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Client Advisor Jobs in Livermore, CA (6,254)

Mid-Market Account Manager

Blackline Systems
Pleasanton, CA
Icon: salary
$750 / week

Remote Client Advisor

Hope's Global Getaways
🌎 Remote
New
Remote

Client Advisor

MCM Worldwide
Santa Clara, CA

Client Advisor- San Jose

Tiffany &
Santa Clara, CA
Hospitality
Icon: salary
$22.19 / hour

Client Advisor- Walnut Creek, CA

Tiffany &
Walnut Creek, CA
New
Hospitality
Icon: salary
$22.19 / hour

Benefit Client Advisor

Austin Benefits Group
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
Education
‌

Remote Client Advisor

AO Globe Life
🌎 Remote
New
Remote
Education
‌

Client-First Banking Advisor

Fairygodboss
Pleasanton, CA
New
‌

Private Client Banking Advisor

Koitecc Solutions
San Ramon, CA
New
‌

Client-Focused Banking Advisor

Citigroup
Fremont, CA
New
‌

Client Relationship & Solutions Advisor

Chase
Fremont, CA
‌

Wealth Management Client Advisor

Bank of America
Walnut Creek, CA
Diversity Leader
Eco-Friendly
Icon: salary
$60k - $100k / year
‌

Tax Advisor: Build Client Confidence & Growth

H&R Block
Pleasanton, CA
New
‌

Client-Centric Financial Planning Advisor

VALID8 Financial
Walnut Creek, CA
New
‌

Luxury Client Advisor: Elevate VIP Experiences

Louis Vuitton
Santa Clara, CA
Hourly
Icon: salary
$25 / hour
‌

Senior Wealth Advisor & Client Strategy Lead

Charles Schwab
Walnut Creek, CA
New
‌

Private Client Advisor: Wealth & Relationship Architect

Aumni
San Ramon, CA
‌

Premier Client Advisor: Wealth & Banking Solutions

Bmo
Fremont, CA
Health Insurance
Icon: salary
$63.3k - $117.2k / year
‌

Financial Solutions Advisor Client Planning & Growth

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

Financial Solutions Advisor: Licensing & Client Advisory

Bank of America
Tracy, CA
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $33.65 / hour
‌

Senior Wealth Advisor & Client-Centric Leader

Charles Schwab
Walnut Creek, CA
New
‌

Wealth Advisor - Client-Focused Fiduciary, Hybrid

Mercer Advisors
Walnut Creek, CA
Hybrid
‌

Relationship Banker II - Digital-First Client Advisor

U.S. Bank
Union City, CA
New
‌

HNW Wealth Advisor Growth & Client Impact

First Citizens Wealth
Santa Clara, CA
Icon: salary
$106k - $150k / year
‌

Wealth Advisor - CFP-Certified, Client Growth & Planning

HighTower Advisors
San Ramon, CA
New
Health Insurance
Icon: salary
$100k - $120k / year
‌

Associate Wealth Advisor - Client-Focused Planning & Growth

HighTower Advisors
San Ramon, CA
New
401(k)
Dental Insurance
Icon: salary
$75k - $80k / year
‌

Wealth Advisor: Grow Client Wealth & Equity Path

CAPTRUST
San Ramon, CA
New
‌

Private Client Wealth Advisor Relationship-Driven Planning

Chase
Hayward, CA
Health Insurance
‌

Financial Solutions Advisor I: License Path and Client Impact

Bank of America
Fremont, CA
New
Diversity Leader
Eco-Friendly
‌

Client Success Manager

The Surplus Line Association of California
San Ramon, CA
Icon: salary
$100k - $130k / year
‌

Client-Focused Financial Solutions Advisor (SIE/Series 7/66)

Bank of America
Antioch, CA
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $33.65 / hour
‌

Insurance Account Manager | Growth & Client Success

Jeff Chaput - State Farm Agent
Pittsburg, CA
New
‌

Client Success Manager

Jobr
Santa Clara, CA
New

Job Description

Working as a Client Advisor in Livermore, CA

There are 6,254 Client Advisor opportunities available in Livermore, 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 Livermore, CA

  • San Francisco, CA
  • San Jose, CA
  • Oakland, CA

Client Advisors in Livermore, CA Resume Data

Average Experience for Client Advisors in Livermore, CA

  • More than 10 years: 59%
  • 6-10 years: 29%
  • 3-5 years: 10%
  • 1-2 years: 1%
  • Less than 1 year: 0%

Educational Background for Client Advisors in Livermore, CA

  • Bachelors: 46%
  • Masters: 23%
  • Diploma: 17%
  • Associates: 12%
  • Doctorate: 3%

Top Skill for Client Advisors in Livermore, CA

  • Customer focus & orientation: 20%
  • Attention to detail: 14%
  • Sales skills: 12%
  • Work style: Reliability: 11%
  • Administrative assistant/receptionist: 10%
  • Customer service: 8%
  • Management & leadership skills: Planning & execution: 7%
  • Spreadsheets with Microsoft Excel: 6%
  • Verbal communication: 6%
  • Management & leadership skills: Impact & influence: 6%

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    Client Advisor jobs near Livermore, CA

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