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.
$60k - $120k
...Service Advisor Opportunity At Chevrolet Of Thousand Oaks Thousand Oaks, CA | Chevrolet | Iconic American brand | Service Advisor | 1+ year experience | Southern California | Veterans encouraged to apply | $60,000 - $120,000+/yr OTE Is this you? • You have dealership...SuggestedSwickard Auto Group
Berkeley, CA3 days ago$80k - $160k
...positions ~ Stable work environment with a family feel ~ Monthly employee appreciation events Responsibilities Oversee service orders and flow of Drive Lane. Ensure that customers receive prompt, courteous, and effective service. Take ownership of the...SuggestedLocal areaFlexible hoursDowntown Toyota of Oakland
Oakland, CA1 day ago$125k - $175k
...GERMAN AUTO SPORT BERKELEY, CALIFORNIA — CELEBRATING 20 YEARS SERVICE ADVISOR $125,000 – $175,000 per year BMW · Mercedes-Benz · Audi · Volkswagen · Porsche | Monday–Friday Twenty years in Berkeley — and we’re just getting warmed up. German Auto Sport...SuggestedMonday to FridayWeekend workDay shiftGerman Auto Sport
Berkeley, CA3 days ago- ...progression, and great benefits. If you're interested in learning more, we'd love to meet you! What Will I Do Every Day? Oversee service orders and flow of Drive Lane Ensure that customers receive prompt, courteous, and effective service Take ownership of the...SuggestedFull timeLocal area
Oaklandh D
Oakland, CA3 days ago - ...class organization of happy employees. Relationships are the foundation of our success. With every vehicle sold, every automobile serviced, every customer interaction and every new hire brought onboard - we strive to create outstanding and long-lasting relationships. This...SuggestedLocal area
Cardinale Auto Group
Oakland, CA3 days ago - ...professional who takes pride in overseeing operations, ensuring top-tier customer satisfaction, and maintaining high standards of service quality. Key Responsibilities: Lead and manage daily shop operations, ensuring efficiency and productivity. Oversee and support...Full time
Automotive World
Berkeley, CA8 days ago - ...RESPONSIBILITIES: · Supervise, feed, and dress residents who by reason of mental impairment need supervision and provide companionship services to such residents. · Assist residents with personal hygiene care, including clipping nails, brushing teeth, washing hair,...Flexible hoursShift work
Clausen House
Oakland, CA15 days ago - ...We are seeking a Service Advisor who is responsible for communicating with customers about their vehicle repair needs and relaying information to the Service Technicians. Their duties include greeting customers and helping them determine repairs and relevant costs, maintaining...Contract work
California Truck Centers
Oakland, CA2 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
Oakland, CA17 days ago$18 per hour
...Service Advisor/Writer Position The Service Advisor/Writer Position has a Pay Scale consisting of the following elements and ranges. Wages include Base Hourly Compensation of $18.00. The position may also pay commission compensation which is based on the value or amount...Hourly payLocal areaWeekend workVolkswagen of Oakland
Oakland, CA3 days ago- Comunidade Metodista in Alameda, CA is seeking a Contract Administrator to support the sales team with contract generation, maintenance, and compliance. The role emphasizes processing chargebacks and rebates and using contract systems to generate payments and EDI claims...Contract work
- ...Minicar, an independently owned auto shop serving the East Bay Area, Berkeley community for over 40 years, is seeking an Automotive Service Advisor. Join a team that values customer service and automotive expertise in a bustling East Bay location. Responsibilities include...
$35 - $38 per hour
...visitors, manage check-ins, and coordinate with staff. Administrative Support: Handle reception duties, mail distribution, copy/print services, and company-wide communications. Procurement & Inventory: Manage purchasing and restocking of office and breakroom supplies....Full timeWork at officeHydrogen Group
Emeryville, CA4 days ago$37 per hour
...functioning of our healthcare facility. The ideal candidate is professional, dependable, and committed to delivering excellent customer service to residents, families, staff, and visitors. Position Responsibilities Provide administrative support to the Business Office...Hourly payPart timeWork at officeImmediate startFlexible hoursMedical Hill Healthcare Center in
Oakland, CA4 days ago$28 - $32 per hour
...education through employer-based training and workforce development programs nationwide. Job Description We are looking for a Career Services Advisor who can build relationships, create urgency, and drive results. In this role, you will coach students and graduates, build...Hourly payFull timeWork at officeLocal areaUnitek College of Nursing
Hayward, CA1 day ago$20 - $29.73 per hour
...shelves. All Whole Foods Market Retail jobs require ensuring a positive company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. All positions must be performed in accordance with team and store Standard Operating...Hourly payPart timeSeasonal workImmediate startAll shiftsFlexible hoursShift workNight shiftCulinary Agents
Berkeley, CA5 days ago- ...supportive work environment with a focus on teamwork and success. Employee discounts on automotive services and parts. Join Our Team as an Automotive Service Advisor! Are you passionate about automobiles and customer service? Do you thrive in a dynamic environment where...
$71k - $75k
...The Role Our Service Advisors are dynamic sales and automotive professionals who own and create an exceptional customer experience from start to finish! As a Service Advisor, you'll work directly with customers to understand their automotive needs, recommend the right...Stress Free Auto Care
San Francisco, CA3 days ago- ...Job Title: Service Advisor – Tire & Auto Shop Location: Hayward, CA Job Type: Full-Time Pay: DOE (Hourly) + Commission & Bonus Potential Are you a natural people person who thrives on closing deals and delivering exceptional customer service? We’re looking for a high...Hourly payFull timeWeekend work
Big O Tires
Hayward, CA1 day ago - Job Description Job Description Benefits: ~ Health insurance ~ Opportunity for advancement ~ Paid time off ~ Training & development ~401(k) ~ Competitive salary ~ Employee discounts ~ Paid holidays Location: Bay Area, CA (Must understand local...Full timeFor subcontractorLocal areaImmediate start
FASTSIGNS #62601
Oakland, CA18 days ago $50k - $100k
...through on every commitment - guests leave your lane feeling informed and genuinely well cared for, not processed • You have service advisor, hospitality, or strong guest-facing sales experience and you're ready to bring that foundation to one of the most recognized Land...Full timeSwickard Auto Group
San Francisco, CA1 day ago- ...TOP DOG Service Advisor Wanted Are you a top performer and consistently deliver the best numbers in your service department? Is your compensation package reflecting your TOP DOG status? We are looking for a few talented service advisors to join our team of all stars. We...Work experience placementWork at officeLocal areaShift workAfternoon shift
The Ford Store San Leandro
San Leandro, CA4 days ago - Wing is seeking a General Virtual Assistant to start immediately. The role focuses on data entry, document management, calendar coordination, email handling, CRM updates, and support for marketing and sales campaigns in a fully remote setup. The ideal candidate has 6 months...Remote jobImmediate startNight shift
$70k - $85k
A growing independent financial advisory practice is seeking a Client Services Advisor to join its team in Oakland, California. This role is ideal for a licensed wealth management professional who enjoys building strong client relationships, supporting financial planning...Work at office- ...runs Promaxo’s trade-show presence, and keeps marketing collateral current and on-brand. Working closely with Sales, Clinical, Field Service, and Operations, the Coordinator helps ensure every prospect and customer has a responsive, well-organized experience with Promaxo....Work at office
Promaxo
Oakland, CA5 days ago - ...Service Advisor Sign-On Bonus Available 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 kind of benefits you'd...Hourly payRelocation packageFlexible hours
American Tire Depot
San Francisco, CA4 days ago - Studio Cosita in Berkeley is seeking a part-time Studio Assistant to support the Studio Manager with day-to-day operations. This hands-on role is perfect for someone who is organized, resourceful, and enjoys keeping the studio running smoothly behind the scenes. You will...Part time
$3,546.63 - $3,916.02 per month
...attention to detail, and familiarity with purchasing procedures. This classification is part of the Contract Compliance and General Services Department and functions as a support role within a team of Contracts Specialists. Assignments are primarily administrative and...Contract workWork at officeOakland Housing Authority
Oakland, CA7 days ago- ...Family Service Advisor at Chapel of the Chimes Hayward Funeral Home and Memorial Park Join NorthStar Memorial Group as a Family Service Advisor at Chapel of the Chimes Hayward Funeral Home and Memorial Park in Hayward, CA. At NorthStar, we're redefining how families...
NorthStar Memorial Group
Hayward, CA1 day ago $33.86 - $46.5 per hour
...of Science programs, including a wide variety of instructional materials products, educational outreach programs, and professional services. This position plays a key customer interfacing role by gathering information from internal and external stakeholders, drafting...Bi-weekly payHourly payFull timeContract workH1bLocal areaRemote workUniversity of California, Berkeley
Berkeley, CA6 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 Oakland, CA
- court services officer Oakland, CA
- protective services officer Oakland, CA
- service delivery associate Oakland, CA
- community services specialist Oakland, CA
- transaction services specialist Oakland, CA
- environmental service worker Oakland, CA
- information technology and services consultant Oakland, CA
- public service officer Oakland, CA
- toyota service advisor Oakland, CA