Client Advisor Jobs in San Diego, CA (6,652)
Trust & Estate Planning Attorney
Jobot
San Diego, CA
PTO
Health Insurance
Dental Insurance
Vision Insurance
$190k - $265k / year
Nurse Account Manager
Guardian Pharmacy
San Diego, CA
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$42 - $45 / hour
Property & Casualty Risk Advisor
RealREPP
San Diego, CA
New
$95k - $111k / year
Sr. Fiduciary Officer
Northern Trust
San Diego, CA
New
401(k)
Dental Insurance
Vision Insurance
$189.3k - $331.2k / year
Employee Benefits Risk Advisor
RealREPP
San Diego, CA
New
$60k / year
Beauty Advisor - Gift Galleries
Saks Fifth Avenue
San Diego, CA
Health Insurance
Dental Insurance
Vision Insurance
$17 - $23 / hour
Senior Wealth Advisor
International Search Consultants
San Diego, CA
New
Health Insurance
Vision Insurance
$200k / year
VPII UHNW Strategist
LPL Financial Holdings
San Diego, CA
401(k)
Health Insurance
$186.6k - $310.9k / year
VPII UHNW Strategist
LPL Financial
San Diego, CA
401(k)
Health Insurance
$186.6k - $310.9k / year
Wealth Advisor
Mariner Finance
San Diego, CA
New
Estate Planning Consultant
LPL Financial Holdings
San Diego, CA
New
401(k)
Health Insurance
$83.7k - $139.6k / year
Sr. People Analytics Consultant
LPL Financial
San Diego, CA
401(k)
Health Insurance
$81.2k - $135.3k / year
Financial Consultant- Invest
axosbank.com
San Diego, CA
Dental Insurance
Vision Insurance
Financial Planner, Investment Retirement Planning
Mariner Finance
Chula Vista, CA
New
Wealth Advisor
Lennox
National City, CA
New
Financial Solutions Advisor Registration Candidate - Northern San Diego Market
Bank of America
San Diego, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Transition Support Partner, Enterprise Transitions
LPL Financial
San Diego, CA
Hourly
Hospitality
401(k)
Health Insurance
$30.70 - $51 / hour
Senior Client Services Representative
Cetera Financial Group
San Diego, CA
Hourly
PTO
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$23.55 - $30.75 / hour
Senior Special Needs Trust Officer
Wells Fargo
San Diego, CA
New
Education
Parental Leave
$92k - $145k / year
PWM Private Wealth Advisor
U.S. Bank
San Diego, CA
New
Hybrid
Dental Insurance
Vision Insurance
Parental Leave
$155k - $190k / year
Tax Manager
Baker Tilly
San Diego, CA
$92k - $146.3k / year
Tax Manager
Aldrich
San Diego, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$130k - $175k / year
Employee Benefits Account Manager
gpac
San Diego, CA
New
Health Insurance
Lead Enterprise Software Sales Executive - Ultrus Software
UL Solutions
San Diego, CA
Commercial Insurance Account Manager
The Jonus Group
San Diego, CA
Client Service Advisor
Digital Check
🌎 Remote
New
Remote
Hybrid
Client Advisor (Part-time), A|X Outlet
Giorgio Armani SpA
San Diego, CA
Part-Time
Flexible Schedule
$17.25 / hour
Client Advisor- La Jolla, UTC
Tiffany &
San Diego, CA
Hourly
Hospitality
$20.40 - $27.60 / hour
J.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area)
JPMorgan Chase
San Diego, CA
Eco-Friendly
Health Insurance
Education
J.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area)
JPMorgan Chase Bank, N.A
San Diego, CA
Health Insurance
Education
$70.3k / year
Client Relations Specialist
AO Globe Life
🌎 Remote
Remote
Hospitality
Client Advisor
AO Globe Life
🌎 Remote
Remote
Remote Customer Enrollment Client Advisor
AO Globe Life
🌎 Remote
Remote
Client Advisor Salary in San Diego
Client Advisors working in San Diego, CA make an average annual salary of $49K and a maximum annual salary of around $85K.
Job Description
Working as a Client Advisor in San Diego, CA
There are 6,652 Client Advisor opportunities available in San Diego, 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 San Diego, CA
Client Advisors in San Diego, CA Resume Data
Average Experience for Client Advisors in San Diego, CA
- More than 10 years: 58%
- 6-10 years: 29%
- 3-5 years: 11%
- 1-2 years: 1%
- Less than 1 year: 0%
Educational Background for Client Advisors in San Diego, CA
- Bachelors: 47%
- Masters: 23%
- Diploma: 15%
- Associates: 10%
- Doctorate: 5%
Top Skill for Client Advisors in San Diego, CA
- Customer focus & orientation: 20%
- Sales skills: 19%
- Attention to detail: 13%
- Customer service: 11%
- Management & leadership skills: Planning & execution: 7%
- Work style: Reliability: 6%
- Verbal communication: 6%
- Administrative assistant/receptionist: 6%
- Management & leadership skills: Impact & influence: 6%
- Spreadsheets with Microsoft Excel: 5%
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