Service Advisor

$100k

The 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.

Apply

Vacancy posted 11 hours ago

Similar jobs that could be interesting for youBased on the Service Advisor in Madison, WI vacancy

Automotive Service Advisor
$20 per hour
.... Please refer to the Blain's Farm & Fleet position description for accurate pay range information. Job Duties The Service Advisor will perform automotive services in a timely and efficient manner while providing quality customer service. Associates will be...
Suggested
Hourly pay
Full time
Temporary work
Weekend work
Blain's Farm & Fleet
Madison, WI
a month ago
Customer Service Officers
...we do our customers - after all, a great customer experience is only possible with great employees. Summary The Service Advisor is responsible for scheduling service work in the service department and for selling additional needed service to customers. The...
Suggested
Flexible hours
Russ Darrow Automotive Group
Madison, WI
3 days ago
Service Advisor
$96.15 per week
...Apply Job Type Full-time Description Your Next Big Career Move: Service Advisor Join the Driving Force Behind JX Enterprises! Why Choose JX? At JX Enterprises and Truck Center, we are more than trucks. As a third-generation, family-owned...
Suggested
Full time
Local area
Monday to Friday
Shift work
JX Truck Center
Madison, WI
4 days ago
Service Advisor
$60k - $100k
...Experienced Automotive Service Advisor We are a second-generation, family-owned automotive repair shop that has proudly served our community for 47 years. We are looking for an experienced Automotive Service Advisor who values relationships, professionalism, and process...
Suggested
Temporary work
Worldwide
Elite Worldwide
Madison, WI
2 days ago
Service Advisor
...Service Advisor Are you looking for a job that combines your brilliant people skills with your enthusiasm for cars? Our customers’ lives and lifestyles are dependent on having safe, reliable transportation. They trust our service advisors to make recommendations that...
Suggested
Flexible hours
Zimbrick Automotive
Madison, WI
4 days ago
Automotive Service Advisor
...Automotive Service Advisor L0556 Wilde East Towne Honda Wilde East Towne Honda Pay: To Be Discussed during in-person interviews Schedule: We ask that you have open availability to support dealership operations and customer demand. You will need to be available...
Temporary work
Remote work
Flexible hours
Afternoon shift
LITHIA
Madison, WI
3 days ago
Service Advisor
Description Job Overview: The Service Advisor is an important role within the Service Centre, responsible for managing customer interactions, preparing and revising quotes, planning and scheduling repairs, and ensuring customer satisfaction through effective communication...
Part time
Madison Spring, Inc.
Monona, WI
3 days ago
Service Advisor
$20 - $30 per hour
...Job Description Job Description Join Our Team as a Service Advisor at Marc's Garage! We’re a trusted, locally owned repair shop looking for a Service Advisor who enjoys working with people, values honesty, and takes pride in doing things right. You’ll be the...
Hourly pay
Monday to Friday
Marc's Garage
Madison, WI
20 days ago
Automotive Service Advisor
...Madison, WI 53718 Full time R117704 Dealership:L0556 Wilde East Towne Honda Wilde East Towne Honda Hiring: Automotive Service Advisor Pay: To Be Discussed during in-person interviews Schedule: We ask that you have open availability to support dealership...
Full time
Temporary work
Flexible hours
Afternoon shift
Lithia & Driveway
Madison, WI
3 days ago
Remote Sales and Service Advisor
$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 job
Work from home
Flexible hours
HMG Careers
Maple Bluff, WI
15 days ago
Automotive Service Advisor
...Dealership: L0556 Wilde East Towne Honda Wilde East Towne Honda Hiring: Automotive Service Advisor Pay: To Be Discussed during in-person interviews Schedule: We ask that you have open availability to support dealership operations and customer...
Full time
Temporary work
Flexible hours
Afternoon shift
Lithia & Driveway
Madison, WI
48 minutes ago
Administrative Support Assistant (OA)
...And Requirements Male applicants born after December 31, 1959, must complete a Pre-Employment Certification Statement for Selective Service Registration. You will be required to provide proof of U.S. Citizenship. This position requires a 1 year probationary period during...
Permanent employment
Local area
US Army Corps of Engineers
Madison, WI
1 day ago
Service Operations Automation Adminstrator
...Association (WFAA)*, the private fundraising and alumni relations organization for the University of Wisconsin-Madison, is seeking a Service Operations Automation Administrator to join our Information Technology team! The Service Operations Automation Administrator is...
Full time
Work at office
Remote work
Wisconsin Foundation and Alumni Association (WFAA)
Madison, WI
24 days ago
Dental Office Assistant - Business Assistant
...Heartland Dental? Heartland Dental is the nation's largest dental support organization, providing non-clinical administrative support services to more than 3,000 supported doctors across 39 states and the District of Columbia in over 1,800 dental offices. Each Heartland...
Daily paid
Work at office
Local area
Bartram Family Dental Care
Madison, WI
3 days ago
Sales Coordinator
...Associate degree in business, sales, or similar preferred. Experience Requirements Two years of experience in customer service. Prior experience in a manufacturing environment and/or quoting is preferred. Equal Opportunity Employer This employer is...
Work at office
Flexible hours
Mayville Engineering Company, Inc.
Madison, WI
4 days ago
Junior Personal Assistant
$40k - $45k
Personal Assistant Everlight Solar is seeking a Personal Assistant to perform a variety of administrative tasks including data entry, assisting in the planning and execution of company-wide events, and personal errand-based tasks. This is an in-person, full-time, entry...
Full time
Flexible hours
Everlight Solar
Madison, WI
1 day ago
Dental Office Assistant - Business Assistant
...Heartland Dental? Heartland Dental is the nation's largest dental support organization, providing non-clinical administrative support services to more than 3,000 supported doctors across 39 states and the District of Columbia in over 1,800 dental offices. Each Heartland...
Daily paid
Work at office
Local area
Heartland Dental
Madison, WI
1 day ago
Personal Assistant
$47k - $53k
Company Description At Skillbridge Academy , we are dedicated to empowering professionals with the tools, knowledge, and support they need to excel. Our team is committed to excellence, innovation, and fostering a collaborative environment where every member can...
Full time
Work at office
Flexible hours
Alphabe Insight Inc
Madison, WI
1 day ago
Sales Administrative Assistant
...capital equipment that transforms paper into products for consumers - every day, around the world. We offer innovative technologies, service and parts, and years of global experience in corrugating, finishing; slitting and packaging; stationery; bookbinding and security...
Full time
Work at office
Barry-Wehmiller Companies Inc
Madison, WI
2 days ago
Industrial Sales Coordinator
$19.76 - $24.71 per hour
...I. Job Summary Sets up and maintains digital customer records and provides administrative support for the Technical Service Center and Manufacturing & Industrial Sales Team. Provides service and support within the Centralized Setup Team for internal and external customers...
Temporary work
Work experience placement
Remote work
wm
Madison, WI
2 days ago
Business Development Administrator
$85k - $110k
...Development Administrator who will be responsible for supporting growth and strategic pursuits and bids/proposals in the testing services, capital equipment and manufacturing, and energy R&D business units. The Business Development Administrator will work closely with...
Full time
For subcontractor
SHINE Technologies LLC
Fitchburg, WI
46 minutes ago
Program Support Assistant (Office Automation)
...within the United States Dairy Forage Research Center for the United States Department of Agriculture (USDA), Agricultural Research Service (ARS) in Madison, WI, Marshfield, WI & Prairie Du Sac, WI. In these positions, you will serve as a personal assistant to the...
Full time
Part time
Work at office
Relocation package
Flexible hours
Agricultural Research Service
Madison, WI
1 day ago
Contract Administrator
$1,500 per month
...improvements as needed • Manage multiple tasks, work under tight deadlines and adjust schedules as needed in order to meet stated service goals and priorities Education Requirements: ~ Minimum: High School or GED Years of Experience: A...
Contract work
Work at office
Local area
Remote work
Flexible hours
National Guardian Life Insurance Company
Madison, WI
1 day ago
Program Support Assistant (Office Automation)
...coordination, tracking agreements, and procurement of supplies/equipment. Provide human resources administration, training, and advisory services to the RL and professional staff on all program administrative procedures, ensuring compliance with regulations. Serve as the...
Work at office
USDA
Madison, WI
3 days ago
Program Support Assistant (Office Automation)
...within the United States Dairy Forage Research Center for the United States Department of Agriculture (USDA), Agricultural Research Service (ARS) in Madison, WI, Marshfield, WI & Prairie Du Sac, WI. In these positions, you will serve as a personal assistant to the...
Work at office
US Government Jobs
Madison, WI
3 days ago
HVAC Parts Sales Coordinator
...timely manner. HVAC or parts experience is a plus, but it is not required. We are also interested in candidates with strong customer-service skills, mechanical aptitude, and a willingness to learn. Masters will provide product and system training to help the right...
For contractors
Work at office
Monday to Friday
Masters Building Solutions Inc
Madison, WI
14 days ago
Service Consultant
$70k
...Service Consultant Bergstrom Chevrolet of Middleton At Bergstrom Automotive, we're proud to be Wisconsin's largest dealership, setting the standard for exceptional guest experiences. Our team is driven by innovation, integrity, and a dedication to fostering growth...
Full time
Temporary work
Work at office
Local area
Monday to Friday
Shift work
Bergstrom Auto
Middleton, WI
3 days ago
Program Support Assistant (Office Automation)
...within the United States Dairy Forage Research Center for the United States Department of Agriculture (USDA), Agricultural Research Service (ARS) in Madison, WI, Marshfield, WI & Prairie Du Sac, WI. In these positions, you will serve as a personal assistant to the...
Work at office
US-Agricultural-Research-Servic
Madison, WI
3 days ago
Retail Service Specialist
...Retail Service SpecialistThe 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...
Local area
Flexible hours
Shift work
Night shift
O'Reilly Auto Parts
Madison, WI
4 days ago
Service Associate
...7455 Mineral Point Rd - Madison, Wisconsin 53717 Position Summary : This role is responsible to provide highly satisfactory service and assistance to guests; bag groceries and provide carry-out service to vehicles for quests, retrieve carts from parking area, perform...
Part time
Visa sponsorship
Work visa
Shift work
C&S Wholesale Grocers Inc
Madison, WI
4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Service Advisor. Be the first to apply!