate, you will ensure the smooth, efficient, and compliant operation of our advisory practice. You’ll work closely with our advisors to support day-to-day business functions, manage client interactions, prepare documentation, and maintain key systems.

This role requires exceptional attention to detail, clear communication, professionalism, and a sincere commitment to client service. You’ll be the face of the practice for many clients—helping to strengthen relationships and deliver the exceptional experience that defines Pollak & Pollak.

Responsibilities will evolve as the practice grows, offering opportunities for increased responsibility and professional development.

What You’ll Do

Business Operations (50%)

Partner with Ameriprise home office to ensure accurate account setup and resolve issues promptly.
Provide clients with timely, accurate information related to account maintenance and service needs (within allowable guidelines).
Maintain client files and records in accordance with regulatory and firm retention policies.
Support advisors with administrative tasks and practice management initiatives.
Offer insights on optimizing key platforms (MOD, Go Social, Advisor website, etc.) to drive practice efficiency.

Client Care & Relationship Support (50%)

Maintain our client relationship management (CRM) system with accuracy and consistency.
Initiate scheduling calls to clients and prospects; manage calendars efficiently.
Draft client correspondence and handle client appreciation communications.
Prepare for and participate in client meetings as needed.
Execute client transaction requests under advisor direction.
Coordinate client events, appreciation activities, and educational seminars.
Serve as the first point of contact for inbound inquiries and new-client interest.

What Makes You a Great Fit

Exceptional organization and meticulous attention to detail
Professional, warm, and clear communication skills
Ability to prioritize and manage multiple tasks in a fast-paced environment
Polished phone presence and client-facing demeanor
Strong judgment and ability to follow compliance requirements
Positive attitude, team-oriented mindset, and eagerness to learn
Desire to contribute meaningfully to a growing advisory practice

Qualifications

Bachelor’s degree or equivalent professional experience
3+ years of office or administrative experience (financial services preferred)
Ability to obtain securities licensing (Series 7, Series 66) and state insurance

licenses—preferred if already completed

Proficiency with CRM systems and Microsoft Office

Compensation & Benefits

Salary: $65,000 – $100,000 DOE

Additional Compensation: Performance bonus, yearly bonus, profit-sharing opportunities

Benefits Include:

401(k) with firm match
Health, dental, and vision insurance
Life insurance
Paid time off & paid training
Parental leave
Professional development assistance & tuition reimbursement
Employee discounts
Retirement plan
Flexible schedule (within office hours)

Schedule:

Full-time, Monday–Friday
Standard 8-hour workday
No nights or weekends

Work Location: In-person at our Orinda, CA office (relocation required prior to start)

We’re Committed to Your Success

You’ll receive hands-on training, mentorship, and opportunities to grow your career in a

supportive environment. At Pollak & Pollak, we invest in people who invest in excellence.

Learn more about us: www.pollakandpollak.com

Keywords: Wealth Management, Paraplanner, Associate Financial Advisor, Series 7, SIE, Client Service

Job Type: Full-time

Pay: $65,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Health insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in walnut creek ca

Client Service Associate - Associate Financial Advisor

Associate Wealth Advisor, Schwab Wealth Advisory

Client Advisor- Walnut Creek, CA

Beauty Advisor - Part Time

Retail Associate - Broadway Plaza

Client Advisor- San Francisco

Client Advisor, Part-Time - Union Square

Financial Advisor - OR, NY, NJ, FL, or CA

Associate Client Advisor

Life/Health Insurance Position - State Farm Agent Team Member

Associate Director, East Bay Small Business Development Center

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Lenox Advisors - Financial Advisor

Client Advisor

CNO Financial Advisor - Hybrid Remote (CA)

Relationship Manager I

Senior Private Banker

Entry Level - Wealth Management Associate

Financial Advisor - 10 Years Required

Financial Advisor II

I want to receive the latest job alert for client advisor in walnut creek ca

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