Client Advisor Jobs in Goleta, CA (949)
REMOTE Senior Estate Planning Attorney — Established Regional Firm — Up to $300k Total Comp
Jobot
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$150k - $225k / year
Travel Advisor
Santa Barbara Travel
Montecito, CA
Senior Solutions Architect (RapidScale)
Cox Communications
Goleta, CA
New
Parental Leave
$155.2k - $232.8k / year
BOTTEGA VENETA Client Advisor, Rosewood Miramar
Kering
Santa Barbara, CA
New
Hourly
$19 - $21 / hour
ERP Technical Consultant
Platform Accounting Group
Goleta, CA
New
Hourly
$36 - $70 / hour
Senior Client Service Associate (Santa Barbara, CA)
Raymond James Financial Services
Santa Barbara, CA
Dental Insurance
Vision Insurance
Parental Leave
$45k - $75k / year
‌
Experience of Care Consultant
Sutter Health
Goleta, CA
$94.8k - $142.3k / year
‌
Client Solutions Advisor
Bank of America
Santa Barbara, CA
New
Hourly
Diversity Leader
Eco-Friendly
‌
Client Financial Advisor Sales Assistant
Macpower Digital Assets Edge Private Limited
Carpinteria, CA
$50k - $57k / year
‌
Wealth Advisor: Build a Client Book (CFP)
Mercer Advisors
Santa Barbara, CA
Dental Insurance
Vision Insurance
‌
BOTTEGA VENETA Client Advisor, Rosewood Miramar
Kering SA
Santa Barbara, CA
Hourly
$19 - $21 / hour
‌
Wealth Advisor: Grow Client Wealth & Equity Path
CAPTRUST
Santa Barbara, CA
New
‌
J.P. Morgan Wealth Management - Private Client Advisor - Santa Barbara, CA (State St)
JPMorgan Chase Bank, N.A
Santa Barbara, CA
Health Insurance
Education
$70.3k / year
‌
Account Manager, WM Advisory
Northern Trust Corp
Santa Barbara, CA
401(k)
Dental Insurance
Vision Insurance
$77.6k - $128.2k / year
‌
Wealth Advisor (Santa Barbara, CA)
Mercer Advisors
Santa Barbara, CA
Hospitality
Dental Insurance
Vision Insurance
Parental Leave
$85k - $145k / year
‌
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
Bank of America
Santa Barbara, CA
Diversity Leader
Eco-Friendly
$80k - $90k / year
‌
Senior Project Manager & Account Manager
Stantec
Santa Barbara, CA
Flexible Schedule
$275.2k - $275.2k / year
‌
Commercial Account Manager (Remote)
Procore
🌎 Remote
Remote
$47 - $59 / hour
‌
Commercial Account Manager (Remote)
Procore Technologies
🌎 Remote
Remote
$47 - $59 / hour
‌
Wealth Advisor - Mechanics Bank at LPL Financial Santa Barbara, CA
Downtown Boulder Partnership
Santa Barbara, CA
$68.6k - $80k / year
‌
Senior Client Service Associate (Santa Barbara, CA)
Raymond James Financial
Santa Barbara, CA
Dental Insurance
Vision Insurance
Parental Leave
$45k - $75k / year
‌
Account Manager II, Personal Lines
Hub International Ltd
Santa Barbara, CA
Dental Insurance
Vision Insurance
$65k - $65k / year
‌
Regional Account Manager, Personal Lines
Hub International Insurance
Santa Barbara, CA
Dental Insurance
Vision Insurance
$65k - $75k / year
‌
Client Relationship Consultant I - Digital Banking
U.S. Bank
Santa Barbara, CA
Dental Insurance
Vision Insurance
Parental Leave
$20.34 - $24.86 / hour
‌
Client Relationship Consultant 2 (Banker) - Goleta-Fairview - Goleta, CA
U.S. Bancorp
Goleta, CA
Dental Insurance
Vision Insurance
Parental Leave
$23.19 - $28.35 / hour
‌
Customer Service Representative
GTT
Buellton, CA
Hourly
401(k)
Dental Insurance
Vision Insurance
$22.50 / hour
‌
Beauty Sales Consultant
CVS Health Corp
Santa Barbara, CA
Hourly
Retail
Dental Insurance
Vision Insurance
Education
$18.90 - $27.90 / hour
‌
Associate Account Manager
BrightView Holdings
Goleta, CA
401(k)
Dental Insurance
Vision Insurance
Education
$70.3k - $80k / year
‌
Associate Account Manager
BrightView Landscapes
Goleta, CA
401(k)
Dental Insurance
Vision Insurance
Education
$70.2k - $80k / year
‌
Registered Client Service Associate
Morgan Stanley
Santa Barbara, CA
$34.3k - $90k / year
‌
Client Advisor
AO Globe Life
🌎 Remote
Remote
‌
ESOP Client Advisor
CSG Partners
🌎 Remote
Remote
$100k - $130k / year
‌
Remote Customer Enrollment Client Advisor
AO Globe Life
🌎 Remote
Remote
Job Description
Working as a Client Advisor in Goleta, CA
There are 949 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
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Client Advisor jobs near Goleta, CA
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