Financial Services Advisor jobs in California

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SERVICE ADVISOR

Compete inspections of customer equipment, document information, and use inspection sheet to document thorough information about the vehicles service needs. Understand the work that needs to be done to the vehicle and address spe...

CompanyTec Equipment, Inc.
AddressOakland, CA
CategoryRetail
Salary$27.33 - $34.16 an hour
Job typeFull-time
Date Posted 2 months ago See detail

Service Advisor

Tec Equipment, Inc.

Oakland, CA

$27.33 - $34.16 an hour

Compete inspections of customer equipment, document information, and use inspection sheet to document thorough information about the vehicles service needs. Understand the work that needs to be done to the vehicle and address spe...

Operations Manager - Patient Financial Services - Remote in CA

Optum

Rancho Cordova, CA

$88,000 - $173,200 a year

Recognize and solve user gaps in understanding of processes and collection aspects. Develops and/or implements bottom-up strategies to improve operational performance. Manage compliance of all federal, state and private insurance...

Service Advisor

Citrus Motors

Ontario, CA

From $20 an hour

Customer Interaction: Greet and assist customers in a friendly and professional manner, understanding their vehicle concerns and service needs. Service Consultation: Conduct thorough consultations with customers to accurately iden...

Financial Service Representative I/Personal Banker

San Diego County Credit Union

Temecula, CA

$22.25 - $27.25 an hour

High school diploma or equivalent. One year of banking experience to include: knowledge of loan and account interviewing techniques, cross selling, upselling and/or referring products/services; or 2 years of relevant finance relat...

Service Advisor

Tesla

Van Nuys, CA

$19.19 - $45.60 an hour

Provide exceptional customer service by promptly addressing inquiries and concerns, taking ownership of service visits, and fostering a welcoming environment for our customers Assess technical issues, offering solutions over the p...

Automotive Service Advisor

Doral's Auto Repair

San Leandro, CA

Competitive salary of $55,000 to $100,000 per year, plus commission. 100% paid medical and dental coverage. SIMPLE IRA for your financial future. Paid sick leave, vacation, and holiday pay. Bereavement leave for difficult times. E...

Service Advisor

Mercedes-Benz Of San Francisco

San Francisco, CA

$30 - $50 an hour

Serve as the liaison between the customer and technician; ensuring the customer's needs are understood by the technician and the needed and recommended service/repairs are understood by the customer. Prepare repair orders (RO) by...

Service Advisor - BMW (2119)

Mckenna Motor Company Inc

Torrance, CA

$60,000 - $180,000 a year

Verifies warranty and service contract coverage by examining records and papers; explaining provisions and exclusions. Develops estimates by costing materials, supplies, and labor; calculating customer's payment, including deducti...

Administrative Assistant - Financial Services

Ameriprise Financial

Petaluma, CA

From $25 an hour

Prepare correspondence for advisor signature. Copy and track all client and practice materials including business correspondence. Copy and follow-up with home office on related issues. Schedule client appointments and prepare agen...

Automotive Service Advisor / Writer

Raceway Nissan

Riverside, CA

$85,000 - $130,000 a year

Advises customers on necessary and recommended services. Offers additional services and repairs to customers. Computes cost of replacement parts and labor to restore the vehicle to the condition specified by the customer. Estimate...

Financial Advisor (Career changers encouraged, training/mentorship provided

Northwestern Mutual

San Francisco, CA

$80,000 - $120,000 a year

Dental insurance. Employee assistance program. Health insurance. Life insurance. Professional development assistance. Retirement plan. Vision insurance. 1099 contract. Bonus opportunities. Commission pay. Choose your own hours. In...

Service Advisor

Tesla

Anaheim, CA

Tesla Motors is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally. This role demands a substantial degree of engagement with both customers and internal teams. Members of our servi...

Service Advisor

Tesla

ENCINITAS, CA

Tesla Motors is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally. This role demands a substantial degree of engagement with both customers and internal teams. Members of our servi...

Financial Services Professional

York Life - Anaheim

Anaheim, CA

$127,000 - $160,000 a year

Develop and maintain a client base by providing financial planning services and insurance products. Conduct thorough financial needs analysis to understand clients' goals and objectives. Recommend suitable investment strategies an...

Financial Services/Class Action Associate Attorney

Usa Compression

Los Angeles, CA

$150,000 - $225,000 a year

Job Locations US-CA-Los AngelesID 2024-4669CategoryAttorneyPosition TypeRegular Full-TimeThe Los Angeles office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking a class action litigation attorney to join its F...

Direct Service Advisor - Hesperia

Vip, Inc.

Hesperia, CA

$18.50 - $21.00 an hour

Create and schedule daily activity plans which focus on potential job opportunities that are tailored towards the interests of our clients. Transport a small group of 3 clients in your personal vehicle from the VIP office in Hespe...

Financial Advisor / Sales Opportunity (Training & Licensing Provided)

Northwestern Mutual - San Diego

San Diego, CA

$85,000 - $150,000 a year

Sales and Business Development: Proactively identify opportunities to expand your client base and increase assets under management, including the development of personal networking and outreach strategies. Financial Analysis: Cond...

Career Services Advisor

Career College

Huntington Park, CA

$22 - $30 an hour

Meet established goals and objectives as provided by the Director. Ensure accurate entry of all placement activities into the Career Services Portal. Work with local and national managers to identify job opportunities for each pen...

Honda Service Advisor

Norm Reeves Honda Irvine

Irvine, CA

$60,000 - $125,000 a year

Greet guests as they arrive in the Service drive. Communicate empathetically with guests about their vehicle. Offer solutions and added services to guests. Prepare detailed repair orders after initial inspection with exact instruc...

Experienced Automotive Service Advisor/Writer

Stockton Nissan

Stockton, CA

$6,266.83 - $10,000.00 a month

Medical, Dental, Vision, Life, Critical Care, Short/Long Term Disability Insurance. Paid Vacation and Sick time. 401K. Promote from within. Employee discounts. Working as a team and helping as needed. Answering client phone calls...

Service Advisor

Envision Toyota Of Milpitas

Milpitas, CA

$5,000 - $28,000 a month

Producing high sales targets. Maintains reporting systems required by general management and the factory. Attends advisor meetings. Monitors the performance of the service and parts departments. Strives for harmony and teamwork wi...

Service Advisor

Knight Claremont Chrysler Dodge Jeep Ram

Claremont, CA

$4,250 - $10,470 a month

Greet customers and assess their service needs with professionalism and courtesy. Schedule service appointments and manage service workflow to ensure efficiency. Provide accurate estimates for services and communicate any addition...

Financial Advisor - career shift opportunity

Edward Jones Careers

Alameda, CA

Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Place to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Fortune's 100 Best Companies to Work...

Direct Service Advisor (Hesperia)

Vip, Inc.

Hesperia, CA

Create and schedule daily activity plans which focus on potential job opportunities that are tailored towards the interests of our clients. Transport a small group of 2-4 clients in your personal vehicle from the VIP office to var...

Honda Service Advisor

Norm Reeves Honda, Hb

Huntington Beach, CA

$60,000 - $125,000 a year

Greet guests as they arrive in the Service drive. Communicate empathetically with guests about their vehicle. Offer solutions and added services to guests. Prepare detailed repair orders after initial inspection with exact instruc...

Student Services Specialist - Enrollment Srv/Financial Aid & Basic

El Camino Community College

Torrance, CA

Abilities/Skills:Perform specialized paraprofessional duties in an assigned area of Student Services.Read, interpret, apply and explain rules, regulations, policies and procedures related to a specialized area of Student Services....

Service Area Chief Financial Officer - PCN - CA

Providence

Irvine, CA

Carry out the mission, vision and values of Providence St. Joseph Health. Provide leadership to ensure achievement of regional operating results and strategies as delegated by the CFO - PCN - CA and Service Area CEOs. Work with th...

Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center

Bank Of America

Sacramento, CA

Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. In that role you will transition to a local Merrill...

Advisor Development Program - Financial Solutions Advisor Trainee: Grass Valley Financial Center

Bank Of America

Grass Valley, CA

Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. In that role you will transition to a local Merrill...

Advisor Development Program - Financial Solutions Advisor Trainee: Oakmore Plaza Financial Center

Bank Of America

Modesto, CA

Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. In that role you will transition to a local Merrill...