Client Advisor Job Opportunities
Seeking high-paying job opportunities in the field of client advising? Ladders presents an array of job vacancies for Client Advisors, …
1,000+ Client Advisor Jobs in Cupertino, CA
$ Average salary: 107,509Partner Acquisition Director
$139K — $174K *US-AnywhereRemote in United States1 week agoJoin us to shape a scalable partner acquisition framework across NA and EMEA. This strategic role focuses on end-to-end partner onboarding, ensuring efficiency and success for all new partnerships with a process-driven approach.Requirements: Bachelor's degree, 8+ years SaaS experience, strong analytics, process design.Client Account Lead - Financial Services
$120K — $150K *US-AnywhereRemote in United States2 weeks agoUnlock potential by driving growth and strategy for key accounts in Financial Services. Collaborate with executives and cross-functional teams to enhance AI & Data initiatives, ensuring client satisfaction and delivering measurable business value.Requirements: 10+ years in consulting; expertise in Financial Services; strong communication skills.Job Captain | Residential
2 weeks agoUnlock your potential by taking ownership of key technical aspects in major residential projects, from design through construction. Collaborate with teams to deliver exceptional design solutions that meet client needs while managing budgets.Requirements: 3+ years architectural experience; NAAB-accredited degree; strong AutoCAD, Revit.
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Associate Director - Sales & Client Service
TodayTake ownership of client relationships and drive business growth by collaborating with clients, consultants, and internal teams to deliver exceptional service and operational support across a diverse investment landscape.Requirements: Undergraduate degree, investment knowledge, client management experience, FINRA licenses.Business Development Specialist - Los Angeles
$61K — $125K *US-AnywhereRemote in United States1 week agoOptimize client onboarding and relationship management for corporate clients, fostering engagement and growth by understanding their needs and promoting financial solutions that enhance employee benefits and satisfaction.Requirements: Bachelor's degree, 3+ years sales experience, strong communication skills.Associate General Counsel - Privacy
$130K — $180K *US-AnywhereRemote1 week agoDrive strategic legal expertise in privacy and technology, shaping compliance and governance initiatives for a dynamic, global environment. Collaborate with teams on complex challenges, ensuring innovative solutions in a rapidly evolving field.Requirements: J.D. required; 7+ years legal experience; management experience needed.Enterprise Account Executive (SF, NY)
2 weeks agoLead enterprise sales initiatives, converting inbound demand into satisfied clients. Manage sales pipeline, streamline processes, and execute outbound strategies to maximize growth with large accounts. Be a key contributor to product insights.Requirements: Proven success in enterprise sales, strong organizational skills, urgency.Financial Systems Analyst
$90K — $159K *US-AnywhereRemote in United States1 week agoChampion financial system excellence by collaborating with cross-functional teams to enhance reporting processes, support month-end close, and drive compliance improvements for informed decision-making.Requirements: 2-4 years in Finance/Accounting, ERP experience, GAAP knowledge, advanced Excel.Members who searched for Client Advisor, also searched for:
Senior Premier Banker 333 Market
1 week agoEngage affluent customers by building trusting relationships and delivering comprehensive banking solutions. Drive growth through strategic outreach, tailored financial strategies, and collaboration with internal partners to ensure customer satisfaction.Requirements: 4+ years customer service; 3+ years relationship management; FINRA Series 6/63.Relationship Manager
$70K — $95K *US-AnywhereRemote in United States2 weeks agoTransform client relationships and enhance satisfaction by leading retirement plan services, expert consulting, and proactive management for diverse clients while collaborating cross-functionally to achieve optimal plan performance.Requirements: 5-10 years in retirement plans; Bachelor's degree; Series 6 licensed required.Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area
1 week agoUnlock potential by leading a dedicated client team to deliver exceptional financial advice for high-net-worth clients, focusing on relationship management and strategic financial planning to enhance client success and satisfaction.Requirements: Bachelor's degree, 10+ years experience, FINRA Series 65, CFP preferred.Impact Manager, Customer Success
$100K — $105K *US-AnywhereIn-PersonReposted 3 days agoHelp us drive customer success by managing relationships, achieving targets, and implementing the RQI portfolio to enhance client engagement and support life-saving missions in the healthcare sector.Requirements: Bachelor's degree or related field; 7+ years in sales/account management.Service Advisor
Reposted TodayInspire customer satisfaction as you oversee service operations, ensuring timely and effective support while enhancing team efficiency and performance. Empower employees and foster a positive environment that drives success and growth for all.Requirements: High school diploma/GED; 3+ years in service roles; excellent communication skills; valid driver's license.Provider Contracting Advisor - Cigna Healthcare
$92K — $153K *US-AnywhereRemote in United StatesYesterdayPartner with us to drive provider contracting efforts, negotiate complex agreements, and cultivate key relationships. Collaborate across teams to enhance service delivery while optimizing total medical cost and quality in your local market.Requirements: Bachelor's & 3+ years in managed care contracting; strong relationship skills.Mid Market Account Executive
2 weeks agoJoin a dynamic sales team to drive growth by managing the full sales cycle, developing strong customer relationships, and leading enterprise-level deployments in the construction technology sector, while collaborating closely with multiple stakeholders.Requirements: 3+ years AE experience selling construction tech; strong pipeline building skills; travel needed.Associate Principal Analyst, Advertising Regulation
2 weeks agoShape the future of compliance by ensuring advertising materials meet FINRA, SEC, and MSRB regulations. Mentor staff, conduct detailed reviews, and support effective communication with firms to uphold market integrity and investor protection.Requirements: Bachelor's degree, 5 years experience, knowledge of FINRA regulations.Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area
1 week agoAdvance client financial success as a Senior Private Wealth Advisor, leading a dedicated team to deliver personalized wealth management and strategic advice for high-net-worth clients in a dynamic and collaborative environment.Requirements: Bachelor's degree, 10+ years wealth advisory experience, FINRA Series 65.Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area
1 week agoElevate your career by acting as a lead advisor in a dedicated team, fostering strong relationships with high-net-worth clients while delivering tailored financial strategies that enhance their long-term financial success.Requirements: Bachelor's degree; 10+ years wealth management experience; FINRA Series 65.Private Bank Client Relations Associate
2 weeks agoEmpower client relationships by supporting a dynamic Relationship Management Team. Drive business development, enhance client experiences, and streamline workflows to foster growth and retention in a high-touch Private Bank environment.Requirements: 2+ years in financial services; strong communication; MS Office proficiency.Strategic Account Director, Healthcare
3 weeks agoLead the charge in defining and executing Decagon's healthcare strategy, establishing pivotal C-suite relationships, and closing landmark deals to drive growth in the Payer, Provider, and Life Sciences markets while shaping a new sales playbook.Requirements: 8+ years SaaS sales, 4+ in healthcare, C-suite relationship building, ROI skills.Senior Client Advocate
$73K — $109K *US-AnywhereRemote in United StatesReposted 1 week agoElevate client satisfaction by providing expert issue resolution and personalized support. Collaborate with internal teams to enhance service delivery and foster relationships with brokers and policyholders for successful benefit plan management.Requirements: 5+ years client service experience; degree preferred; Salesforce knowledge.Business Development Partner - Houston
$71K — $145K *US-AnywhereRemote in United States1 week agoOptimize business development processes by fostering relationships and coaching sales teams. Partner across divisions to enhance customer acquisition and drive sales growth through strategic insights and effective pipeline management.Requirements: 5+ years banking/sales mgmt experience; Bachelor's preferred.Executive Partner (CIO Advisory) - Banking & Financial Services Clients
$160K — $194K *US-AnywhereRemote in United States2 weeks agoJoin a team that's redefining member engagement in Banking and Financial Services. Manage 28+ relationships, deliver innovative service solutions, and leverage your technology expertise to drive transformative initiatives for clients.Requirements: 15+ years experience in tech consulting, CIO focus, sales/business dev with CXOs.Wealth Strategy Associate
Reposted 3 days agoEmpower wealth management by mastering strategy development, investment operations, and client relations. Grow with our dynamic team, supporting financial advisors to achieve exceptional service for high net worth clients.Requirements: Series 7 & 66 licenses; 1-4 yrs finance; degree in Finance/Econ; strong skills.Project Manager- Life Science (Design and Construction)
TodayJoin as a Project Manager, leading strategic real estate initiatives in Life Sciences. Oversee planning, design, and construction processes, engaging with clients and cross-functional teams to ensure project success and meet client expectations.Requirements: Bachelor's degree in relevant field; 5+ years experience in real estate projects.
Top job titles hiring in Cupertino, CA
- Enterprise Account Executive jobs
- Account Executive jobs
- Account Manager jobs
- Business Development Manager jobs
- Project Manager jobs
- Director, Business Development jobs
- Business Development Representative jobs
- Senior Account Executive jobs
- Senior Project Manager jobs
- Senior Counsel jobs
- Director, Sales jobs
- Senior Business Development Manager jobs
- Legal Counsel jobs
- Business Analyst jobs
- Relationship Manager jobs
FAQ About Client Advisor Jobs in Cupertino, CA
What does a Client Advisor do?
A Client Advisor works closely with clients to help them make the right financial choices for their circumstances. They get to know their clients' needs and financial goals and recommend products and services that can meet those goals.
What kind of experience is required for a Client Advisor job?
Although requirements vary by firm, most Client Advisors have a bachelor's degree in finance, economics, or a related field, and have a good understanding of investment products and financial planning.
What industries employ Client Advisors?
Client Advisors are employed in wealth management, banking, insurance, and investment advisory firms, amongst others.
Why should I use Ladders to find a Client Advisor job?
Ladders specializes in $100K+ careers and offers a wide range of high-paying Client Advisor jobs across numerous industries.