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Service advisor Jobs in Bend, OR

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Service advisor • bend or

Last updated: 2 days ago

Remote Financial Advisor (CFA or CFP)

Micro1Bend, Oregon, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted

Remote Benefits Advisor (50k-90k per year)

Professional CareersBend, Oregon
$50,000.00 yearly
Remote
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Bend, Oregon, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Remote Customer Service Representative $45 per hour

GL1Bend, Oregon
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Customer Service Representative

Insure Pacific Inc., DBA: Prineville Insurance AgencyBend, OR, US
$40,000.00 yearly
Full-time

Do you love interacting with others, making connections, and helping people? Then you’re an excellent fit for the Customer Service Representative position at our company! You’ll be responsible for ... Show more

RV Service Advisor

Beaver Coach Sales & ServiceBend, Oregon, United States
Full-time

We need an RV Service Advisor who is an expert in the art and science of customer service.Must be able to greet guests, schedule appointments and act as a liaison between customers and service tech... Show more

Financial Advisor Trainee

Raymond James FinancialBend, OR, United States
Full-time

Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymon... Show more

Managing Director, Financial Advisor

WealthBridge Financial GroupBend, OR, US
Full-time
Quick Apply

Managing Director | WealthBridge.WealthBridge Financial Group is seeking a .This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to tak... Show more

Financial Solutions Advisor- Williamette Valley

Bank of AmericaBend, OR, United States
Full-time

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for o... Show more

Remote Customer Service Representative – Product Testing

GLOCPABend, Oregon
$15.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Retail Service Specialist

O'Reilly AutomotiveBend, OR, United States
Full-time

The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations.This position will also assume shift ... Show more

Retail Customer Service Associate

FedExBend, OR, US
Full-time

POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and pr... Show more

 • Promoted

Beauty Advisor - Flex

SephoraBend, OR, United States
$18.00 hourly
Full-time +1

Your role at Sephora: As a Beauty Advisor, you'll be the face of Sephorawelcoming every client with warmth, confidence, and a passion for all things beauty.Through personalized consultations and ex... Show more

Customer Service

KFCBend, OR, US
Full-time

Team members make the biggest impact on our guest experience and bring our restaurants to life! As part of our KFC Family, you will be part of a team that will provide thorough training, learning o... Show more

Voya Bend/Central OR Financial Advisor

Voya Financial AdvisorsBend, OR, United States
Full-time

Financial Professional Opportunity.Financial Professional to join our team in the greater Bend area to work plan sponsor relationships and to assist in retail wealth management for an existing book... Show more

Beauty Advisor

Ulta Beauty, Inc.Bend, Oregon, United States
Part-time

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more

Member Service Representative

PrideStaffBend, OREGON, US
Full-time +1

PrideStaff is seeking a Member Service Representative for a local financial institution.The Member Service Representative is the primary point of contact for our members across various digital chan... Show more

Service Advisor

RV Retailer, LLCBend, OR
$60,000.00 yearly
Full-time

Start Your Adventure with Blue Compass RV – Now Hiring a Rockstar Service Advisor! .Are you passionate about helping people? Love the RV lifestyle or want to be part of an industry that’s all about... Show more

Remote Chemical Safety & Toxicology Expert

Micro1Bend, Oregon, US
$50.00 hourly
Remote
Full-time

Chemical Safety & Toxicology Expert.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, h... Show more

 • Promoted

Work-From-Home Product Advisor - $45 per hour

Great LionBend, Oregon
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted
People also ask
Remote Financial Advisor (CFA or CFP)

Remote Financial Advisor (CFA or CFP)

Micro1Bend, Oregon, US
23 days ago
Job type
  • Full-time
  • Remote
Job description
Financial Advisor (CFA or CFP)

Required Skills

financial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process development

About micro1

micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform.

Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI.

Job Title: Financial Advisor (CFA or CFP)


Job Type: Contractor - US ONLY


Location: Remote


Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Key Responsibilities:

  1. Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.
  2. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.
  3. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.
  4. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates).
  5. Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.
  6. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
  7. Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising.


Required Skills and Qualifications:

  1. 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
  2. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
  3. CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
  4. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
  5. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
  6. Experience mentoring others, developing workflows, or standardizing planning processes.
  7. Comfort working asynchronously and independently in a remote setting.


Preferred Qualifications:

  1. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms.
  2. Background designing or improving standardized planning processes or digital advisory journeys.
  3. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.