Talent.com

Client advisor Jobs in Berkeley, CA

Create a job alert for this search

Client advisor • berkeley ca

Last updated: 1 day ago

Head Student Advisor

College Internship Program (CIP)Berkeley, CA, United States
$18.00 hourly
Full-time +1

The Head Student Advisor works with advisors to ensure students are on track to accomplish their goals.The Head Student Advisor acts as the communication bridge between advisors, CIP administration... Show more

Financial Advisor

TradeJobsWorkforce94158 San Francisco, CA, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more

 • Promoted

Service Advisor

TEC EquipmentOakland, CA, United States
$28.49 hourly
Full-time

Our Service Department has an excellent opportunity for an entry level Service Advisor to join our TEC team.The Service Advisor acts as a liaison between customers and our shop, utilizing skill in ... Show more

Client Sales Associate

Stratford DavisOakland, CA, us
Full-time

As an Client Sales Associate, you will play a key role in helping individuals and families make informed financial decisions.In this position, you’ll deliver personalized guidance by understanding ... Show more

Energy Advisor

TRC Companies, Inc.Oakland, California, USA
$100,000.00 yearly
Full-time +1

TRC has long set the bar for clients who require more than just engineering, combining science with the latest technology to devise innovative solutions that stand the test of time.From pipelines t... Show more

Beauty Advisor

Ulta Beauty, Inc.Alameda, California, United States
$17.00 hourly
Full-time +1

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more

Senior Property Advisor

US001 Marsh USA LLCEmbarcadero,San Francisco
$195,000.00 yearly
Full-time

Marsh USA LLC is seeking candidates for the following full-time position based in the San Francisco, CA office (A hybrid work schedule may be permitted within a commutable distance from the worksit... Show more

Automotive Service Advisor

Victory Automotive GroupAlbany, CA, United States
Full-time

Top 25 ranked Privately Held Companies for 2023!.Victory Automotive Group is family owned and operated since 1997 with over 50 locations across the United States.We provide the best opportunities f... Show more

Block Advisor Tax Advisor

H&R BlockLafayette, CA, United States
$11.00 hourly
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ... Show more

Financial Advisor

BmoOakland, CA, United States
$63,300.00 yearly
Part-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more

Service Advisor

Mercedes-Benz of OaklandOakland, CA, US
Full-time

Established in 1966, Euromotors Auto Group's Mercedes-Benz of Oakland has been serving generations of Bay Area residents and Mercedes-Benz owners for decades.As one of the oldest family-owned Merce... Show more

J.P. Morgan Wealth Management Private Client Advisor - Alameda, CA and Surrounding Areas

JPMorgan ChaseAlameda, CA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Service Advisor Manager

Automotive World IncEast Bay, CA, US
$94,000.00 yearly
Full-time

Employee discounts on automotive services and parts.Collaborative and supportive work environment with a focus on teamwork.Opportunities for career growth and advancement within our established.Com... Show more

J.P. Morgan Wealth Management Private Client Advisor - Alameda, CA and Surrounding Areas

ChaseAlameda, CA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Client Experience Lead

Husch BlackwellOakland, CA, US
Full-time

United States, serving clients with domestic and international operations.At Husch Blackwell we believe that diverse, equitable and inclusive teams lead to better outcomes.Husch Blackwell is commit... Show more

Benefits Support Advisor

AO Globe LifeOakland, CA, US
Full-time
Quick Apply

AO Globe Life is seeking motivated professionals to join our fully remote team as Remote Member Benefits Specialists.In this role, you will help families and individuals across the United States un... Show more

J.P. Morgan Wealth Management - Private Client Advisor - Fairfield, CA and Surrounding areas

JPMorgan Chase Bank, N.A.Berkeley, CA, US
$70,320.00 yearly
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Finacial Advisor

TradeJobsWorkForce94108 San Francisco, CA, US
Full-time

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more

 • Promoted

Senior Policy Advisor

US Government JobsOakland, CA, United States
Full-time

The ideal candidate will have extensive experience in executive-level policy development, strategic planning, and program evaluation within federal emergency management or related fields.They demon... Show more

People also ask
Head Student Advisor

Head Student Advisor

College Internship Program (CIP)Berkeley, CA, United States
1 day ago
Salary
$18.00 hourly
Job type
  • Full-time
  • Part-time
Job description

Head Student Advisor

The Head Student Advisor works with advisors to ensure students are on track to accomplish their goals. The Head Student Advisor acts as the communication bridge between advisors, CIP administration, and families. The Head Student Advisor is expected to manage their team of advisors in a positive, directed, and structured manner to ensure that students are receiving services required. The Head Student Advisor is an onsite full-time exempt position located in Berkeley, CA that reports to the Program Director.

This position operates in a highly scheduled environment but may require longer hours and occasional weekend work and minimal travel as job duties demand. The Head Student Advisor position involves a moderate physical demand.

The College Internship Program (CIP) is a full-year private young adult transition program for individuals 18-26 with autism, ADHD, and other learning differences offering comprehensive and specialized services. CIP's programs uniquely address the needs of adolescents and young adults with high-functioning autism, ADHD, and other learning differences by providing a comprehensive curriculum, expert staffing, and a structured weekly schedule. We believe that a learning disability is a learning difference, and our expert staff understand and meet our young adults enrolled in the program where they are at. Our programs focus on the generalization of specialized skills specifically for autism and learning differences. CIP students live with a close-knit community of peers within a supported apartment living setting and fully access the community around them. Each student's unique needs are met individually as they prepare for success in independent living, college, and employment. CIP is the result of strategies we have developed over 40 years working with hundreds of young people who learn differently and have exceptionalities, helping develop the self-knowledge and skills to live happy and productive lives.

All the Responsibilities We'll Trust You With:

  • Oversee student's personal Centered Plan (PCP) to assist advisors in establishing short and long-term goals and secure input from the student, family, and staff.
  • Ensure advisors are communicating twice a month with the student's family regarding progress made, activities attended, schedule changes, internship updates and possibilities, and any other information which pertains to the student's program plan.
  • Maintain records of student and advisor family communications in our electronic system.
  • Ensure all information from other departments is communicated to advisors and parents properly.
  • Communicate with applicable Educational Consultants as per the guidelines.
  • Responsible for coordinating advisor/student family meetings.
  • Assist advisors with coaching students on banking, money management, and budgeting.
  • Assist advisors in coaching students with setting up any necessary outside appointments.
  • Oversee team review meetings in order to receive an update on all areas of the student's academic progress.
  • Oversee attendance tracking document to ensure students are attending all modules and or assist the advisor in holding attendance meetings and developing action plans.
  • Ensure advisors are performing weekly assessments on students to determine their weekly status.
  • Supervise advising team; ensure tasks are completed accurately and timely and perform annual evaluations on reporting staff.
  • Assist advisors in coaching their students on medication management.
  • Host weekly advisor team meetings; fill out temp read reports, escalation reports, and address agenda items.
  • *Other Duties as Assigned

Qualities You Possess:

  • The Head Student Advisor will possess exceptional communication skills, precise attention to detail, superior organization and prioritization skills and self-motivation in managing tasks to completion. They will have genuine empathy and awareness of the needs and sensitivities of prospective families, students, and staff.

Your Areas of Knowledge and Expertise:

  • Bachelor's Degree from an accredited institution in Psychology, Social Work, Education, or a related field is required.
  • Proficient with office utility computer software programs and a quick learner in new technologies is required.
  • 2 years of experience in the field of autism and/or learning disabilities at the higher education level is highly preferred.
  • Special education and/or advising background, particularly at the higher education level is highly preferred.
  • An Active Driver's License is required.

Why Join CIP?

  • Vacation Time - 15 days full time only
  • Paid Holidays - 12 days full time only; Holiday premium pay for part time only
  • Paid Sick Days and Personal Days accrued
  • Medical, Dental and Vision Insurance
  • Voluntary Benefits: Short and Long-term Disability, Additional Life, Child Life and Spousal Life
  • Dependent Care Flexible Spending Account
  • Flexible Spending Accounts
  • 401(K) - We offer a Traditional 401(K) and a Roth 401(K) employer match up to 4%
  • Financial Wellness Advisor Services
  • Tuition and continued education reimbursement up to $3,000 annually for full time and up to $1,000 for part time
  • Wellness reimbursement of $200 per year for full time and $100 per year for part time
  • Employee Assistance Program: child care and parenting, senior care and aging, emotional health, health and wellness, legal and financial, access to discounts
  • A health advocate to assist with our insurance & healthcare challenges
  • Ongoing monthly training and professional development opportunities
  • Supportive and Collaborative Culture

*Please note that the benefits listed may change based on business needs, regulatory requirements or other factors

Accommodations Disabilities Act Statement

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job position.

Affirmative Action Plan (AAP)/Equal Employment Opportunity (EEO) Statement

College Internship Program (CIP) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

This job description is intended to provide a general overview of the responsibilities and qualifications associated with this position. It is not an exhaustive list of all duties, responsibilities, and qualifications required. Team members may be assigned additional responsibilities as necessary.