Service advisor • costa mesa ca
The Fortitude Team is expanding and seeking motivated, service-oriented individuals to join our growing organization as Customer Service Advisors.In this role, you’ll work with individuals and fami... Show more
Customer Service Travel Advisor.Join Our Growing Team at Departure Travel.Departure Travel is looking for motivated, detail-oriented individuals who are passionate about helping others create memor... Show more
About GoldBook Financial GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms.At GoldBook Financial, you get the freedom to build your busines... Show more
Herb's Garage in Costa Mesa, CA is looking for a motivated and customer-focused Service Advisor to join our team! This is your chance to be the face of a trusted auto repair shop, guiding customers... Show more
We're a results-focused, performance-driven team that knows how to deliver.Every role here plays a key part in shaping an exceptional experience for our customers and for each other.We offer the ki... Show more
Your mission will be to deliver personalized premium client experience by demonstrating the expertise with curiosity/humility, connecting creating true long-term relationships with clients, making ... Show more
Every homeowner deserves clarity, confidence, and control over their biggest asset.Most don't have it until they meet a Property Advisor.Demand for Revive's programs is accelerating as homeowners a... Show more
We are currently seeking a self-motivated, results oriented.It is Micro Center’s core promise to take care of our associates and customers which has led to our success over the last 40+ years!.The ... Show more
Make an impact in the role of Netflix Customer Service Advisor (Remote) to perform responsibilities as a Customer Service Advisor (Remote).Work with your team to maintain efficiency and high standa... Show more
Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our award-winning team! If you're ready to elevate your career with a leading wealth management company... Show more
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more
The front line of the member journey.Converts interest into memberships through genuine connection and disciplined follow-up.Drive membership sales through in-person, phone, email, and social media... Show more
Northern Trust Job Opportunity.As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide the world's most successf... Show more
Join a team that values your ambition and empowers your growth.At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve thei... Show more
Better Companies is a multi-brand financial services organization providing debt relief, tax support, and business funding solutions.We're strengthening our operations, refining our systems, and bu... Show more
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more
Hyundai AutoEver America (HAEA) is the dynamic IT powerhouse behind Hyundai Motor Corporation, a Fortune 500 global leader in the automotive industry.As a key affiliate, we provide cutting-edge IT ... Show more
Sams Automotive LLC, a Valvoline Express Care operator, is hiring a Customer Service Advisor! You’ll create lasting impressions and build loyal customers by using your knowledge of our products and... Show more
At Burberry, we believe creativity opens spaces.Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities.Thi... Show more
Financial Advisor Jobs at First Command:.Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reputati... Show more
The average salary range is between $ 38,225 and $ 97,426 year , with the average salary hovering around $ 57,568 year .
The Fortitude Team is expanding and seeking motivated, service-oriented individuals to join our growing organization as Customer Service Advisors.
In this role, you’ll work with individuals and families to understand their financial needs, provide personalized guidance, and help them explore financial solutions designed to support their long-term goals.
We believe exceptional customer service begins with listening, understanding people’s needs, and building relationships based on trust.
No previous financial services experience is required! We provide structured training, mentorship, and professional development to help you gain the knowledge and confidence needed to succeed.
This is a remote, independent-contractor opportunity with flexible part-time and full-time pathways. Applicable professional licensing is required.
Compensation:
$70,000 - $80,000
Responsibilities:
Build and maintain positive relationships with prospective and existing clients.
Meet virtually with individuals and families to understand their financial goals and priorities.
Provide professional customer service and personalized financial education.
Help clients explore financial protection, retirement planning, and wealth accumulation strategies after completing required licensing and training.
Conduct client follow-ups and periodic reviews to ensure ongoing satisfaction.
Respond to client questions and provide guidance regarding available services.
Participate in ongoing training, mentorship, and professional development.
Develop new client relationships through referrals, networking, and community outreach.
Maintain accurate client information and follow company compliance standards.
Qualifications:
Excellent communication and interpersonal skills.
Strong customer service mindset and genuine interest in helping others.
Friendly, professional, and dependable.
Positive attitude and willingness to learn.
Coachable and receptive to feedback.
Self-motivated, organized, and goal-oriented.
Comfortable communicating with clients virtually.
Ability to manage time effectively and work independently.
Previous experience in customer service, sales, hospitality, healthcare, education, banking, or relationship management is a plus.
No previous financial services experience required.
Must be eligible and willing to obtain applicable professional licensing.
About Company
The Fortitude Team is a growing financial platform dedicated to helping individuals and families build a stronger financial future through education and personalized financial strategies. We believe people deserve the knowledge and guidance to make confident financial decisions and pursue their long-term goals.
We’re equally committed to developing our team members by providing training, mentorship, and opportunities for professional growth. Our mission is to make a lasting impact by serving clients with integrity while empowering motivated individuals to build meaningful careers, helping others.
