Service Advisor
$100kThe Well
Service Advisor
Compensation: $100,000 base + 15% bonus target tied to retention, review completion, and referrals.
We're hiring a Service Advisor on behalf of our client—a growing retirement planning and wealth management firm based in Las Vegas, NV.
If you're the advisor clients ask for by name—and the one who makes sure nothing falls through the cracks—this is your seat. This firm delivers a Virtual Family Office experience across retirement, investments, tax, estate, and risk, and they're looking for a dedicated advisor to own the client relationship as they grow.
Why this role?
- Become the primary advisor for an established book of roughly 200–250 households
- Deep planning work , not just check-ins—every review drives real action for clients
- Strong support from portfolio, tax, and estate resources across the firm
- A bonus that rewards what you do best : retention, follow-through, and referrals
- A thoughtful 90-day onboarding alongside the founder before you take the full book
What you'll do:
- Prepare and deliver two progress meetings a year for each household—performance, plan updates, distributions, and tax-year planning
- Execute planning across retirement, investments, tax, estate, and risk
- Own the follow-through —Roth conversions, RMDs and QCDs, beneficiary updates, and tax items closed within 30 days
- Onboard new clients from the sales team and serve as their go-to point of contact
- Spot held-away assets, flag at-risk relationships early, and ask for introductions naturally
What you bring:
- CFP® preferred , or 4+ years in an advisory service role with comparable planning depth
- Series 65 or 66 (or ability to obtain before start)
- Strong knowledge of RMDs, QCDs, IRMAA, Roth conversions, and Social Security claiming
- Exceptional follow-through and CRM discipline
- Client-facing warmth that builds lasting trust
- Planning software experience, a Nevada life and health license, or experience absorbing a founder's book is a plus
Love building relationships that last? Let's talk.
- ...* Paid Training * Employee vehicle purchase plans * Long term job security * Health and wellness * Discounts on products and services Responsibilities * Oversee service orders and flow of Drive Lane. Ensure that customers receive prompt, courteous, and effective...SuggestedTemporary workLocal area
Dutch Miller Kia of Charleston
South Charleston, WV2 days ago - ...Service Advisor Position The Service Advisor acts as an advocate for the customer, playing a key role in ensuring a positive experience for the customer through effective communication throughout the service process, meeting or exceeding their expectations. Essential...SuggestedWork at office
Worldwide Equipment
Charleston, WV5 days ago - ...Automotive Service Advisor Victory Automotive Group is family owned and operated since 1997 with over 50 locations across the United States. We provide the best opportunities for all employees, customers, communities, and each manufacturer we represent. Our continued...Suggested
Victory Automotive Group
Charleston, WV5 days ago $19 - $27 per hour
...to members and makes alternative suggestions for installation or tire fitments. Assists members with tire maintenance and repair services. Provides expert member service and recommendations by greeting members, identifying member needs, assisting with purchasing and...SuggestedHourly payMinimum wageFull timeTemporary workPart time$69k
...help others by providing guidance and solutions Strong verbal communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications Laptop or desktop computer with a working camera Insurance license...SuggestedRemote jobWork from homeFlexible hoursHMG Careers
Charleston, WV19 days ago$27.24k - $45.97k
...Center and Jail Opening Date: 10/13/2026 Closing Date: 10/27/2026 11:59 PM Eastern LOCATION OF VACANCY: MARSHALL Civil Service Type:: Classified - This Position is Covered Under the DOP Merit System. Nature of Work Public Safety. Public Trust....Permanent employmentFull timePart timeWork at officeTrial periodShift workState of West Virginia
Charleston, WV2 days ago- ...Who We Are: GMB Powerline Services is part of CMAK Energy Group, a family-owned group based in West Virginia. We provide planned utility construction, maintenance, and storm response services. Our IBEW crews deploy from regional hubs spanning the Gulf Coast, Northeast...Hourly payDaily paidFull timeTemporary workWork at officeWeekend work
GMB Powerline Services
Charleston, WV3 days ago - ...various documents. This position will collect, count and receipt incoming payments for deposit. Completes related work as required. Minimum Qualifications Training: Graduation from a standard high school or the equivalent. #J-18808-Ljbffr WV Department of Human ServicesWork at office
$45.98k - $68.98k
...in our industry, we inspire and bring people together with foods they love and trust. Our customer base includes international food service providers, restaurants, and households in over 100 countries around the world. A highly innovative global corporation with a...Full timeWork experience placementWork at officeLocal areaFlexible hours- ...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 management responsibilities in the absence of Assistant or Store Manager...Local areaFlexible hoursShift workNight shift
O'Reilly Auto Parts
Charleston, WV5 days ago - Construction Contract AdministratorThe Construction Contract Administrator is responsible for monitoring construction contracts, preparing progress reports, coordinating schedules, and acting as a liaison between MKA, contractors, and client representatives.Primary responsibilities...Contract workFor contractorsWork experience placementWork at office
McKinley Architecture & Engineering
Charleston, WV5 days ago $55.7k - $83.7k
...guidance in cleanliness, food safety, and public health. Through our collaborative partnerships, we empower customers to elevate their service and ensure the highest safety standards. Ecolab is seeking a Territory Sales and Service Representative to join our team in...Hourly payMinimum wageLocal areaImmediate startVisa sponsorshipNight shiftWeekend workEcolab
Charleston, WV5 days ago- ...Maintain the ready made frame department and other assigned areas including SISO and Directed Replenishment Deliver friendly customer service; help customers shop and find what they are looking for; provide a well merchandised and in-stock store for the customer to shop...Local areaImmediate startFlexible hoursNight shiftEarly shift
Michaels Stores
Charleston, WV3 days ago $100k - $120k
...allow you to innovate, be challenged and make an impact. Join our team and start your journey today! **Job Description** The Field Service Specialist III is a senior technical expert and field leader responsible for advanced commissioning, integration, and mentoring...Full timeTemporary workFor contractorsStart working todayLocal areaRemote workFlexible hoursNight shiftCopeland
Charleston, WV5 days ago- ...inventory in WV Oasis. The employee will also be responsible for the management of all fleet vehicles, this includes the maintenance/service and agency scheduling, tracking and monitoring all vehicles via ARI, submitting monthly and yearly mileage reports to WV State...Full timePart timeWork at office
- ...NTB / Mavis Tires & Brakes at Discount Prices - Automotive Assistant & Service Managers NTB is proud to join the Mavis Tire Family. We're looking for full-time Automotive Assistant and Service Managers to join Team Mavis at one or our state-of-the-art automotive service...Weekly payFull time
Mavis Tire
Charleston, WV4 days ago - A long-standing law firm is seeking a full time Receptionist within the Charleston, West Virginia office. Candidate will assist attorney(s) and staff in the performance of secretarial and clerical duties, including operating a multi-line telephone system and greeting and...Full timeTemporary workWork at officeLocal area
Confidential - Flaherty Sensabaugh Bonasso PLLC
Charleston, WV16 hours ago - ## Sales & Service RepresentativeApply: Charleston, West Virginia - Corporate Office; 100001: Full time: Posted Yesterday: JR110497MRC Global serves the oil and gas industry across the upstream, midstream and downstream sectors as well as the chemical and gas distribution...Full timeContract workWork at officeWorldwide
MRC Global
Charleston, WV3 days ago - ...Family Dollar in Charleston, WV is seeking a part-time Customer Service Associate to assist customers, ring up sales, and maintain store operations. You will help stock and replenish merchandise, ensure cash safety, and keep the store clean and welcoming for shoppers....Part time
Dollar Tree
Charleston, WV2 days ago $17.02 - $23.46 per hour
...Williams Lea by RRD is a global business support services company with a strong legacy - over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing...Hourly payImmediate startShift workR.R. Donnelley
Charleston, WV2 days ago- ...preventive care, wellness exams, internal medicine, pet surgery, radiology consults, and dental surgery. In addition to our customary services, Gateway Animal Hospital is expanding our practice range to include home visits and farm calls, ensuring our commitment to...Full timePart timeWeekend work
Alliance Animal Health
Charleston, WV5 days ago $13.7 - $17.8 per hour
...Description Open availability required. About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty... ...Required Authentic passion for beauty Client-facing retail or service industry experience Excellent written and verbal communication...Full timeTemporary workPart timeFlexible hoursShift workNight shiftWeekend workKohl's
Charleston, WV1 day ago- ...focuses on selling our industry-leading connectivity solutions while creating lifelong customers by delivering an exceptional customer service experience! Our culture of excellence provides a pathway to success as your leaders, and peers, will support your personal and...Full timeLocal areaWeekend work
Optimum Corp
Charleston, WV3 days ago - Join our team as a Merchandising Service Associate, where you will provide exceptional customer service and ensure merchandise is displayed according to specifications. If you have a passion for retail and enjoy working in a dynamic environment, we wSeasonal workWeekend work
Lowe's
Charleston, WV2 days ago - ...preventive care, wellness exams, internal medicine, pet surgery, radiology consults, and dental surgery. In addition to our customary services, Gateway Animal Hospital is expanding our practice range to include home visits and farm calls, ensuring our commitment to...Full timePart timeWeekend work
Alliance Animal Health
Charleston, WV5 days ago - ...Description Our hospital is seeking a Part‑Time Veterinary Receptionist role that helps provide outstanding patient care and client service in a fast‑paced, multi‑doctor animal hospital. The Veterinary Receptionist is responsible for maintaining front of house duties....Part timeFlexible hours
Animal Medical Center at St. Johns
Charleston, WV4 days ago $27.24k - $45.97k
The front desk position is an administrative support function under general supervision of the Human Resources Director. Example of Duties: Serves visitors, guests and vendors by greeting, welcome, and directing them appropriately; notifies WVSP staff of visitor arrivals...Full timePart timeWork at office- ...Develop and attain customer experience and sales objectives for store. Sell all products and services offered by the Company. Meet all sales objectives. Handle all administrative aspects of the sale including: completing customer contracts and warranties, pulling products...Hourly payTemporary workLocal areaFlexible hoursAfternoon shift
AT&T
South Charleston, WV6 days ago - ...exceptional client delivery and legal accuracy. Why Choose Esquire? Esquire is a nationally recognized leader in legal support services, connecting you with a steady flow of high-quality assignments, flexible scheduling, and the tools you need to grow your freelance...For contractorsFreelanceRemote workFlexible hours
Esquire Deposition Solutions
Charleston, WV4 days ago $10k
...Academic Advisor The search committee requests that two to three reference letters be submitted with your application. Please enter your references' information in the Reference Letter Submission section of the application. Your references will be notified via email...Full timeLive inMarshall University
South Charleston, WV3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Service Advisor. Be the first to apply!
- internal service advisor Charleston, WV
- patient service specialist Charleston, WV
- court services officer Charleston, WV
- protective services officer Charleston, WV
- service delivery associate Charleston, WV
- community services specialist Charleston, WV
- transaction services specialist Charleston, WV
- environmental service worker Charleston, WV
- information technology and services consultant Charleston, WV
- public service officer Charleston, WV