FULL_TIME

FEED

UNKNOWN

Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM.

YEAR

Brighton Jones

Advisor - Newport Beach

lever_via_bold

Provide accurate and quality warranty documents from Homeowners to ensure our Technicians have all the information to deliver a delightful and more than satisfied experience for our valued customers. HVAC Alliance Expert is a fast-growing, young, diverse organization & we are hiring for our HVAC Sales team in Orange County, CA.

Home Alliance

HVAC Comfort Advisor - OC

ea_via_bold

Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

BMO (Bank of Montreal)

Financial Advisor

Ensure customer experience is best-in-class: authentic, engaging, educational and aligned with Rivian's core values and culture Engage and qualify Rivian customers and identify their unique needs to create personalized and memorable experiences that drive conversion and customer satisfaction Maintain and share your in-depth knowledge of our products and services, features and benefits, and community stories to effectively guide customers in their decision-making process when considering Rivian Build and manage a healthy sales pipeline by establishing positive, long-term relationships with customers via high touch, responsive service Engage and support customers through order confirmation, following up across various stages of the sales process to drive conversion through the funnel and increase customer satisfaction, repeat business and referrals Study and solicit customer feedback to understand and solve for customer pain points and opportunities for continuous improvement Stay up to date on auto and EV competitive landscape and trends to keep a close pulse on what customers are considering and effectively build value in our products and overcome objections to purchase Share success strategies, best practices and continuous feedback with teammates to cultivate a culture of learning and winning together built on trust Support and motivate fellow team members by providing clear direction and feedback Resolve customer escalations in the moment and promptly cascade outstanding issues to the appropriate teams while ensuring customer satisfaction. Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law.

HOUR

Rivian Automotive Inc

Inside Sales Advisor - Irvine

Accurately and efficiently manage the end-to-end process of services, supporting with notifying clients of their incoming services, consistently auditing services, and proactively resolving opportunities to mitigate impacts to the client experience. Support service counter operations, including managing the line up to ensure clients are serviced as quickly as possible, preparing product for transactions, packaging client purchases, and returning product to the sales floor.

Aritzia Inc

Service Advisor - Los Cerritos Center

Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services.

Sales Advisor IV - Orange County (For Future Consideration)

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America

Private Client Advisor II

ADAPTED_NOW

Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. • Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

Charles Schwab

Senior Manager, Wealth Advisor

Ivy Exec

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site at our “Phoenix Peak” location, 2423 E Lincoln Dr. through the remainder of 2026, with a planned transition in Q1 2026 to our new Schwab Wealth Advisory office located at 8701 E Hartford Dr in Scottsdale. • Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.

Wealth Advisor

Service Advisor - Del Amo Fashion Center

Product Advisor IV - El Segundo Service Center

Why join M&G: We continue to win awards and achieve honors for our culture, industry expertise, and services: Central Coast Best Places to Work by Pacific Coast Business Times (2018-2025). What you will do: Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware.

Morris & Garritano

Commercial Risk Advisor - Sales

IRecruitee

Ensure customer experience is best-in-class: authentic, engaging, educational and aligned with Rivian's core values and culture Qualify Rivian customers and identify their unique needs to create personalized and memorable experiences that drive conversion and customer satisfaction Build and manage a healthy sales pipeline by establishing positive, long-term relationships with customers via high touch, responsive service Study and solicit customer feedback to understand and solve for customer pain points and opportunities for continuous improvement Stay up to date on auto and EV competitive landscape and trends to keep a close pulse on what customers are considering and effectively build value in our products and overcome objections to repurchasing. Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law.

Ownership Loyalty Advisor IV - Irvine

Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement Group Acquisition

VP Financial Advisor

The Admissions Advisor serves as the first point of contact for inquiries made to the school, schedules each applicant's appointment to visit the school, interviews applicants, informs and answers questions regarding the schools' programs, and coordinates with various school offices to guide the student through the admissions process. The Admissions Advisor is a member of the Admissions Team whose primary responsibility is to manage the admissions life cycle for all the schools' applicants from their initial inquiry to their new student orientation.

Southern California Institute of Technology

Admissions Advisor

Ensure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label.

Ulta Beauty Inc

Prestige Beauty Advisor

Career and Leadership Development: We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine CHANEL People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills. We offer Employee Resource Groups in the US that are voluntary, open to all, employee-led groups formed around a shared identity or lived experience, whose aim is to foster a diverse, inclusive, and equitable community aligned with the values and missions of the communities they support.

Chanel

Fashion Advisor, WFJ Specialist- Saks, Beverly Hills

With an appreciation for women’s many roles and how pieces are worn in practice, we create emblematic designs with an emphasis on materiality and shape. TOTEME has an internal career development and title framework and the job title used in the recruitment ad may differ from the title used internally at TOTEME.

Toteme

Sales advisor

Ensure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness, and completing tasks as assigned.

Seasonal Beauty Advisor

In this position, you will partner with managers and employees throughout the employee lifecycle by providing practical HR guidance, supporting employee relations, ensuring compliance, and delivering efficient People & Culture operations. You will work closely with leaders and cross-functional partners to help foster an inclusive workplace, ensure consistent application of policies and practices, and support business success through effective people solutions.

Customer Advisor Jobs in Costa Mesa, CA

Advisor - Newport Beach Brighton Jones

HVAC Comfort Advisor - OC Home Alliance

Financial Advisor BMO (Bank of Montreal)

Inside Sales Advisor - Irvine Rivian Automotive Inc

Service Advisor - Los Cerritos Center Aritzia Inc

Sales Advisor IV - Orange County (For Future Consideration) Rivian Automotive Inc

Private Client Advisor II Bank of America

Senior Manager, Wealth Advisor Charles Schwab

Wealth Advisor Charles Schwab

Service Advisor - Del Amo Fashion Center Aritzia Inc

Product Advisor IV - El Segundo Service Center Rivian Automotive Inc

Commercial Risk Advisor - Sales Morris & Garritano

Ownership Loyalty Advisor IV - Irvine Rivian Automotive Inc

VP Financial Advisor Wealth Enhancement Group Acquisition

Admissions Advisor Southern California Institute of Technology

Prestige Beauty Advisor Ulta Beauty Inc

Fashion Advisor, WFJ Specialist- Saks, Beverly Hills Chanel

Sales advisor Toteme

Seasonal Beauty Advisor Ulta Beauty Inc

People & Culture Advisor Hexagon

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