Comfort Advisor and Service Tech One Hour Heating & Air Conditioning of Vallejo, CAComfort Advisor and Service TechVallejo, CAFull timeOur commitment to customer satisfaction and quality service has earned us a loyal customer base and a positive work environment where employees thrive and grow. In this exciting hybrid role, you'll provide exceptional service and solutions to our valued customers, ensuring their comfort and satisfaction.
NewRegistered Financial Advisor - San Francisco Human AgencyRegistered Financial Advisor - San FranciscoSan Francisco, CARemoteYou work closely with investment leadership to refine the thesis, translate macro trends into client-facing insights, and ensure the advice you give is grounded in the fund's strategy and performance. 5+ years of experience in financial advisory, wealth management, or a related field where you've advised individuals or families on portfolio construction, risk management, and financial strategy.
Asset Management - Client Advisor - RIA Channel, Northern California JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - RIA Channel, Northern CaliforniaSan Francisco, CAFull timeOur 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.
Parts Advisor III Rivian Automotive IncParts Advisor IIIRedwood City, CA$22.72–$33.43 / hourRemains flexible and responsive to changing conditions Great attitude with a high-energy personality, excellent customer service skills, and able to multi-task and thrive in a fast-paced environment Basic mathematic skills to prepare and transact estimates and payments Physical exertion may be required to perform occupational tasks (sitting for 8 or more hours in a day, standing for up to two hours at a time for 8 or more hours a day, walking, bending, kneeling, twisting, carrying, reaching, stretching, pushing, pulling, and lifting up to 85 lbs) Frequent use of hands for purposes of grasping and using tools correctly, entering data, writing communications, or calling customers or internal partners Ability to see, read and interpret documents such as governmental regulations, safety rules, operating and maintenance instructions or schematics Minimum age of 21 Must be available for a regular schedule of 40 hours a week, including weekends and holidays, according to business need. Understands all pay types (Goodwill, Customer Pay, Internal, etc.) and use cases The ability and willingness to learn and gain an understanding of Rivian's maintenance scheduling Explain services and provide an exceptional customer experience Utilize a forklift in required areas for transporting and organization of parts The ability and willingness to learn about Rivian's safety requirements List and explain the 5S stages and methodology Provide exceptional service to all customers using Rivian Guiding Principles Qualifications High School Diploma, GED, or other recognized high school equivalency credential preferred Ability to prepare and disseminate effectively organized and coherent business communication while practicing established business norms Strong communication, organizational and time management skills.
Parts Advisor - Colma, CA Rivian Automotive IncParts Advisor - Colma, CACA$29.21–$33.43 / hourRemains flexible and responsive to changing conditions Great attitude with a high-energy personality, excellent customer service skills, and able to multi-task and thrive in a fast-paced environment Basic mathematic skills to prepare and transact estimates and payments Physical exertion may be required to perform occupational tasks (sitting for 8 or more hours in a day, standing for up to two hours at a time for 8 or more hours a day, walking, bending, kneeling, twisting, carrying, reaching, stretching, pushing, pulling, and lifting up to 85 lbs) Frequent use of hands for purposes of grasping and using tools correctly, entering data, writing communications, or calling customers or internal partners Ability to see, read and interpret documents such as governmental regulations, safety rules, operating and maintenance instructions or schematics Minimum age of 21 Must be available for a regular schedule of 40 hours a week, including weekends and holidays, according to business need. Understands all pay types (Goodwill, Customer Pay, Internal, etc.) and use cases The ability and willingness to learn and gain an understanding of Rivian's maintenance scheduling Explain services and provide an exceptional customer experience Utilize a forklift in required areas for transporting and organization of parts The ability and willingness to learn about Rivian's safety requirements List and explain the 5S stages and methodology Provide exceptional service to all customers using Rivian Guiding Principles Qualifications High School Diploma, GED, or other recognized high school equivalency credential preferred Ability to prepare and disseminate effectively organized and coherent business communication while practicing established business norms Strong communication, organizational and time management skills.
Field Service Parts Advisor - Emeryville, CA Rivian Automotive IncField Service Parts Advisor - Emeryville, CAEmeryville, CA$29.21–$33.43 / hourRemains flexible and responsive to changing conditions Great attitude with a high-energy personality, excellent customer service skills, and able to multi-task and thrive in a fast-paced environment Basic mathematic skills to prepare and transact estimates and payments Physical exertion may be required to perform occupational tasks (sitting for 8 or more hours in a day, standing for up to two hours at a time for 8 or more hours a day, walking, bending, kneeling, twisting, carrying, reaching, stretching, pushing, pulling, and lifting up to 85 lbs) Frequent use of hands for purposes of grasping and using tools correctly, entering data, writing communications, or calling customers or internal partners Ability to see, read and interpret documents such as governmental regulations, safety rules, operating and maintenance instructions or schematics Minimum age of 21 Must be available for a regular schedule of 40 hours a week, including weekends and holidays, according to business need. Understands all pay types (Goodwill, Customer Pay, Internal, etc.) and use cases The ability and willingness to learn and gain an understanding of Rivian's maintenance scheduling Explain services and provide an exceptional customer experience Utilize a forklift in required areas for transporting and organization of parts The ability and willingness to learn about Rivian's safety requirements List and explain the 5S stages and methodology Provide exceptional service to all customers using Rivian Guiding Principles Qualifications High School Diploma, GED, or other recognized high school equivalency credential preferred Ability to prepare and disseminate effectively organized and coherent business communication while practicing established business norms Strong communication, organizational and time management skills.
Client Advisor (Sales Representative) Lithia Motors IncClient Advisor (Sales Representative)San Francisco, CA$48,200–$158,700 / yearThis is a performance-driven position, eligible for short-term and/or long-term incentives as part of total compensation, which includes: commission on individual payable gross, and bonuses based on: individual units sold, and manufacturer approvability. We create simple, transparent, and convenient customer experiences throughout the vehicle-ownership lifecycle by leveraging our hundreds of store locations and our key adjacencies - Driveway, DFC, and GreenCars.
Automotive Service Advisor Midas CONCORDAutomotive Service AdvisorConcord, California$25–$35 / hourAs one of the largest destinations for automotive services, Midas is dominating the industry in developing career paths and building relationships within the communities they serve. Our customers love us for our commitment to quality and integrity, while our employees appreciate a supportive work environment that encourages growth and teamwork.
Service Advisor/Writer Volkswagen of OaklandService Advisor/WriterOakland, CAPrior to the start of a repair job, ascertain the correct part numbers on repair orders and help the parts department pull and post the appropriate parts. Deal with customer complaints in a sensible manner by showing empathy and a pleasant attitude to show our commitment to excellent customer service and to increase customer satisfaction and loyalty.
Future Service Advisor Lithia Motors IncFuture Service AdvisorWalnut Creek, CA$64,500–$161,800 / yearThis is a performance driven position, eligible for short-term and/or long-term incentives as part of total compensation, which includes Commissions off Individual Sales, Individual Gross Profit, and Bonuses based on Individual Manufacturer Approvability, Customer Pay Labor per RO, and Flat Rate Hours. We create simple, transparent, and convenient customer experiences throughout the vehicle-ownership lifecycle by leveraging our hundreds of store locations and our key adjacencies - Driveway, DFC, and GreenCars.
Revenue Management Advisor II RealPage, Inc.Revenue Management Advisor IISan Francisco, CARemote$94,700–$161,300 / yearLead regular performance measurement analysis and reporting to senior management regarding financial results, revenue management adoption behavior, leasing velocity and market conditions. The Revenue Management Advisor II provides strategic insight and advice to customers from both a Revenue Management and general operations perspective.
Service Advisor/Writer Automotive World IncService Advisor/WriterBerkeley, CAFull timeIf so, we want you to join our team at Berkeley Minicar, an independently owned auto shop serving the East Bay Area, Berkeley community for over 40 years. If you're ready to take your automotive service career to the next level and become part of a respected and trusted team, we want to hear from you!
Tax Advisor Heffernan FinancialTax AdvisorWalnut Creek, California$100,000–$140,000 / yearThe Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
Part-Time Beauty Advisor - Sephora Kohl's CorpPart-Time Beauty Advisor - SephoraLivermore, CA$17.95–$23.35 / hourAs Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. Build strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products.
Sales Advisor - Dyson Home ActionLink Services LLCSales Advisor - Dyson HomeDanville, CA$24–$26 / hourActionLink is on the lookout for a dynamic Part-Time Sales Advisor to join our Dyson Home Team as an in-store expert at Costco in Danville! The Talent We are Searching For: Experience: Retail sales, product demonstration or customer service; that''''s a great start!
Full-Time Beauty Lead Advisor - Sephora Kohl's CorpFull-Time Beauty Lead Advisor - SephoraPetaluma, CA$22.05–$30.85 / hourBuild strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products. HEALTH & WELLNESS (Medical, Dental, Vision and other short and long term disability programs, Emergency health and wellness programs such as Accident Protection Plans, Critical Illness Plans and more).
Client Advisor, Cartelligent - Car Buying, Solved CartelligentClient Advisor, Cartelligent - Car Buying, SolvedSausalito, CaliforniaYou will guide each client through their journey, from their first inquiry to a successful purchase or lease, and will be responsible for building relationships that drive referrals and client retention. This role is for a highly motivated inside sales professional with impeccable communication skills who is ready to own a dynamic process from start to finish.
Partner Advisor Manager QcellsPartner Advisor ManagerSan Francisco, CAFull timeBachelor’s degree in business management, economics, or other related field with a minimum of 8+ years of professional work experience including 6+ years of experience working in Sales Operations, Customer Service Operations, Account Management, Sales, or related role. Headquartered in Irvine, California, HQCA has been rapidly expanding its business in North America through the expansion of products and solutions, including distributed energy solutions, direct-to-homeowner solar sales and financing, and EPC services.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorWalnut Creek, CAThe 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.
NewSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area EmpowerSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay AreaSan Francisco, CA$136,800–$198,375 / yearFINRA Series 65 requiredFINRA fingerprinting requiredCFP strongly preferredAdvanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planningExcellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time‑sensitive tasks simultaneously; pro‑active self‑starter, strong situational awareness and contextual thinking, and strong organizational and presentation skillsExceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long‑term client relationshipsProven ability to navigate multiple client needs, deliver on multi‑product goals, and analyze and present investment portfolios to clientsProficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systemsDemonstrated success with high‑net‑worth clients, complicated planning, NPS, and client retentionWhat we offer youWe offer an array of diverse and inclusive benefits regardless of where you are in your career. What You Will DoServe as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clientsProvide a first‑in‑class client experience servicing needs related to client onboarding, financial planning, and investor education.
NewAssociate Wealth Advisor - Hightower Signature Wealth HighTower AdvisorsAssociate Wealth Advisor - Hightower Signature WealthSan Ramon, CA$75,000–$80,000 / yearHightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.3160
Financial Advisor Northwestern MutualFinancial AdvisorSan Francisco, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Wealth Management Advisor - Walnut Creek, CA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Walnut Creek, CAWalnut Creek, CA$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
NewSales Operations Specialist, Advisor Sales AssetMark, Inc.Sales Operations Specialist, Advisor SalesConcord, CA$60,000–$70,000 / yearNurture, groom and enhance dashboards in Salesforce and CRM Analytics delivering actionable insights and critical data to accurately measure sales goals and KPIs achievement. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Associate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorWalnut Creek, CaliforniaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BancorpInvestment Executive (Financial Advisor) Northern, CA - East BayDanville, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
NewAssociate Wealth Management Advisor U.S. BancorpAssociate Wealth Management AdvisorWalnut Creek, CA$65,000–$80,200 / yearDevelops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Sales Advisor - Dyson Home ActionLinkSales Advisor - Dyson HomeDANVILLE, CA$24–$26 / hourActionLink is on the lookout for a dynamic Part-Time Sales Advisor to join our Dyson Home Team as an in-store expert at Costco in Danville! Dazzle and Demonstrate: Showcase Dyson products as the ultimate time-savers and top-quality choices.
Marketing Advisor CompassMarketing AdvisorSan Francisco, CA$65,000–$75,000 / yearCreate strategic marketing plans in tandem with the Compass platform that will allow our customers to maximize the effectiveness of their budgets against tactics that will work toward achieving their marketing goals and grow their business; this includes branding, print advertising, digital, social, direct mail, video, paid media, etc. Liaise between the company's design team and agents to communicate and coordinate the delivery of larger projects and all associated materials (photography, copywriting, overall content development, etc), while establishing cohesion between the Compass brand and the marketing/advertising deliverables of our agents.
Automotive Service Advisor Volvo Cars Walnut CreekAutomotive Service AdvisorDublin, CaliforniaCompensation based on hourly + bonus for ELR + hours sold + CSI, estimated range: $108,000 to $168,000 per year + benefits. 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.
Sustainability data advisor Watershed Technology IncSustainability data advisorSan Francisco, CAYoull work directly with customers as a trusted advisor, leading measurement sessions and delivering advisory services that unlock the full value of our platform - enabling our customers to gain clear, reliable insights into their sustainability impact and achieve their sustainability goals. Deliver services that accelerate customer success, helping customers set up their measurements to meet sustainability goals, serving as a trusted partner in emissions verifications, and providing specialized advisory to optimize their data and methodologies.
Senior Home Lending Advisor - Walnut CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Walnut CAWalnut, CAFull timeJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Berkeley, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Berkeley, CABerkeley, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - San Francisco, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - San Francisco, CASan Francisco, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Financial Solutions Advisor - San Ramon Financial Center Bank of America CorpFinancial Solutions Advisor - San Ramon Financial CenterSan Ramon, CA$70,000–$80,000 / yearAcknowledge 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. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Associate Client Advisor Voya Financial IncAssociate Client AdvisorWalnut Creek, CARemote$100,000–$110,000 / yearThe US Institutional Associate Client Advisor ("ACA") will support one or more Client Advisors in order to drive sales of Voya Investment Management strategies across public and corporate plans (DB and DC), E&Fs, Tier 1 & 2 Consultants and Sub-advisory firms. A dynamic, extroverted, self-starter, passionate, and enthusiastic individual with some investment management experience, good relationship management, sales, and interpersonal skills, as well as a strong desire to develop knowledge in the asset management business.
PT Sales Advisor - San Francisco Anine BingPT Sales Advisor - San FranciscoSan Francisco, CAAbility to meet physical demands, including but not limited to: standing and walking for extended periods; frequent bending, reaching, squatting, and climbing ladders; lifting and carrying up to 50 pounds; moving merchandise and fixtures; operating POS systems; and performing all essential job functions in a fast-paced retail environment, with or without reasonable accommodation. ANINE BING is a Los Angeles-based fashion house founded in 2012 that blends elements of Scandinavian simplicity with American energy to offer modern wardrobe essentials for women seeking a timeless yet rebellious approach to everyday style.
Credit Solutions Advisor - San Rafael Main - Spanish Preferred Bank of America CorpCredit Solutions Advisor - San Rafael Main - Spanish PreferredSan Rafael, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Corte Madera Bank of America CorpCredit Solutions Advisor - Corte MaderaCA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Travel Sales Advisor AAA Northern California, Nevada and Utah Insurance ExchangeTravel Sales AdvisorSan Francisco, CACross-sells products such as credits cards and membership - both independently and by collaborating with specialized team members. Advisors must be self-sufficient and self-motivated in order to succeed and should possess world-wide travel knowledge while being able to work with a high level of accuracy.
Credit Solutions Advisor - Blackhawk Bank of AmericaCredit Solutions Advisor - BlackhawkDanville, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Credit Solutions Advisor - Danville - Spanish Preferred Bank of AmericaCredit Solutions Advisor - Danville - Spanish PreferredDanville, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Credit Solutions Advisor - San Leandro Main Bank of AmericaCredit Solutions Advisor - San Leandro MainSan Leandro, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Credit Solutions Advisor - Livermore Bank of AmericaCredit Solutions Advisor - LivermoreLivermore, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Credit Solutions Advisor - Woodside Plaza Bank of AmericaCredit Solutions Advisor - Woodside PlazaRedwood City, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Eight Sleep Advisor, Sales Eight SleepEight Sleep Advisor, SalesSan Francisco, CaliforniaWe're launching our first mobile showroom in the San Francisco Bay Area, an intimate, one-on-one Pod demo experience that meets consumers at their offices, outside their home in the driveways, and neighborhoods. Your role is to deliver an educational, immersive, and exciting experience to every guest, guiding them through the Pod's technology, consulting on how it fits their lifestyle, and facilitating a seamless sale.
Business Solutions Advisor - Greater San Francisco Market area Bank of America CorpBusiness Solutions Advisor - Greater San Francisco Market areaSan Francisco, CA$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Business Solutions Advisor - Silicon Valley Market area Bank of America CorpBusiness Solutions Advisor - Silicon Valley Market areaHayward, CA$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Client Advisor/Sales Representative Lithia Motors IncClient Advisor/Sales RepresentativeSan Francisco, CA$15,000–$48,200 / yearDealership: L0364 BMW of San Francisco BMW of San Francisco Client Advisor (Sales Representative) BMW of San Francisco is seeking a motivated and customer-focused Client Advisor to join our high-performing sales team. This is a performance-driven position, eligible for short-term and/or long-term incentives as part of total compensation, which includes: commission on individual payable gross, and bonuses based on: individual units sold, and manufacturer approvability.
Financial Solutions Advisor - Greater Oakland Area Bank of America CorpFinancial Solutions Advisor - Greater Oakland AreaOakland, CA$70,000–$80,000 / yearAcknowledge 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. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.