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.
$64.5k - $161.8k
...Lithia Nissan of Clovis Hiring: Service Advisor Pay: $64,500 - $161,800 Annually Schedule: We ask that you have open availability to support dealership operations and customer demand. You will need to be available to work a flexible schedule, including evenings...SuggestedPrice workTemporary workFlexible hoursAfternoon shiftLITHIA
Clovis, CA1 day ago$21 - $29 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 timeWalmart
Fresno, CA3 days ago$80k - $120k
...Service Advisor We are seeking a full-time candidate for a position as an established, long-tenured Service Advisor. Candidates must have a flexible schedule as the service department is open Monday to Saturday. Candidates will need to be reliable, missing time away from...SuggestedFull timeFlexible hoursClawson Honda
Fresno, CA1 day ago$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 areaCamping World Holdings
Fresno, CA3 days ago- ...Service Advisor The Service Advisor is the center of communication for service/repair activities and the liaison between customers and the technicians. Serving as the primary point-of-contact for all automotive service and repair matters, the Service Advisor must listen...Suggested
Fresno Lexus
Fresno, CA22 hours 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...Full timePart timeLocal areaCamping World Holdings
Fresno, CA4 days ago$17 - $22 per hour
...cemetery, crematory or a combination of these facilities. Duties include greeting the public and providing general information on services offered in a polite manner with a goal to meet and exceed customer expectations. Job Responsibilities Prepares death certificates,...Temporary workFlexible hoursService Corporation International
Fresno, CA3 days ago- ...Competitive Compensation: Bonuses, paid vacation & holidays uniform laundry service Paid training Job Summary We are looking for a high-performing Automotive Service Advisor to join our team. If you have a proven track record of trustworthy sales experience...Flexible hours
JM&H AUTOMOTIVE
Clovis, CA4 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
Fresno, CA4 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
Malaga, CA17 days ago- Lead people to greatness. Work for Combined Combined Insurance, a CHUBB company and leader in the voluntary benefits industry, is seeking talented Agency Coordinators to help us build on our recent exciting growth. The ideal candidate has at least one year of experience...For contractors
Combined Insurance
Fresno, CA2 days ago - ...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
Fresno, CA2 days ago $25 - $30 per hour
...warehouse solutions. We bring you our industry-leading expertise in lift trucks, racking, conveyor, dock and door, rentals, parts, and service. Our customers trust us to provide the right supply chain solutions and services to keep their business up and running.Duties and...Hourly payWork experience placementWork at officeFlexible hoursRaymond West
Fresno, CA1 day ago- Marketing And Sales Coordinator Swift 7 Consultants is a professional consulting firm dedicated to helping businesses optimize their operations and enhance customer experiences. Our team is committed to delivering high-quality solutions that drive efficiency and growth...Work at office
Swift7 Consultants
Fresno, CA1 day ago - ...Description and Duties This position is located at Coalinga State Hospital. Plan, organize, or coordinate and administer the general services operation at a State hospital; and do other related work. Continuous responsibility for planning and implementing General...Permanent employmentFull timeWork at officeShift work
Department of State Hospitals
Fresno, CA22 days ago $16.5 - $24.5 per hour
...Retail Service Specialist Compensation Pay Range: $16.50 - $24.50 The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation includes annual, quarterly performance, or premiums may be paid in amounts...Hourly payMinimum wageLocal areaFlexible hoursShift workNight shiftO'Reilly Auto Parts
Fresno, CA1 day ago$20 - $25 per hour
...Job Description Job Description Job Summary A growing construction services organization in Fresno, CA is seeking a professional Receptionist/Admin. Assistant to support front office operations, administrative coordination, and day-to-day office support. This...Hourly payFull timeTemporary workWork at officeLocal areaAppleOne
Fresno, CAa month ago$26 - $31 per hour
Construction Contract Administrator with growing organization in the Central Valley of California This Jobot Consulting Job is hosted by: Sunshine Pennington Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $26 - $3...Hourly payContract workFor contractorsFor subcontractorLocal areaJobot
Clovis, CA2 days ago$19 per hour
...maintaining professional relationships with management and staff within assigned store Train retail store associates on HP products and services Maintain displays for cleanliness, functionality, and demo-readiness Responsible for reporting and competitive insights...Hourly payPart timeLocal areaWorldwide10 hours per weekFlexible hoursWeekend workAfternoon shift2020 Companies
Fresno, CA1 day ago$15 per hour
Remote Virtual Assistant / Entry Level - USA About the job Remote Virtual Assistant / Entry Level - USA We are looking for a talented Virtual Assistant (remote) to work with a life coach. This person must be bilingual (English speaking). Qualities: ~ Creative...Hourly payPermanent employmentContract workPart timeRemote workVisa sponsorshipMonday to FridayJobsultant Solutions
Fresno, CA22 hours ago- ...because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Under direct supervision: Provides quality service to customers. Promotes sales of Bank...Work experience placementWork at office
Westamerica Bank
Clovis, CA1 day ago - Virtual Assistant - Entry level (Remote) About the job Virtual Assistant - Entry level (Remote) The Virtual Assistant for the CEO is a dynamic role that requires the ability to anticipate needs, think critically, offer solutions to problems, and communicate both internally...Temporary workWork at officeRemote workFlexible hours
Easy Recruiter
Fresno, CA22 hours ago $18 - $19 per hour
A bit about us: We are a busy and established organization seeking a dependable Office Clerk to support daily administrative operations during a high-volume season. This position plays an important role in helping departments stay organized and ensuring office functions...Hourly payTemporary workCasual workWork at officeLocal areaMonday to FridayJobot
Fresno, CA22 hours ago- Overview We are seeking a dedicated and organised individual to join our team in a vital administrative role within our dental practice. The ideal candidate will have excellent communication skills and a proactive approach to supporting the daily operations of our office...Work at officeRemote work
Vista Robles Dental Group
Fresno, CA1 day ago - ...As a Airport Operations Assistant, you will be responsible for supporting airport operations and passenger services, including: assist passengers with check-in and boarding processes. respond to customer inquiries via phone & email. handle baggage and coordinate with...
TradeJobsWorkForce
Fresno, CA1 day ago - ...Assist with data entry, correspondence, and general administrative tasks Requirements Strong communication and customer service skills Spanish speaking (but no required) Basic computer skills (email, scheduling, documents) Organized, dependable, and...Work at officeFlexible hours
Eugiene Marzette Farmers Insurance
Clovis, CA1 day ago - ...experience. The ideal candidate will have strong communication skills, problem-solving abilities, and a proactive approach to customer service. Responsibilities: Respond to customer inquiries via phone, email, and other communication channels Assist customers...Work at office
Alphabe Insight Inc
Fresno, CA2 days ago - ...Office Manager in completing office functions as assigned. Business Office Assistant ADMINISTRATIVE • Attends all meetings and in-services as required. QUALIFICATIONS • High School Diploma. • SNF experience preferred. • Good verbal and written communication...Work at office
Healthcare Center of Fresno
Fresno, CA22 days ago $20.79 - $25.37 per hour
Base Pay $20.79 - $25.37 / Hour Employee Type FT Non-Exempt Description Job Summary: The Office Assistant is a key member of our front office team, helping create a welcoming, organized, and supportive environment for clients, staff, and visitors. ...Work at officeSacramento Native American Health Center
Clovis, CA1 day ago$85k - $105k
...implement new and creative sales strategies Understand and keep up-to-date with ever-changing market trends Provide exceptional customer service to current and prospective customers Gather customer feedback to help improve and enhance product offerings Promote IXL and Rosetta...Full timeRemote workNight shiftTech Sales Jobs
Fresno, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Service Advisor. Be the first to apply!
- internal service advisor Fresno, CA
- patient service specialist Fresno, CA
- court services officer Fresno, CA
- protective services officer Fresno, CA
- service delivery associate Fresno, CA
- community services specialist Fresno, CA
- transaction services specialist Fresno, CA
- environmental service worker Fresno, CA
- information technology and services consultant Fresno, CA
- public service officer Fresno, CA