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.
$50k - $75k
...Service & Collision Advisor Camping World is seeking a Service & Collision Advisor to join our growing team. As a Service & Collision Advisor you will primarily be responsible for initiating and processing requests for repair services and providing administrative support...SuggestedFull timePart timeLocal areaCWI
Fife, WA2 days ago$1,400 per month
...Service Advisor Volvo Cars Tacoma - Service Advisor Volvo Cars Tacoma, a dealership part of the O'Brien Auto Group, is currently hiring for a Service Advisor position. The Service Advisor will be directly responsible for the proper satisfaction of customer and vehicle...SuggestedBase plus commissionTemporary workCurrently hiringDay shiftO'Brien Auto Group
Fife, WA2 days ago$50k - $75k
...Service & Collision AdvisorCamping World is seeking a Service & Collision Advisor to join our growing team. As a Service & Collision Advisor you will primarily be responsible for initiating and processing requests for repair services and providing administrative support...SuggestedFull timePart timeLocal areaCamping World Holdings
Fife, WA5 days ago- ...RV Service Advisor Join the top-rated RV dealership in the nation! RV Country has been voted the People's Choice for Best RV Dealer and certified as an Amazing Workplace. With over 60 years of success and growth and 13 locations across Washington, Oregon, Nevada, Arizona...SuggestedLocal area
RV Country
Fife, WA4 days ago $75k - $150k
...Service Advisor Opportunity Titus-Will Automotive Group is one of the largest, family-owned dealership groups in the South Sound, serving Tacoma, Olympia, Lakewood, and Parkland since 1938. We are looking for experienced Service Advisors to join our busy, high-performing...SuggestedZero hours contractLocal areaTitus Will Ford
Tacoma, WA1 day ago- ...Service Advisor - Truck Care Location: Tacoma, WA, US, 98424 Req ID: 492314 Benefits: $24.03 - $33.64 per hour * Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental...Hourly payImmediate startFlexible hours
Love's
Fife, WA2 days ago $22 - $26 per hour
...Service Advisor/Customer Service Professional BIG O TIRES has immediate opportunities for experienced service advisors and customer service professionals and are interviewing proven TEAM MEMBER candidates today for our Service Centers. If you have proven Auto Repair...Hourly payImmediate startBig O Tires
Tacoma, WA4 days ago$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...Remote jobWork from homeFlexible hoursHMG Careers
Fircrest, WA18 days ago- Genesis Automotive & RV Repair Inc. in Tacoma, WA seeks a professional Service Advisor who understands automotive and RV systems and can communicate clearly with technicians and customers. The role blends technical knowledge with customer service to ensure accurate explanations...
- South Tacoma Honda is seeking a motivated Service Advisor to join our dynamic team. You will interface directly with customers to understand service needs, explain options, and offer solutions to maintain vehicles in peak condition. This role requires excellent communication...
- ...opportunity for a recent graduate or early-career professional looking to build experience in legal tech, sales operations, and client services. Key Responsibilities Sales Operations & Coordination Support sales team with day-to-day coordination of deals and...Contract workInternshipWork at office
Lineal Services
Tacoma, WA4 days ago - Job Summary We are seeking a Personal Assistant to join our team! As a Personal Assistant, you will be stepping into a role with many hats, and responsibilities can include maintaining a personal and professional schedule, coordinating meetings, dinners, and events,...Work at officeFlexible hours
Precious Home Care LLC
Tacoma, WA5 days ago $22 per hour
...Inside Sales Coordinator: Staff a retail showroom and display site to actively engage visitors, promote high-end hardscape services, and generate high-quality project leads. Confidently initiate conversations, answer questions, and educate potential customers...Extra incomePart timeWork at officeLocal areaMonday to FridayFlexible hoursShift workWeekend workAmerican Workforce Group, Inc.
Tacoma, WA2 days ago- ...Express Service Advisor We're looking for an energetic Express Service Advisor who can keep things moving while making sure every customer feels taken care of. If you're organized, friendly, comfortable in a fast-paced environment, and enjoy working with people—we want...Full timeLocal areaAfternoon shiftEarly shift
Harnish Auto Family
Puyallup, WA3 days ago $85k - $92k
...technical staff. About CORT CORT, a part of Warren Buffett's Berkshire Hathaway, is the nation's leading provider of transition services, including furniture rental for home and office, event furnishings, destination services, apartment locating, touring and other...Full timeWork at officeRemote workHome officeWork visaCORT
Fife, WA1 day ago- ...Service Advisor As a Service Advisor, you are responsible for supporting technicians and assisting in the operation of managing a profitable service department through productive staffing, strong customer satisfaction, cost controls, setting and meeting objectives with...Work experience placementWork at office
W.W. Williams
Auburn, WA5 days ago $60k - $85k
...Korum Hyundai in Puyallup, WA, is seeking an experienced Service Advisor to join our team. The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify...Local areaKorum Automotive
Puyallup, WA2 days ago$60k - $120k
...Automotive Service Advisor At Bud Clary Auto Group, a family-owned dealership network in Washington State, our vibrant culture drives success. We maintain a high-performance workplace with exceptional customer service, fostering loyalty and growth since 1959. Join our...For contractorsBud Clary Chevrolet
Auburn, WA3 days ago$10k
...help keep our gym clean, well-maintained, and safe for members and guests. Delivering an outstanding and well-rounded sales and service experience to all guests and members by ensuring a welcoming, informative, and inclusive experience when they visit - you help inspire...Full timePart timeWork experience placementFlexible hoursWeekend workWeekday work24 Hour Fitness
Tacoma, WA4 days ago- ...support the branch with administrative tasks. Ideal candidates present a professional image, friendly demeanor, and strong customer service. Responsibilities include greeting clients, handling calls, data entry, updating records, creating simple advertising, and keeping...Part timeWork at office
- ...Family Service Advisor (Sales) at Mountain View Funeral Home, Memorial Park & Crematory, Lakewood, WAAt NorthStar, we're redefining how families honor and celebrate the lives of their loved ones. As a Family Service Advisor you won't just sell, you will inspire and innovate...
NorthStar Memorial Group
Lakewood, WA1 day ago $55k - $75k
POSITION SUMMARY: The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful...Temporary workPart timeWork at officeLocal areaWork visa- Washington State Department of Social and Health Services (DSHS) ESA Administrative Assistant 3 is a key administrative support role serving the Administrator and the Virtual Case Management Center. The position coordinates payroll, travel, and supplies, manages budgets...Work at office
$22 per hour
...regularly with Plant supervision to ensure safe, proper, and consistent handling of all inbound waste. Inbound Receive waste from service centers, ensuring proper handling and compliance with regulations. Clerical Work; updating operating systems, making copies/...Hourly payWork at officeLocal areaLimitless East Marketing
Tacoma, WA1 day ago$50k - $150k
...Service Advisor - Join the Team at Rairdon's Honda of Sumner! Location: Sumner, WA Full-Time Great Benefits Family-Owned Dealership Compensation: Full-time total annual compensation between $50,000.00 - $150,000.00; including monthly 6% commissions of individual...Full timeTemporary workLocal areaRairdon Automotive Group
Sumner, WA1 day ago$50k - $150k
...actually values your talent and fuels your growth? At Rairdon's , we don't just service vehicles - we deliver excellence, speed, and trust every single day. Now we're looking for a Service Advisor who's ready to bring their A-game and dominate the fast lane of customer...Full timeTemporary workShift workRairdon Automotive Group
Auburn, WA4 days ago- ...members by phone with transactions, inquiries, and account details while building strong relationships and delivering exceptional service. The position requires 1 year of customer service experience and a high school diploma or equivalent. The schedule is Mon-Fri 8:00...Remote job
- ...Job Description Position Overview: \n As a Financial Advisor at Northwestern Mutual Tacoma, you will help clients achieve their... ...brokerage and advisory platforms, and a dedicated Financial Planning Services Team. \n \n \n Why Join Us? \n \n Be part of a team...Work experience placement
Northwestern Mutual
Tacoma, WA18 days ago - ...at the reception desk. Work hours: Monday-Friday, 8:00 am to 5:00 pm. We are looking for teammates who share our vision of public service and are committed to an equitable and inclusive culture that fosters and inspires excellence, while promoting innovation, engagement...Permanent employmentFull timeWork at officeMonday to FridayFlexible hours
State of Washington
Tacoma, WA1 day ago - Description Assists the Social Services Manager or Resident Support Services Manager in all day-to-day functions of the Social Services Department. Note: All employees of Cascadia Healthcare are required to submit and be cleared to work in the facility per each state’s...Shift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Service Advisor. Be the first to apply!
- service advisor automotive Tacoma, WA
- internal service advisor Tacoma, WA
- patient service specialist Tacoma, WA
- court services officer Tacoma, WA
- protective services officer Tacoma, WA
- service delivery associate Tacoma, WA
- community services specialist Tacoma, WA
- transaction services specialist Tacoma, WA
- environmental service worker Tacoma, WA
- information technology and services consultant Tacoma, WA