545 Results for

Customer Advisor Jobs in Walnut Creek, CA

Jobs

New!

San Mateo, CA5 days ago

Full-time
Employee

Stewart Chrysler Dodge Jeep Ram is looking for experienced Service Advisors to join our industry leading service team! Service Advisors / Automotive Service Consultants interpret customer needs for the mechanics.

New!

Redwood City, CA5 days ago

Full-time
Employee

Boardwalk Chrysler Dodge Jeep Ram is hiring experienced Service Advisors to join our family owned and operated dealership! In business for 40 years, we know how to best serve our customers – by taking care of our employees!

New!

Novato, CA5 days ago

$52,000–$63,000 Per Year

From the latest and best in tire technology to the services required to keep your vehicle looking good and running great, Toscalito Tire & Automotive can get you out on the road quickly - and at an affordable price. Overview:Toscalito Tire & Automotive, Your one-stop, on-the-spot auto service headquarters, for a complete line of quality tires and auto services.

Pleasanton, California26 days ago

$16.90–$26 Per Hour
Full-time

Work includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians. Frequently interacts with customers, service manager and service technicians, and employees from various departments in the dealerships.

Richmond, CA26 days ago

Full-time
Employee

Collaborate and coordinate with team members to manage all other incoming customer requests, including support for quoting new service categories and working with the billing team on the customer invoicing process. Provide technical support to customers and Client teams, providing guidance in chemical grouping, disposal options, approvals, RCRA & DOT regulations, and compliance.

New!

Fairfield, CA2 days ago

$17–$17

Must be able to operate equipment such as overhead and floor-mounted oil and grease guns, transmission machines, air conditioner service machines, radiator service machines, hand tools, and basic shop equipment. Must be able to push, pull, lift, and bend at the knees and waist, twist body at the waist, raise and hold arms overhead, and turn head-neck-shoulders as needed.

San Ramon, CA30+ days ago

This role will be responsible for shaping the end to end value proposition spanning customer data strategy, identity resolution, CDP/MarTech ecosystems, and AI led activation while translating it into measurable business outcomes for US retailers. Strong Experience in Retail having worked with Industry leading Retailers in US; Business understanding of Customer Data Strategy, Loyalty and Personalization and how that impacts the Retail Business.

Fremont, CA18 days ago

Progressive Vacation Plans, Sick Leave & Paid Holidays - Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Every day you will be responsible for relationship-based selling with our customers by determining what our customers' needs are, recommending solutions, and providing these services to them.

san francisco, CA30+ days ago

Remote

Full-time

If you're eager to learn, want meaningful work, and are ready to grow with a supportive team, we’d love to hear from you. Guiding Families: Provide clear explanations of benefit programs and help clients make informed decisions.

New!

Fremont, CA2 days ago

Progressive Vacation Plans, Sick Leave & Paid Holidays – Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Every day you will be responsible for relationship-based selling with our customers by determining what our customers' needs are, recommending solutions, and providing these services to them.

San Ramon, CA30+ days ago

$170,200–$230,300 Per Year

This role will be responsible for shaping the end‑to‑end value proposition-spanning customer data strategy, identity resolution, CDP/MarTech ecosystems, and AI‑led activation-while translating it into measurable business outcomes for US retailers. Strong Experience in Retail - having worked with Industry leading Retailers in US; Business understanding of Customer Data Strategy, Loyalty and Personalization and how that impacts the Retail Business.

San Francisco, CA30+ days ago

Remote

$29.50–$41 Per Hour

Circle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.

San Francisco, California30+ days ago

Remote

We’re one of the fastest-growing teams in our industry, dedicated to helping families and developing future leaders. If you’re looking for a remote role that offers uncapped earning potential, flexible hours, and long-term career growth, this could be the right fit for you.

San Francisco, CA30+ days ago

Remote

Full-time

Pinole, California26 days ago

The Sales Consultant - Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. Demonstrate excellence in execution of selling skills, and selling strategy as evidenced by coaching forms and Customer Metrics (NPS and Mystery Shops).

Napa, CA30+ days ago

Full-time

We are going to fill ONE open position in the Sales Department in our dealership with a qualified candidate who are motivated self-starters and want to learn how to become great Customer Advisors. If this describes you, and you want to work with an industry leader in this exciting field please respond to this ad via email or call Johnny at (925) 383-6132 cell.

Brentwood, CA30+ days ago

Currently holds FINRA Securities Industry Essentials SIE Bachelors degree and/or a minimum of one year of financial services industry or sales experience Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading. Merrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S" or Merrill" makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation BofA Corp."

San Francisco, CA30+ days ago

Merrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S or Merrill makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

Antioch, CA30+ days ago

$28.85–$33.65 Per Hour

Acknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

Fremont, CA30+ days ago

$28.85–$33.65 Per Hour

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

El Cerrito, CA30+ days ago

$28.85–$33.65 Per Hour

Acknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.

Oakland, CA30+ days ago

$28.85–$33.65 Per Hour

SF, CA7 days ago

Remote

They cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings. Cross Collaboration: Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies.

New!

San Francisco, CA6 days ago

Remote

$80,000–$170,000

We are inviting experienced professionals to join Initio Capital as independent Startup Advisors / Business Consultants, working flexibly with early-stage founders across our platform. We work hands-on with startups at the idea, pre-seed, and early growth stages—supporting them across strategy, go-to-market, fundraising, operations, and execution.

New!

Napa, California3 days ago

Fremont, CA30+ days ago

$25–$35 Per Hour

You'll coordinate critical matters such as estimating and quoting repairs for customers, review past service records, review warranty records, and quality checks on completed jobs. Dorso's Automotive Repair Inc. in Fremont, CA is currently hiring for an Auto Service Advisor - Automotive Service Manager to join our team.

New!

San Francisco, California4 days ago

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products .

Pleasant Hill, CA30+ days ago

$70,000–$80,000 Per Year

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.

San Francisco, CA30+ days ago

$70,000–$80,000 Per Year

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications.

Pleasant Hill, CA30+ days ago

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.

San Rafael, CA23 days ago

$90,000–$111,000 Per Year

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

New!

San Francisco, CA6 days ago

Remote

$5,000–$7,000

As a RaiseOS Advisor, you’ll leverage your expertise and network to guide clients through the fundraising process while earning competitive compensation for successful outcomes. RaiseOS, powered by Initio Capital, is a modern capital-raising platform designed to help founders and fund managers efficiently close equity rounds.

Concord, CA30+ days ago

Responsibilities include but are not limited to: Serve as the liaison between the customer and technician; ensuring the customer's needs are understood by the technician and the needed and recommended service/repairs are understood by the customer. Provide the client with an accurate estimate of repair or maintenance cost, and/or a minimal diagnostic fee with explanation of associated cost, detailing problems and pertinent information, and secure client authorization of repair or service.

New!

Oakland, CA4 days ago

$35–$40 Per Hour

We're looking for an experienced Automotive Service Advisor who enjoys helping customers, building trust, and being part of a team-focused culture. We believe great service advisors succeed by building trust and creating exceptional customer experiences—not through pressure or gimmicks.

Concord, California30+ days ago

Responsibilities include but are not limited to:Serve as the liaison between the customer and technician; ensuring the customer's needs are understood by the technician and the needed and recommended service/repairs are understood by the customer. Provide the client with an accurate estimate of repair or maintenance cost, and/or a minimal diagnostic fee with explanation of associated cost, detailing problems and pertinent information, and secure client authorization of repair or service.

Concord, CA30+ days ago

San Francisco, CA9 days ago

Additionally, you carry critical accountability for cross‑entity enablement, aligning and empowering account teams, solution advisors, delivery organizations, and ecosystem with the guidance, frameworks, and clarity required to execute consistently and confidently in technology integration and acquisition scenarios. Acting as a trusted advisor to customers and internal stakeholders, you translate complex integration challenges into clear, holistic, and differentiated SAP Data & AI strategies and architectures, reinforcing customer trust and safeguarding long‑term investments.

San Francisco, CA30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

San Francisco, CA30+ days ago

Trinity's salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. VP, Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions.

South San Francisco, CA30+ days ago

Part-time

Successful Wellness Advisors develop a broad and marketable skill set through their time in this role that are transferable throughout the boutique fitness space, as well as many industries outside of the fitness industry. DUTIES: ● New Member Acquisition and Retention: A successful studio depends on supporting prospective students through the following life cycle: Booking Appointments .

Oakland, CA30+ days ago

$104,800–$148,075 Per Year

The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empowers Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater SF Bay Area area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.

San Mateo19 days ago

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Mill Valley, CA22 days ago

$28.85–$33.65 Per Hour

Acknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.

Walnut Creek, CA30+ days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

San Rafael, CA30+ days ago

Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients.

New!

Pleasant Hill, California3 days ago

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

San Francisco, CA30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Fairfield, CA30+ days ago

New!

Fairfield, CA2 days ago

The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. By working at a Ford dealership, you can be a part of a brand that honors the past, and is invested in the future.

Novato, California30+ days ago

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Customer Advisor Jobs in Walnut Creek, CA

Automotive Service Advisor/Writer Stewart Chrysler Jeep Dodge Ram

Automotive Service Advisor/Writer Boardwalk Chrysler Dodge Jeep Ram

Service Advisor - Toscalito Novato Toscalito Tire

Service Advisor Hendrick Automotive Group Corporate

Technical Customer Advisor Eclaro

Customer Service Advisor Jiffy Lube

Industry Advisor Customer Data Strategy ClifyX, INC

Customer Service Advisor (Heavy Equipment Parts & Service Sales) The Pape Group, Inc

Remote Customer Care Advisor Spade Recruiting

Customer Service Advisor (Heavy Equipment Parts & Service Sales) Pape' Machinery

Industry Advisor Customer Data Strategy Tata Consultancy Services Ltd

Customer Care Advisor Circle Internet Financial LLC

Customer Service / Benefits Advisor (Work from home) - AO Globe Life AO Globe Life

Customer Service / Benefits Advisor (Work from home) AO Globe Life - Simonne LeBlanc

Outlet Customer Experience Specialist, Advisor Best Buy

Automobile Sales Advisor - Earn Pay of $5000 Guaranteed NAPA CHRYSLER JEEP DODGE RAM

Financial Solutions Advisor Registration Candidate - Brentwood Financial Center Bank of America Corp

Financial Solutions Advisor - Parkside Financial Center Bank of America Corp

Financial Solutions Advisor Registration Candidate - Antioch Financial Center Bank of America Corp

Financial Solutions Advisor Registration Candidate- East Bay Market Bank of America Corp

Financial Solutions Advisor Registration Candidate - Greater Oakland Market- Bilingual Mandarin Preferred Bank of America Corp

Financial Solutions Advisor Registration Candidate - Greater Oakland Market Bank of America Corp

Regional Advisor Consultant, Sales - West Region (Hybrid Wholesaler) (DBA) American Beacon Partners

Startup Advisor Initio Capital

Automobile Sales Advisor - Earn Pay of $5000 Guaranteed Napa Chrysler Jeep Dodge Ram

Auto Service Advisor - Automotive Service Manager Dorso's Automotive Repair

VP, Wealth Management Advisor - San Francisco Bay Area Fidelity

Financial Solutions Advisor- San Ramon Valley/Contra Costa County Area Bank of America Corp

Financial Solutions Advisor - Stonestown Financial Center Bank of America Corp

Associate Wealth Advisor Beacon Pointe Advisors LLC

Senior Associate, Advisor NFP Corp

Advisor Network Member – Equity Capital Raising Initio Capital

Automotive Service Advisor Future Ford Lincoln of Concord

Automotive Service Advisor | $80K-$120K+ | No Weekends- 2216 Promotive

Automotive Service Advisor Future Ford Lincoln

Service Advisor Future CDJR of Concord

Data & AI Solution Advisor - WEST SAP SE

J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA JPMorgan Chase Bank, N.A.

VP, Executive Management Advisor Trinity Life Sciences

Wellness Advisor (Sales) YogaSix - Northern California

Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region Empower Annuity Insurance Co of America

Financial Solutions Advisor Registration Candidate- Peninsula Market Bank of America

Financial Solutions Advisor Registration Candidate- East Blithedale Financial Center Bank of America Corp

Senior Wealth Advisor Columbia Banking System Inc

Financial Solutions Advisor Registration Candidate- North Bay Market Bank of America Corp

Financial Solutions Advisor Registration Candidate - Diablo Market Bank of America

Asset Management - Client Advisor - RIA Channel, Northern California JPMorgan Chase Bank, N.A.

Service Advisor Future CDJR of Fairfield

Service Advisor Ford Fairfield

Service Advisor Marin County Ford

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