Client Care Advisor, Financial Guidance
Fortitude Team - San Diego
Fortitude Team - San Diego is seeking aClient Associate, Financial Advisor to support individuals and families as they navigate important financial decisions and goals.
The role emphasizes client care, education, and operational support with no requirement for prior financial services experience. You will help connect clients with resources and licensed professionals while maintaining a strong focus on customer service.
#J-18808-LjbffrVacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the Client Care Advisor, Financial Guidance in San Diego, CA vacancy
- ...Bloomingdale’s is seeking a Beauty Advisor to provide expert makeup services, build client relationships, and sell the full cosmetic assortment in-store and online. You’ll offer make-up lessons, skin care consultations and trend advice, delivering exceptional service with...SuggestedFlexible hours
Brobston Group
San Diego, CA23 hours ago - ...the finest level of complete care to pets in San Diego, CA, serving... ...the comprehensive care our clients expect, making B Street... ...be working directly under the guidance of our Medical Director, Dr.... ...appointment schedules, and handle financial transactions, keeping the...SuggestedHourly payLocal areaImmediate startFlexible hours
Mission Pet Health
San Diego, CA21 hours ago $150k - $300k
...prospecting and start spending them helping clients? Are you looking for a platform with... ...accountability, collaboration, and genuine care for clients and teammates alike. Why... ...Consult with clients to understand their financial situation and recommend the right loan...SuggestedHourly payFull timeWork at officeLocal areaGriffin Funding
San Diego, CA21 hours ago$25 - $27 per hour
...everything from quick resolutions and workflow guidance to complex database, automation, and... ...responsiveness, expertise, and genuine care. We collaborate closely across teams to ensure... ..., and the shared goal of helping our clients succeed. The Customer Support Specialist...SuggestedContract workWork at office3 days per weekPracticeTek
San Diego, CA3 days ago- Job Description The Financial Counseling team helps remove the financial barriers to care, so families can stop worrying about the financial impact of treatment and instead focus wholly on their child's care. As navigators of insurance and reimbursement resources, Financial...Suggested
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel... ...advice tailored to suit their financial needs. As a Private Client... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business...Immediate startAfternoon shift
$70.3k
...world's leading medical device brands, but also impact patient care. 0-2 years in an outside sales position (medical related fields... ...internal and external partners turn to for product knowledge and guidance. Competitive achievers. Persistent, results-driven...Work at officeNight shift- ...internal customers as a trusted advisor Design and document... ...work independently with limited guidance and as part of a team, and experience... ...2025 PEOPLE Companies That Care Newsweek Most... ...payment, bank details or personal financial information during the hiring...InternshipMonday to Friday
- ..., connection, and creating spaces where everyone feels seen and supported. We love helping you grow within our company!We lead with care. Open communication, genuine hospitality, and personal growth are at the heart of everything we do. We hold ourselves to high standards...Work at officeFlexible hours
Sethi Management
Chula Vista, CA21 hours ago - ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...offering clear recommendations and guidance Product and Service Consultation:...Full timeWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
San Diego, CA3 days ago $105k
...The Financial Planner will support the firm’s Wealth Advisors in delivering exceptional financial planning and wealth management... ...as a support advisor for client relationships. This role is designed... ...and provide proactive strategic guidance. This position is well suited...Full timeCascade Financial Partners, LLC
San Diego, CA2 days ago- ...operations, merchandising, and front-end support. You will maintain a clean, welcoming environment and handle cash transactions with care while delivering friendly service to customers. Requirements include a high school diploma or equivalent and prior retail customer...Part time
Dollar Tree
Santee, CA21 hours ago - ...Range$23.00 - $28.09 HourlyPosition TypeFull TimeJob ShiftAnyEducation LevelHigh School DiplomaTravel PercentageNoneCategoryHealth Care## Description**Naval Medical Center San Diego - San Diego, CA**Compass Government Solutions is currently recruiting qualified **Medical...Work at officeShift workNight shiftDay shift
$94.46k - $179.05k
...drive the new business required to meet financial goals and sales calls objectives. Develops... ...on complex issues, offer technical guidance and facilitate training sessions as needed... ...customers from all walks of life. We care about our people, and we mean it. We reward...Work at officeLocal area- ...animals, you'll play a vital role in creating a welcoming and caring environment. If you love animals and enjoy helping people, this... ...the perfect opportunity for you! Responsibilities: Greet clients and their pets warmly upon arrival and check them in for appointments...
JESUS ALFONSO GUAJARDO
San Diego, CA21 hours ago $19 - $23 per hour
...days per week Benefits Highlights Financial Rewards that Grow with You: Competitive... ...You’re often the first friendly voice a client hears, the welcoming face they see when they... .... We pride ourselves on compassionate care, dedicated teamwork, and outstanding client...Hourly payFull timeTemporary workPart timeFlexible hours2 days per week3 days per weekAmici Pet Hospital
San Diego, CA21 hours ago- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern... ...of positive impact. Our representatives provide financial guidance and products to help members protect their families and their...Full timeLocal area
Modern Woodmen of America
San Diego, CA3 days ago - ...Medical Office Assistant IIUnder direct supervision of RN or provider performs routine patient care following department policies and procedures. Assists with patient exams and procedures, responds to members telephone messages and provides education to members and families...Work at officeImmediate start
Kaiser Permanente
San Diego, CA4 days ago $33.6 - $44.36 per hour
...AST 4 Department: CommUnity Care Rancho Bernardo Hiring Pay Scale... ...contact their Employment Advisor. Reassignment Applicants: Eligible Reassignment clients should contact their Disability... ...and training. The Lead provides guidance to junior staff, serves as a key...Hourly payContract workWork at officeLocal areaMonday to FridayDay shiftUniversity of California San Diego
San Diego, CA3 days ago- Sonrava Health in San Diego, CA seeks a friendly receptionist to greet patients, answer calls, schedule & maintain appointments, and support front-desk operations in a fast-paced dental practice. You will handle multi-line phones, register patients, manage sign-in, ...
Sonrava Health
San Diego, CA21 hours ago - ...Diego County locations as needed. This full-time, non-exempt role (40 hours/week, Monday–Friday) focuses on delivering patient-centered care with HIPAA-compliant processes. Ideal candidates will have 3+ years of front desk experience, strong communication and...Full timeMonday to Friday
Modena-Allergy-Asthma
San Diego, CA3 days ago $90k - $120k
...integrity, collaboration, and exceptional client service. Our heritage is built on hands‑... ...applications for the full-time role of Financial Aid Consultant - Colleague. As a... ...provide strategic direction and expert guidance to our vast client base. As a consultant...Full timeTemporary workWork at officeStrata Information Group
San Diego, CA1 day ago$21 per hour
...Artificial Intelligence; Advanced Technology; The very best in patient care. With decades of expertise, we are Leading Radiology Forward .... ...respect for company property, including any cash and patient financial information on site or on patient portals. Is responsive to...Hourly payWork at officeImmediate startMonday to FridayShift workDay shiftComunidade Metodista
San Diego, CA21 hours ago$70k - $79.88k
...efforts for the organization, the Client Success Advisor (CSA) seeks to ensure a World class... ...trusted group of peers, professional guidance and meeting facilitation from an... ...employees at very low rates. Take care of your financial future with eligibility for 401(k)...Work experience placementSummer workCasual workLocal areaWork from homeWorldwideFlexible hoursVistage Worldwide, Inc.
San Diego, CA4 days ago- ...Sagient in Southern California seeks a Financial Advisor who can engage clients and provide holistic guidance across insurance, investments, and financial planning. The role emphasizes personalized solutions, collaboration, and long‑term client success. You will identify...
Sagient
San Diego, CA1 day ago - ...Are you passionate about building enduring client relationships and providing comprehensive financial guidance? As a key member, you'll have the opportunity to... ...in Southern California. As a Sagient financial advisor, you'll assist clients in identifying and achieving...
Sagient
San Diego, CA4 days ago $40k - $120k
...Financial Advisor - San Diego, CA San Diego, California, United States North Star Resource... ...Additionally, you will work under the guidance and mentorship of an experienced financial... ...; while making an impact in your clients' lives, financial advising may be a good...Work experience placementNorth Star Resource Group
San Diego, CA21 hours ago$18 - $22 per hour
...administrative and clerical support. Greet and welcome patients, clients, and other visitors with a friendly and positive demeanor.... ...the Administrator. Maintain the confidentiality of all resident care information including protected health information. Report known...Work at officeLocal area$160k - $220k
...Premier Financial Search is representing a leading wealth advisory... ...experienced Senior Wealth Tax Advisor to join a dedicated advisory... ...60–100 ultra-high-net-worth clients. This is a 100% advisory role... ...technical education, mentorship, and guidance to internal team members....Full timeLocal areaPremier Financial Search
San Diego, CA1 day ago- ...standards before it ever reaches you. And now, we're bringing those same values to our new car dealerships—delivering quality, trust, and care you'd be proud to share with Mom.We strive to provide only the highest quality vehicles to our customers in our mission to deliver a...Weekend work
Carvana
San Diego, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Care Advisor, Financial Guidance. Be the first to apply!
Related searches
- hospital customer service representative San Diego, CA
- medical customer service representative San Diego, CA
- customer service representative apply online San Diego, CA
- customer service rep remote San Diego, CA
- customer service representative night shift San Diego, CA
- customer happiness specialist San Diego, CA
- customer service officer San Diego, CA
- benefit customer service representative San Diego, CA
- customer service consultant San Diego, CA
- customer service representative (remote from home) San Diego, CA