Joblist Logo
Post a JobLog In
Joblist

Client Advisor Jobs in Goleta, CA (1,351)

Luxury Interior Design Consultant: Client Experience Lead

RH-USA
Santa Barbara, CA

Automotive Service Advisor - Customer Liaison & Sales

American Tire Depot
Santa Barbara, CA
Health Insurance

Account Manager, Personal Lines

Squaremouth
Santa Barbara, CA

Account Executive, KSBY

The E.W. Scripps
Santa Barbara, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$55k - $60k / year

Client Financial Advisor Sales Assistant

Macpower Digital Assets Edge
Carpinteria, CA
New

Account Manager, WM Advisory

Northern Trust
Santa Barbara, CA
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$77.6k - $128.2k / year
‌

Wealth Advisor (Santa Barbara, CA)

Mercer Advisors
Santa Barbara, CA
New
Hospitality
Vision Insurance
Parental Leave
Icon: salary
$85k - $145k / year
‌

Merrill Advisor Development Program - Financial Advisor: Valley Coast Market

Bank of America
Santa Barbara, CA
New
Diversity Leader
Eco-Friendly
‌

Financial Solutions Advisor - CA Coastal Region

Bank of America
Goleta, CA
Diversity Leader
Eco-Friendly
‌

Senior Client Service Associate (Santa Barbara, CA)

Raymond James Financial Services
Santa Barbara, CA
New
Icon: salary
$55k - $75k / year
‌

Remote Customer Enrollment Client Advisor

AO Globe Life
🌎 Remote
Remote
‌

Client Service Advisor

Digital Check
🌎 Remote
New
Remote
Hybrid
‌

Client Solutions Advisor

Bank of America
Santa Barbara, CA
New
Hourly
Diversity Leader
Eco-Friendly
‌

Financial Advisor: Build Your Own Client-Focused Practice

Edward Jones
Santa Barbara, CA
‌

Senior Private Wealth Advisor, Practice Lead (Remote/Hybrid in Northern California)

Empower Careers
🌎 Remote
New
Remote
Hybrid
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$125.4k - $181.9k / year
‌

ERP Technical Consultant

Platform Accounting Group
Goleta, CA
Icon: salary
$75k - $145k / year
‌

Account Manager

Spectrum Financial
Santa Barbara, CA
New
Icon: salary
$40k - $42.5k / year
‌

Account Manager

Spectrum
Santa Barbara, CA
Icon: salary
$40k - $42.5k / year
‌

Wealth Advisor: Build a Client Book (CFP)

Mercer Advisors
Santa Barbara, CA
New
Dental Insurance
Vision Insurance
‌

Client-Focused Financial Solutions Advisor

Bank of America
Santa Barbara, CA
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Client Relationship Pro Digital Banking Advisor

U.S. Bank
Santa Barbara, CA
‌

Wealth Advisor: Grow Client Wealth & Equity Path

CAPTRUST
Santa Barbara, CA
‌

Wealth Advisor - Lead Client Growth & Comprehensive Planning

Dormont Manufacturing
Santa Barbara, CA
New
‌

Senior Private Wealth Advisor, Practice Lead (Remote/Hybrid in Northern California)

Empower
🌎 Remote
Remote
Hybrid
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$125.4k - $181.9k / year
‌

Commercial Account Manager (Remote)

ProCore CPA
🌎 Remote
New
Remote
Hybrid
Icon: salary
$47 - $59 / hour
‌

Financial Advisor Assistant

Northwestern Mutual
Santa Barbara, CA
Health Insurance
Vision Insurance
Icon: salary
$50k - $60k / year
‌

Account Manager, Personal Lines

HUB International
Santa Barbara, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$80k - $95k / year
‌

Regional Account Manager, Personal Lines

Squaremouth
Santa Barbara, CA
New
Icon: salary
$225k / year
‌

Regional Account Manager, Personal Lines

HUB International
Santa Barbara, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$65k - $75k / year
‌

Wealth Advisor - Mechanics Bank at LPL Financial Santa Barbara, CA

Downtown Boulder Partnership
Santa Barbara, CA
New
Icon: salary
$68.6k - $80k / year
‌

Senior Client Service Associate (Santa Barbara, CA)

Raymond James
Santa Barbara, CA
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$55k - $75k / year
‌

Account Manager

Avoca
Santa Barbara, CA
New
PTO
Dental Insurance
Vision Insurance
Icon: salary
$240k - $280k / year
‌

Remote Senior Energy Consultant & Client Advisor

Kinect Energy
🌎 Remote
Remote

Job Description

Working as a Client Advisor in Goleta, CA

There are 1,351 Client Advisor opportunities available in Goleta, CA all with unique requirements.

A Client Advisor is responsible for identifying gaps in client knowledge and providing continuous support to enhance client satisfaction. Responsible for taking ownership of complicated client accounts while growing the relationship through education, advice, and action. Similarly, this role is often accountable for acquiring, building, maintaining, and growing relationships with clients and assisting with account partnership renewals.

Client Advisor jobs near Goleta, CA

  • Santa Barbara, CA
  • Ventura, CA
  • Oxnard, CA

Daily Jobs in Your Email

    By creating a job alert, you agree to the Joblist Terms of Use and Privacy Policy and to receiving marketing emails.

    Need Extra Help?

    Answer a few short questions and we'll create a personalized set of job matches.

    From Our Blog

    The Ways Job Applicants Can Stand Out in a Crowded Market

    How Job-Seekers Are Finding New Opportunities During a Pandemic

    Client Advisor jobs near Goleta, CA

    • Carpinteria, CA
    • Solvang, CA
    • Buellton, CA
    • Santa Ynez, CA