We have other current jobs related to this field that you can find below
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Walnut Creek, California, United States Mission Wealth Management LP Full timeJob OverviewAs a recognized leader in the wealth management sector, Mission Wealth Management LP is seeking a dedicated Financial Advisor Associate to contribute to our esteemed team. Our firm is celebrated for its commitment to excellence and community involvement, making it an ideal environment for professionals eager to advance their careers.The ideal...
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Wealth Advisor Associate
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Wealth Advisor Associate
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Walnut Creek, United States Mission Wealth Management LP Full time $65,000 - $75,000Job DescriptionJob DescriptionAs a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team in Walnut Creek, CA! If you are ready to elevate your career in a leading wealth...
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Private Client Advisor
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Walnut Creek, United States Umpqua Bank Full timeUmpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an...
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Senior Lending Advisor
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Walnut Creek, California, United States tapwage Full timeMechanics Bank is currently searching for a Sr. Lending Advisor to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in either our Walnut Creek, Roseville or Irvine offices.Originates new residential mortgage loans. Establishes and maintains...
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Private Wealth Advisor
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Private Wealth Advisor
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Walnut Creek, United States The Ladders Full timeJob Type Full-time Description This position is located in our Walnut Creek Office, which is located at: 1220 Oakland Boulevard, Suite 200 Walnut Creek, CA 94596 The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and...
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Investment Client Advisor
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Walnut Creek, California, United States Fidelity Investments Full timeJob Overview Investment Client Advisor At Fidelity Investments, we recognize that as an Investment Client Advisor, you play a pivotal role in shaping the branch environment, serving as the primary representative of our firm. Your commitment to integrity and transparency will foster client loyalty and engagement, allowing you to build enduring positive...
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Financial Advisor
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Walnut Creek, United States True Wealth Advisory Group Full timeRole Summary: The Financial Advisor role is responsible for managing the client experience for a portion of the firm’s existing clients. Specific duties include preparing personalized financial plans, leading review meetings, proactive communication with clients, and supporting the Managing Principal with maintaining client relationships. They will...
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Financial Advisor
1 month ago
Walnut Creek, United States True Wealth Advisory Group Full timeRole Summary: The Financial Advisor role is responsible for managing the client experience for a portion of the firm’s existing clients. Specific duties include preparing personalized financial plans, leading review meetings, proactive communication with clients, and supporting the Managing Principal with maintaining client relationships. They will...
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Sr Wealth Advisor
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Wealth Advisor II
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Merrill Financial Solutions Advisor
1 month ago
Walnut Creek, United States Bank of America Full timeMerrill Financial Solutions Advisor - East Bay & Associates Market page is loaded Merrill Financial Solutions Advisor - East Bay & Associates Market Apply locations Walnut Creek Pleasanton Oakland Napa Santa Rosa time type Full time posted on Posted 7 Days Ago job requisition id 24015079 Job Description: At Bank of America, we are guided by a common purpose...
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Merrill Financial Solutions Advisor
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Beauty Advisor
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Service Advisor
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Licensed Beauty Advisor
3 weeks ago
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Automotive Service Advisor
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Client Services Associate
5 days ago
Walnut Creek, California, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management:Rockefeller Capital Management, founded in 2018, stands as a premier independent financial advisory firm. Originally established in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and corporations...
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Sales and Service Leader
3 weeks ago
Walnut Creek, United States Sephora Full timeJob ID: 253417Store Name/Number: CA-Walnut Creek (0202)Address: 1149 Broadway Plaza, Walnut Creek, CA 94596, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Full TimePosition Type: RegularYour Role at Sephora: As a Sales and Service Leader, you'll be at the forefront of our mission to provide an exceptional shopping experience for...
Service Advisor
3 months ago
Benefits
- 401(k) Retirement Plan
- 100% paid medical benefit
- Dental and Vision
- 5 day work week, Monday through Friday
- Ensure that customers receive prompt, courteous, and effective service.
- Take ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer.
- Provide concierge support for all owner inquiries, whether phone or in person, to assure the customer does not get mishandled.
- Ensure the daily inventory of technicians' time is consistently sold to service customers.
- Answer technical questions about vehicle problems, warranties, services, and repairs.
- Maintain Customer Happiness scores at or above company standards.
- Reinforces company policies and adheres to company standards.
- Encourages compliance with applicable laws and regulations.
- Maintain good working relationship with factory(s) and foster positive employee relations.
- Collaborate with upper management to make service department hiring and discipline decisions.
- Minimum 2 years experience
- Organized and friendly personality
- Time management skills
- Fantastic communication skills with your customers
- Professional, well-groomed personal appearance
- Consistent record of service and sales success
- Strong record of positive customer satisfaction results
- Team oriented and self-motivated
- Able to work with little supervision
- Knowledge of CDK a plus