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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Overview

Open roles187+
Top employerJPMorganChase
Top cityLos Angeles, CA
Cities hiring73
Work type88% On-site
Top industryFintech

Showing 5 of 187+ Client Advisor jobs

E
Temporary Client Advisor - Cabazon
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E
Added 2d ago
Temporary Client Advisor - Cabazon
ETRO Fashion USA, Inc.
Cabazon, California
Corporate Training
Educational Administration
Learning & Development
$20 - $23/hr
Military encouraged

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Gucci
GUCCI Senior Client Advisor - Costa Mesa Bloomingdale's
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Gucci
Added 2d ago
GUCCI Senior Client Advisor - Costa Mesa Bloomingdale's
Gucci
Costa Mesa, California
Business Operations
Revenue Operations & Enablement
Sales
$18 - $20/hr
5,001-10,000

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Bank of America
Private Client Advisor II
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Bank of America
Added 2d ago
Private Client Advisor II
Bank of America
San Francisco, California
Business Development
Partnerships & Business Development
Sales
Master's degree in business administration

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Salvatore Ferragamo
Senior Client Advisor, Cabazon Outlet
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Salvatore Ferragamo
Added 2d ago
Senior Client Advisor, Cabazon Outlet
Salvatore Ferragamo
Cabazon, California
Business Operations
Project Management
$26.5 - $27.5/hr
2-10

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Puig
Client Advisor, Full-Time, BYREDO (Pacific Palisades)
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Puig
Added 2d ago
Client Advisor, Full-Time, BYREDO (Pacific Palisades)
Puig
Los Angeles, California
Account Management
Business Development
Sales
51-200

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See All 187+ Client Advisor Jobs in California

Find roles in California that match your experience and apply in just a few clicks.

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Client Advisor Jobs by City in California

Where California roles are concentrated, by current openings.

Los Angeles
20 jobs
Costa Mesa
13 jobs
San Diego
12 jobs
San Francisco
12 jobs
Beverly Hills
11 jobs
Sacramento
7 jobs
San Jose
6 jobs
Berkeley
4 jobs
Palo Alto
4 jobs

Client Advisor Job Market in California

A snapshot from current California openings, updated as new roles post.

Who's Hiring

  • JPMorganChase
    JPMorganChase84
  • Giorgio Armani
    Giorgio Armani7
  • Trucordia
    Trucordia6
  • Louis Vuitton
    Louis Vuitton5
  • The Niello Company
    The Niello Company5

Top Industries Hiring

  • Fintech39
  • Banking & Financial Services39
  • Investment & Asset Management39
  • Consulting & Professional Services4
  • 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, Giorgio Armani, and Trucordia and others right now, based on current listings on Migrate Mate as of September 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?

Los Angeles, Costa Mesa, and San Diego 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 12% of client advisor openings tied to California are remote or hybrid as of September 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 187+ Client Advisor Jobs in California

Find roles in California that match your experience and apply in just a few clicks.

Find Client Advisor Jobs