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Client advisor h1.location_city

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Client advisor • orange ca

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Client Advisor - Construction

AcrisureCosta Mesa, CA, United States
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Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...[internal_linking.show_more]

J.P. Morgan Wealth Management Private Client Advisor - Cypress, CA

JPMorgan ChaseOrange, CA, United States
[job_card.full_time]

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]

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Proposal Advisor

GHDIrvine, CA, United States
[job_card.full_time]

At GHD, we don't just believe in the power of commitment, we live and breathe it every day! That's why we pledge to support and empower all of our people to make a positive impact when working hand...[internal_linking.show_more]

J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA (Westminster Beach)

JPMorgan Chase Bank, N.A.Westminster, CA, US
[job_card.full_time]

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]

Beauty Advisor

TradeJobsWorkForce92702 Santa Ana, CA, US
[job_card.full_time]

Greet customers upon their arrival Demonstrate proper use of makeup and skin care products Cross-sell beauty products, when appropriate (e.Identify customer needs and recommend cosmetics and skin c...[internal_linking.show_more]

 • [job_card.promoted]

Financial Advisor

True Path FinancialIrvine, CA, United States
[job_card.full_time]

Financial Advisor - In-Office Position.Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individualswhether new to the workforce or maki...[internal_linking.show_more]

FINANCIAL ADVISOR

Jamie GrayemBrea, CA, United States
[job_card.full_time]

This position is subject to SAFE Act registration requirements.Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal ...[internal_linking.show_more]

Talent Advisor

Heffernan Insurance BrokersIrvine, CA, United States
[job_card.full_time]

The Talent Advisor serves as a strategic partner in talent acquisition, guiding hiring managers through the recruitment lifecycle.This role combines hands-on recruiting with talent attraction, sour...[internal_linking.show_more]

Financial Advisor

TradeJobsWorkforce92701 Santa Ana, CA, US
[job_card.full_time]

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and ins...[internal_linking.show_more]

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Client Advisor

ACRISURECOSTA MESA, CA
[job_card.full_time]

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...[internal_linking.show_more]

Client Advisor, Prada South Coast Plaza

PradaCosta Mesa, United States
[job_card.full_time]

Founded in 1913 in Italy, the Prada Group was built on a tradition of excellence and with a vision of innovation.The Group, a world leader in the luxury sector, operates in more than 45 countries w...[internal_linking.show_more]

Registered Client Associate/Client Associate

Royal Bank of Canada>Westminster, United States of America
[job_card.full_time]

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...[internal_linking.show_more]

Financial Advisor

SagientIrvine, CA, US
[job_card.full_time]

Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a...[internal_linking.show_more]

Financial Advisor

Northwestern MutualAnaheim, CA, United States
[job_card.full_time]

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...[internal_linking.show_more]

Client Advisor with Athletic Background

The Fadil GroupIrvine, CA, US
[job_card.full_time]

Join the Winning Team at The Fadil Group of Northwestern Mutual (NM)!.Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a ...[internal_linking.show_more]

Service Advisor

Lamborghini Newport BeachIrvine, CA, US
[job_card.full_time]

Serving as the primary point-of-contact for all automotive service and repair matters, the Service Advisor must listen and thoroughly understand customer problems, arrange for appropriate service/r...[internal_linking.show_more]

Parts Advisor

Lithia & Driveway, Anaheim, CA, US
[job_card.full_time]

Anaheim Hyundai — Now Part of the Lithia & Driveway Family!.As part of the largest automotive retailer in the nation, Anaheim Hyundai offers exciting career opportunities, strong leadership support...[internal_linking.show_more]

J.P. Morgan Wealth Management Private Client Advisor - Lakewood, CA

ChaseAnaheim, CA, United States
[job_card.full_time]

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]

Block Advisor Tax Advisor

H&R BlockIrvine, CA, United States
[job_card.full_time]

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[internal_linking.show_more]

Client Advisor - Construction

Client Advisor - Construction

AcrisureCosta Mesa, CA, United States
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  • [job_card.full_time]
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Client Advisor

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. At Acrisure, you'll join that evolution.

We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients.

What You'll Do

  • Revenue Growth & Business Development
  • Client Acquisition & Relationship Management
  • Sales Process & Cadence Discipline
  • Market Research & Competitive Analysis

What You'll Bring

Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred. Property and Casualty license preferred, or ability to obtain license upon hire. Our ideal candidate will bring experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets. Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms. Demonstrated technology skills, including experience using CRM and AI applications.

Pay Details: The base compensation range for this position is $70,304 - $150,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com. Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.