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 roles176+
Top employerJPMorganChase
Top cityLos Angeles, CA
Cities hiring76
Work type92% On-site
Top industryFintech

Showing 4 of 176+ Client Advisor jobs

Part-Time Client Advisor - San Francisco
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Added 2d ago
Part-Time Client Advisor - San Francisco
Dolce & Gabbana
San Francisco, California
Customer Service
Retail Banking Associate
Sales
$19 - $21/hr
1,001-5,000

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Senior Luxury Client Advisor - Jewelry Boutique
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Added 2d ago
Senior Luxury Client Advisor - Jewelry Boutique
Creations Fine Jewelers
Napa, California
Account Management
Business Development
Customer Success
Sales
On-Site
GIA Certification
2-10

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Client Advisor - Sherman Oaks
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Added 3d ago
Client Advisor - Sherman Oaks
Rebag
Los Angeles, California
Enterprise Sales
Inside Sales
Sales
$20 - $23/hr
11-50

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PRADA Client Advisor Topanga
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Added 3d ago
PRADA Client Advisor Topanga
Prada
Topanga, California
Account Management
Business Development
Customer Success
Partnerships & Business Development
10,000+

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See All 176+ 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
15 jobs
San Francisco
14 jobs
San Diego
12 jobs
Beverly Hills
12 jobs
Costa Mesa
9 jobs
Palo Alto
6 jobs
San Jose
5 jobs
Santa Clara
5 jobs
Torrance
3 jobs

Client Advisor Job Market in California

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

Who's Hiring

  • JPMorganChase86
  • Louis Vuitton6
  • Giorgio Armani6
  • Vince4
  • BALENCIAGA4

Top Industries Hiring

  • Fintech39
  • Banking & Financial Services39
  • Investment & Asset Management39
  • Consulting & Professional Services4
  • Staffing & Recruiting2

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, Louis Vuitton, and Giorgio Armani and others right now, based on current listings on Migrate Mate as of November 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, San Francisco, 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 8% of client advisor openings tied to California are remote or hybrid as of November 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 176+ Client Advisor Jobs in California

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

Find Client Advisor Jobs