Service advisor Jobs in Irvine, CA
- Promoted
Service Advisor
Northwestern MutualIrvine, CA, United States- Promoted
Service Advisor
AutoNationTustin, CA, US- Promoted
Service Advisor Hourly
Tuttle-Click Automotive GroupIrvine, CA, United States- Promoted
Automotive Customer Service Advisor
Pep BoysSanta Ana, CA, United States- Promoted
- New!
Honda Service Advisor
Irvine Auto Retail IncIrvine, CA, US- Promoted
- New!
Project Service Advisor
GHD GroupIrvine, CA, United States- Promoted
Financial Service Advisor
SchoolsFirst Federal Credit UnionSanta Ana, CA, US- Promoted
Express Service Advisor
Tuttle Click HyundaiIrvine, CA, United States
Service Advisor
Irvine Imports, Inc.AutoNation Toyota Irvine- Promoted
Service Advisor
VinFastIrvine, CA, US- Promoted
CUSTOMER SERVICE ADVISOR
Barker and Sons PlumbingOrange, CA, United States- Promoted
- New!
Automotive Service Advisor / Writer
Major Tire RetailerCosta Mesa, CA, US
CUSTOMER SERVICE ADVISOR
Radius RecyclingCA, United States- Promoted
- New!
Toyota Place - Service Advisor
Noarus TGGGarden Grove, CA, US- Promoted
Volkswagen - Service Advisor
Volkswagen of Garden GroveGarden Grove, CA, US
Service Advisor
Penske Automotive GroupSanta Ana, CA
Service Advisor
Joe MacPherson InfinitiAutoNation Infiniti Tustin
Service Advisor
Airstream Orange CountyMidway City, CA, US- Promoted
- New!
Automotive Service Advisor_Writer
Euro Car Doctor, IncIrvine, CA, US
Tire Service Advisor
Dealer Tire LLCRemote CaliforniaService Advisor
Northwestern MutualIrvine, CA, United States- Full-time
The Private Wealth Associate role at Wealth Coast is a servicing advisor. They are responsible for managing the firm’s existing client relationships by serving them according to the firm’s service model, coordinating the implementation of the clients’ financial plans in alignment with the firm’s planning philosophies, and recognizing opportunities within the relationship for generating additional revenue to the firm (e.g., assets to manage, insurance gaps to fill, or fee-based planning services to offer). Opportunities to increase personal production can be done through personal observation, prospecting with current relationships, or by obtaining unsolicited inbound introductions in response to providing incredible service to current clients. Overall, the role morphs slightly into a behavioral coach and plan implementation specialist.
Responsibilities : Client Management :
o Serve as the secondary advisor and point of contact for approximately 150 total wealth management and financial planning client households
o Finalize and approve proposals, financial plans, recommended risk and investment strategies, and other client meeting materials drafted by our planning department
o Participate in initial plan delivery and plan implementation meetings
o Manage internal communications to ensure accuracy with regards to plan implementation items
o Proactively and reactively communicate with assigned clients, especially if related to planning
o Conduct review, check-in, and ongoing implementation meetings
o Connect with and develop relationships with existing client’s next generation
o Make planning and investment recommendations to clients
o Increase assets under management and find new insurance opportunities
Knowledge
o Private Wealth Advisors should keep up-to-date on current market, economic, and industry trends, and be knowledgeable in the following areas :
o Retirement Planning
o Risk Management
o Tax Strategies
o Estate Planning
o Business Planning
o Charitable Gifting Strategies
o Education Funding
o CFP® required
Communication / Presence
o Excellent verbal and written communication skills
o Outstanding problem-solving skills
o Ability to create and maintain systems for high volumes of work, and stay organized in a fast-paced environment
o Strong client service-oriented focus
o Team-oriented
o Consistent follow-through