Service advisor • oakland ca
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
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients.With a 27-year history of consistent growth and success, we are an independent wealth and... Show more
We are seeking a highly skilled and experienced Client Advisor to join our team.The ideal candidate will possess a strong background in financial planning and client management.The Client Advisor m... Show more
Mercedes-Benz of San Francisco has been in the automotive industry for 60 + years.We are proud to serve the San Francisco Bay Area with a brand that is nothing but the best.Mercedes-Benz is recogni... Show more
Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500 company where people come first.With over 9 million clients and 20,000 financial advisors across the... Show more
We are seeking a highly skilled and experienced Client Advisor to join our team.The ideal candidate will possess a strong background in financial planning and client management.The Client Advisor m... Show more
No Judgment Gym that believes in making serious exercise fun by fusing fitness and entertainment.Looking to combine work, fitness and fun? Working at Crunch is more than a job, it’s an opportunity ... 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
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... 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
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... Show more
Competitive salary based on experience and qualifications.Opportunities for career growth and advancement within our established organization.Collaborative and supportive work environment with a fo... Show more
Senior Advisor: Market Regulation and Regulatory Service Agreement (RSA).The Senior Advisor: Market Regulation and Regulatory Service Agreement (RSA), serves as a strategic regulatory advisor and s... Show more
Crimson Education is the world’s leading college admissions consulting firm, with over 1,490 Ivy League offers and 2,410 to the US Top 15.We help ambitious students gain admission to the world’s to... Show more
Our primary goal is providing exceptional customer service coupled with innovative products and progressive system solutions.We specialize in evaluating each customer's application and providing th... 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
We’re looking for a Netflix Customer Service Advisor (Remote) to perform daily responsibilities with dedication.Provide excellent interactions with customers and colleagues.Ensure compliance with c... Show more
Established in 1966, Euromotors Auto Group's Mercedes-Benz of Oakland has been serving generations of Bay Area residents and Mercedes-Benz owners for decades.As one of the oldest family-owned Merce... Show more
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... 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
The average salary range is between $ 38,225 and $ 97,426 year , with the average salary hovering around $ 57,568 year .
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 client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Preparing or interpreting financial document summaries, investment performance reports and income projections for clients. Implementing financial plans or referring clients to professionals who can help them. Building and maintaining your client base.
