Client Advisor Jobs in Santa Ana, CA (1,707)
Vice President, Business Development (Media & Travel)
Epsilon
Lakewood, CA
New
Health Insurance
$176.3k - $293.8k / year
Estate Planning Paralegal
The Wagon Legacy
Placentia, CA
New
Dental Insurance
Vision Insurance
$70k / year
Entry Level Account Manager - Management Training Program
Faye Innovations
Corona, CA
New
Hospitality
Wireless Account Representative - ENTRY LEVEL
Stephen Consulting
Anaheim, CA
New
Entry-Level
Remote Account Manager
Hire Standard Staffing
🌎 Remote
New
Remote
Client Relationship Advisor
BML Wealth Management
Irvine, CA
401(k)
PTO
Dental Insurance
Vision Insurance
$70k - $100k / year
‌
Account Manager, Personal Lines
ORIgen
Cypress, CA
New
401(k)
Dental Insurance
Vision Insurance
$50k - $70k / year
‌
Account Manager - Personal Lines
Acrisure
Los Alamitos, CA
New
Hybrid
$60k - $65k / year
‌
Financial Advisor
BML Wealth Management
Irvine, CA
New
401(k)
PTO
Dental Insurance
Vision Insurance
$5,000 - $10k / month
‌
Office Assistant -Financial Firm - Anaheim, CA
Advisor Employee Services
Anaheim, CA
New
Part-Time
Hourly
Flexible Schedule
$20 - $25 / hour
‌
Sr. Financial Advisor
Capstone Partners Financial and Insurance Services
Newport Beach, CA
‌
Consulting Director, SOC Advisory, Proactive Services (Unit 42) - Remote
Palo Alto Networks
🌎 Remote
New
$183k - $252k / year
‌
Service Advisor
Northwestern Mutual
Irvine, CA
New
‌
Financial Advisor
Pure Financial Advisors
Irvine, CA
New
Dental Insurance
Vision Insurance
‌
Bilingual Insurance Account Manager
Staff My Agency
Pomona, CA
‌
Wealth Management Advisor
Knightsbridge Wealth Management
🌎 Remote
New
Remote
401(k)
Health Insurance
$80 / hour
‌
Entry Level / Data Entry Jobs From Home (Remote)
Workoo Technologies
🌎 Remote
Remote
‌
Commercial Lines Account Manager
GPAC
Huntington Beach, CA
‌
Commercial Lines Account Manager
Jobot
Orange, CA
New
$70k - $75k / year
‌
Client Solutions Advisor
CCC Intelligent Solutions
Downey, CA
New
401(k)
Health Insurance
Education
$60.8k - $72k / year
‌
Client Success Advisor - Financial Services
The Fadil Group
Irvine, CA
$50k / year
‌
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Cypress Financial Center
Bank of America
Cypress, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Planning Advisor
Northwestern Mutual
Anaheim, CA
New
Entry-Level
‌
Cloud Technical Account Manager
Amazon
Irvine, CA
Eco-Friendly
Flexible Schedule
$118.2k / year
‌
Tax Manager - Real Estate Tax (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$104.2k - $193.4k / year
‌
Experienced Financial Advisor
Strategic Fortune Wealth Management
West Covina, CA
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
Long Beach, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Wealth Management Specialist
Bank of America
Newport Beach, CA
Hourly
Diversity Leader
Eco-Friendly
$28.50 - $48.08 / hour
‌
Tax Manager - Business Tax Services - Federal/Corporate Tax (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$85k - $193.4k / year
‌
Full Time Tax Consultant (Tax Technology Consulting) (Summer/Fall 2026, Winter 2027)
Deloitte
Costa Mesa, CA
Diversity Leader
$56.9k - $104.5k / year
‌
Merrill Financial Solutions Advisor - Greater Orange County Market
Bank of America
Irvine, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Cosmetics Beauty Advisor - La Prairie, Full Time - South Coast Plaza
Bloomingdale's
Costa Mesa, CA
New
Part-Time
Retail
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Wealth Management Client Associate
Bank of America
Irvine, CA
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
Client Advisor Salary in Santa Ana
Client Advisors working in Santa Ana, CA make an average annual salary of $48K and a maximum annual salary of around $84K.
Job Description
Working as a Client Advisor in Santa Ana, CA
There are 1,707 Client Advisor opportunities available in Santa Ana, 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 Santa Ana, CA
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