Client Advisor Jobs in California
Client Advisor jobs in California represent one of the most active markets in the country, with strong demand concentrated in wealth management, retail banking, and premium consumer brands across the Bay Area, Los Angeles, and San Diego. Major employers with a lasting California footprint include Wells Fargo, Charles Schwab, and Bank of America, all of which maintain large advisory teams across the state. The most in-demand specialties are private banking, financial planning support, and high-net-worth client relations. Find a role that fits below and apply directly.
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About Geremia Pools
Founded in 1922, Geremia Pools is one of the longest-standing and most respected names in custom pool construction, design, and landscaping in Northern California. With over 100 years of experience, we’ve built a reputation for delivering beautiful, high-quality backyard environments backed by excellent service and craftsmanship.
As our demand grows, we're expanding our sales and design team. If you're creative, motivated, and enjoy working with homeowners to bring ideas to life, this opportunity is for you.
Position Overview
We’re looking for a Sales Designer / Client Advisor to join our Sacramento-based team. You will meet with homeowners, develop custom pool and/or landscape designs, prepare proposals, and guide them through the early stages of their project. This is a client-facing sales role that begins with a two-month, full-time paid training period—after which you’ll have the opportunity to operate as a commission-based independent contractor.
During training, you will be provided leads, access to our systems and support from our internal team to help you ramp up successfully.
Compensation Structure
- Training Period (First 2 Months):
- $20.00 per hour (W-2)
- 5% commission on all signed contracts
- Leads and full training provided
- Sales support and resources included
- Post-Training (After 2 Months):
- Transition to independent contractor (1099)
- Full commission-based pay (percentage negotiable)
- Continued access to company-generated leads
Key Responsibilities
Conduct in-person and virtual consultations with homeowners
Use Pool Studio, Structure Studio, or similar software to present pool design options
Assist clients in selecting materials, lighting, water features, and layouts
Prepare accurate, visually compelling proposals aligned with construction guidelines
Manage client communications using HubSpot CRM
Track tasks, follow-ups, and scheduling using Jobber
Coordinate with project managers and estimators on feasibility
Stay current on pool trends, construction methods, and local pricing
Qualifications
Minimum 1 year of sales experience (pool, solar, home improvement, or construction preferred)
Excellent interpersonal and consultative sales skills
Proficient with CRM and project management tools (HubSpot, Jobber, or similar)
Experience with Pool Studio or Structure Studio preferred
Strong organizational and communication skills
Bilingual (Spanish/English) is a plus
Valid CA driver’s license and reliable transportation required
Perks & What We Provide
- Company phone (during and after training)
- Access to company truck for sales visits (where available)
- Paid hands-on sales training
- Inbound leads provided — no cold calling
- Access to a respected brand with over 100 years of reputation
- Mentorship and guidance from experienced sales professionals
- Career pathway with potential to grow into 6-figure+ earnings
Who This Role Is Perfect For
- Professionals with construction or design sales experience
- Self-starters looking for long-term independence with support
- Individuals who thrive in consultative sales and value flexible schedules
- Those seeking a high-performance environment with unlimited income potential
Work Location: In-person (Sacramento, CA)
Job Type: Full-time → Contractor after 2 months
Pay (Training Period): $20/hour + 5% commission
Schedule: 40 hours/week during training; flexible schedule post-transition
Apply Now
If you're ready to grow your career in high-end outdoor design and work with a company built on trust and tradition, apply today and join the Geremia Pools team.
Job Type: Full-time
Pay: $90,000.00 - $150,000.00 per month
Benefits:
- 401(k)
- 401(k) matching
- Cell phone reimbursement
- Company car
- Dental insurance
- Health insurance
- Mileage reimbursement
- Opportunities for advancement
- Paid time off
- Paid training
- Professional development assistance
Application Question(s):
- Do you have at least 1 year of sales experience in construction, home improvement, design, or a related field?
- What best describes your sales background?
Work Location: In person
See All 121+ Client Advisor Jobs in California
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Find Client Advisor JobsClient Advisor Jobs by City in California
Where California roles are concentrated, by current openings.
Client Advisor Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- JPMorganChase60
- Trucordia6
- Louis Vuitton6
- Puig4
- Prada3
Top Industries Hiring
- Banking & Financial Services40
- Fintech39
- Investment & Asset Management39
- Consulting & Professional Services3
- Retail1
What California Employers Look For
The qualifications that appear most often in client advisor jobs across California.
- Active FINRA Series 7 or Series 66 license, or eligibility to obtain one in California
- Bachelor's degree in finance, business administration, or a related field
- Two or more years of client-facing experience in financial services or wealth management
- Demonstrated ability to manage a book of clients and maintain long-term relationships
- Proficiency with CRM platforms such as Salesforce or equivalent client management tools
- Strong written and verbal communication skills with experience presenting to clients
Client Advisor Jobs in California: Frequently Asked Questions
How do you become a client advisor in California?
Most client advisor roles in California require passing FINRA licensing exams, typically the Series 7 and Series 66, before you can advise clients on investments or financial products. These exams are administered through FINRA and require employer sponsorship to sit. A bachelor's degree in finance, economics, or business is the standard educational entry point. Some employers also expect candidates to hold or pursue a CFP designation for roles focused on financial planning.
Which companies hire client advisors in California?
California client advisor roles are posted by JPMorganChase, Trucordia, and Louis Vuitton and others right now, based on current listings on Migrate Mate as of August 2026. California's concentration of large banks, independent wealth management firms, and luxury retail brands creates consistent demand for advisors with both financial and consumer-facing backgrounds.
Which California cities have the most client advisor jobs?
San Diego, Los Angeles, and San Francisco account for the largest share of client advisor openings in California. San Francisco and Los Angeles drive volume through their dense concentrations of financial institutions and wealth management firms, while San Diego supports steady demand through regional bank branches, private client groups, and fintech employers headquartered along the I-15 corridor.
Are there remote client advisor jobs in California?
Yes, but they're less common than in purely analytical roles, since client advisors often meet clients in person or work from a branch or office. About 17% of client advisor openings tied to California are remote or hybrid as of August 2026, with hybrid arrangements more prevalent than fully remote. The portions of the role most suited to remote work include portfolio reviews, client check-ins, and financial planning calls conducted by phone or video.
How can I get hired as a client advisor in California with little or no experience?
The most realistic entry path is applying to associate or junior advisor programs at large California-based banks and brokerage firms, where structured training is built in. Wells Fargo, Bank of America, and Charles Schwab all run new-hire development programs in California that guide candidates through licensing and early client work. Moving laterally from a branch teller, personal banker, or financial services representative role at a California institution is also a well-worn path. Completing your Series 7 or Series 66 before applying gives candidates a clear edge in competitive markets like San Francisco and Los Angeles.
Where can I find and apply to client advisor jobs in California?
You can find and apply to client advisor jobs in California on Migrate Mate, which lists current openings across the state. Search the listings to see what's available, find roles that match your experience and preferred location, and apply directly to the ones that fit.
See All 121+ Client Advisor Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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