Financial Advisor Salary in Reno, NV

Join our group of passionate team players, committed to providing the best level of service for our clients in a rewarding environment. WHO WE ARE: Founded in 1950, Empire Cat is a world-renowned Caterpillar dealer and a top private company in Arizona. We are a third-generation family-owned company with over 3,700 employees across 30+ locations throughout Arizona, Nevada and portions of Eastern California. We are a diverse group of people, but we all share an inspiring vision to BE THE BEST. That vision is achieved by our individual commitments to work hard and live our core values every day. WHAT WE OFFER: Competitive Pay Vacation & Sick Leave Medical/Dental/Vision 401(k) Tool Discounts/Tool Insurance Technical Training & Professional Development Classes And More JOB DETAILS: Shift 1st/Day Shift Location On-Site Schedule Schedule to be provided by leader. Salary Range $58,796 - $79,463 Per Year JOB SUMMARY: Collaborate with Parts, Service & Sales teams to develop client service repair options to insure client loyalty, revenues, and net profits. Serve as a single point of contact for the assigned client base. Receive and respond to all of the assigned client's needs and service requests. Utilize technical and system knowledge and product/services expertise to understand client needs and provide best in class problem resolution. Maintain client satisfaction to a level that exceeds expectations and increases market share or equipment uptime and provides cost saving solutions to external and internal clients. ESSENTIAL FUNCTIONS: Serve as a single point of contact for the assigned client base. Receive and respond to all of the client's needs, service requests and direct the additional services or resources follow up. Utilize technical and system knowledge and product/services expertise to understand client needs and provide best in class problem resolution and prioritization. Educate the client and respond to questions regarding products, parts,services and warranty options that are available through all internal and external facilities. Serve as the client's resident expert in Empire's solutions offerings. Identify and present other service offerings to the client to optimize the level of service and to lower client's overall maintenance costs. Influence the established clients' sales and profit goals and client satisfaction goals while adding value to the client repair. Take initial call and direct service requests to internal or external facility. Ensure internal/external facility's understanding of the specific request. Provide the client with highly organized, effective, and efficient communication. Partner with internal or external teams to ensure work assignments are carried out on schedule and within an acceptable timeframe. Stay up to date on the status of assigned jobs in progress. Work with clients on timely preventative maintenance to achieve satisfaction while driving down cost and prevent unnecessary repairs. Approve estimates as directed by internal and external partners and/or management. Effectively manage client experience with ongoing follow up and communication to promote and ensure credibility and maintain a high level of client satisfaction. Ensure that the Service Advisor function is covered at all times. Monitor and respond to all assigned calls, emails, texts in a timely manner. Work safely at all times. Adhere to all applicable safety policies. Comply with all company policies, procedures and standards. ADDITIONAL RESPONSIBILITIES: Respond to service requests in a professional manner at all times whether in office, on call or at home. Listen carefully, speak and act courteously while showing genuine concern for the client's issue. Review pro-formas to ensure expectations are met and client approval is obtained in timely manner. Follow up with client on the invoicing and status of repair. Review client repair history to identify repair options, obtain technical information through current systems, and prepare the call in. Partner with shop planners, leads, and/or managers to negotiate settlements, discuss and resolve discrepancies, and balance client and Empire's interests at all times. Cooperate well with personnel in other work centers and departments and maintains good employee relations. Actively participate in department and/or client meetings. Provide feedback internally to drive change sufficient to meet market demands and provide viable client solutions. Work within current systems to ensure all equipment/vehicle records are maintained for accuracy and thoroughness. Perform other duties as assigned. Work within and promote corporate values. KNOWLEDGE SKILLS AND ABILITIES: Must have interpersonal, management, organization and planning skills sufficient to professionally assist clients, direct people and maintain acceptable levels of productivity. Ability to influence and motivate others. Previous knowledge of repairing, reconditioning and operating various equipment and medium/heavy duty trucks, engines and related components is preferred. Must be able to technically assist and understand client needs and provide problem resolution. Must be able and willing to accept, communicate and enforce company policies, procedures and regulations. Must be able to utilize computer based service and work order management systems. Must have planning and organization skills sufficient to accurately track various services requests and provide instructions to numerous service people simultaneously. Must possess assigned knowledge and experience relative to the equipment industry. Must have necessary negotiation skills to effectively reach an agreement with the client and/or vendors. Must be a motivated self-starter. Must have sufficient knowledge to understand client opportunities and to express these opportunities to the appropriate area within Empire. Must have sufficient knowledge to effectively utilize Internet, e-mail, spreadsheets, word processing programs and database management. Ability to maintain consistent attendance to meet all company standards and requirements. Must have acceptable attendance to meet all company standards and requirements. EDUCATION AND EXPERIENCE: Proof of high school diploma or General Education Degree (GED). College degree preferred. Minimum of 3 years in a service advisor, client support, or related technical field. Previous experience utilizing a computer-oriented management system similar to Empire. Previous general experience in a Caterpillar Dealer Service Department preferred. Must be able to communicate (speak, read, comprehend, write) in English. PHYSICAL DEMANDS: The Physical Demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and talk or hear. The employee frequently is required to stand and walk. The employee is occasionally required to lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. This position is designated as a "Safety-Sensitive Position". A Safety-Sensitive Position includes tasks or duties that EMPIRE in good faith believes could affect the safety or health of the employee performing the task or others. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly exposed to indoor controlled environment. The employee is occasionally exposed to wet and/or humid conditions, outdoor weather, extreme cold, and extreme heat. The noise level in the work environment is usually office moderate. DISCLAIMER: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. The roles and objectives of this job do not include setting corporate policy and does not constitute a managing agent of the company.Empire is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call 480-633-5440 and let us know the nature of your request and your contact information. Empire Southwest is an EEO/Affirmative Action Employer Safety - Respect - Integrity - Teamwork - Excellence - Stewardship - Astonishment

Join a financial services firm where your contributions are valued.  Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.  People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.  View our Purpose, Inclusion and Citizenship Report. 1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We’re proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. We’ll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You’ll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events You can also expect… A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone’s different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being Part-time Associates can earn certain benefits upon meeting minimum hour requirements Full-time Associates receive the following benefits: A compensation package that includes bonus potential, profit sharing, a 401k(US) and Group RRSP (Canada) and comprehensive and competitive health benefits. Read more about our total compensation approach. Paid time off including vacation, sick, holidays and personal days What characteristics would make you a successful BOA? • Ability to deepen and broaden client relationships • Ability to identify opportunities to create efficiency • Strong ability to work independently • Ability to manage multiple priorities in a deadline driven environment • Proficient in current and new office technology • Willingness to learn how financial services/markets work

United Federal Credit Union has served its Members since 1949 by helping them to build a sound financial future. United is based in St. Joseph, MI, with additional branches in Arkansas, Indiana, Michigan, Nevada, North Carolina, and Ohio. United, as a not-for-profit company, takes its commitment to both Members and the community to heart by improving lives and bettering local neighborhoods through financial tools and resources. The employees who work at United, known as Team United, are rooted in their communities as friends, family, volunteers, and mentors. For more information visit www.UnitedFCU.com.  General Summary (What is done and why) The Member Service Advisor (MSA) Service Queue reinforces and builds member relationships through efficient response to members' service requests and solicitation of new loan and deposit product purchases. Contact with members is via inbound & outbound phone calls.  This position is responsible for consistently exceeding member expectations by matching the full range of Credit Union products and services with an informed understanding of members' needs and making appropriate lending decisions based on established guidelines.  MSA is responsible for effectively diagnosing and solving member’s problems. Essential Functions, in Priority Order (Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary) Act as the primary source of product information and service support for member and staff inquiries via phone, provide timely problem resolution and account maintenance. Time:65% Sell and deliver all Credit Union investment and convenience products and services. Time: 15% Provide accurate, complete and consistent documentation. Time: 10% Obtain and maintain a high level of knowledge of all Credit Union products and services. Time: 5% Participate in and contribute to training and team development. Time: 5% Education (Minimum education required to perform the duties of this position) High school diploma or equivalent required. Experience (Minimum experience required to perform the duties of this position) In addition to the education requirement: Proven customer service/sales experience required. Knowledge, Skills and Abilities (Minimum technical and communication skill levels and licenses/certificates normally required to perform the duties of this position) Excellent communication skills. Good business writing skills. Computer literacy and keyboarding skills. Analysis and resolution skills. Self motivated with demonstrated sales skills. Knowledge of Credit Union products, services and banking regulations. Ability and willingness to adapt to continual change. Required Competencies Problem Solving Dealing with Ambiguity Time Management Demonstrates Courage Drive for Results Interpersonal Savvy Customer Focus Integrity and Trust Self-Development Business Acumen Mental Requirements Ability to identify member and staff needs. Ability to use good judgment and make sound decisions quickly. Ability to work under pressure. Proven problem-solving abilities. Ability to concentrate in a multi-task environment. Ability to maintain a positive attitude when resolving member/staff issues. Tools and Equipment Used All available general office equipment as needed. All available computer software and hardware as needed. Working Relationships/Contacts (Positions with which incumbent has frequent contact) Daily, personal/written/phone contact with MSA staff. Daily, personal/written/phone contact with Credit Union managers. Daily, personal/written/phone contact with Credit Union members. Physical Demands (Physical effort generally associated with this position) Work involves standing and walking for brief periods of time, but most work is done from a seated position. There is potential for eyestrain from reading the computer screen. Must be able to talk and keyboard simultaneously. Deadlines, workloads and pressure to achieve goals may cause increased stress levels. Working Conditions (Typical working conditions associated with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position) Internal - Work is normally performed in climate controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc).  No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings. External - Some travel may be required; however, information on environmental conditions is not available. EEO/AA Employer/VET/Disabled

Our firm has been serving the Reno community for over 30 years. In today's sophisticated financial world, we offer a wide range of products and services to determine the best fit for our clients. In partnership with individuals and businesses, we support wealth management services, employee benefits, employer-sponsored retirement plans. Our philosophy is very focused - we place our client's best interest first, as they are the purpose for what we do. We are here to be our clients' advocate and guide as they navigate the complexities of business and life.We are expanding our team and hiring an Administrative Assistant. This position is responsible for facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching, and resolving client service issues, and preparing required documents. You're an administrative pro who wants to be more and do more. You are organized and able to work independently while thoroughly enjoy being part of a team. You will have impeccable detail orientation abilities and an unwavering ability to figure things out, even with little to no direction. We are a small office so we all help each other in any way we can! Due to the nature of our industry, this is a full time, in office position.Responsibilities:Secure files and maintain all confidential client and required informationPrepare, organize, coordinate, and maintain all client paperwork, submitting within 24 hours; manage the transfer of assetsPrepare Advisors for meetings with appropriate forms, reports, data and researchPerform portfolio administration with regard to client data, contributions and withdrawalsRespond to client requests for service and trouble-shoot service issuesEstablish client files and maintain client data in CRM programAssist Advisors with client communication, agendas, recaps and recommendationsProactively communicate with Advisors regarding work in progressScheduling client reviewsRegularly prepare supporting materials and sample reports for clientsParticipate in development and presentation of client/prospect educational eventsAnswer inbound phone and email inquiries and route to appropriate staff and team membersMeet and greet clients and visitors to office & maintain monthly calendarAttend all compliance trainingMaintain all licenses for State and Federal Securities Law; Licensing renewals and new applications, CE credits monitoring for all advisorsSupport existing organizational staff in assigned project workOpen mail and oversee mail handling proceduresPerform general clerical duties including but not limited to copying, faxing, mailing and shippingBackground:3+ years' of administrative and client service experience; financial services experience a plusBachelor's degree preferredMust have strong organizational and prioritization skillsWillingness to take initiative and work independently to research/resolve client issuesAbility to take directionMust be an above average communicator with exceptional interpersonal skillsProblem solving skills to determine the most efficient method of problem resolution while complying with corporate and regulatory proceduresExcellent work ethicExcellent follow-up and follow-through capabilitiesProfessional attitude, demeanor, and appearanceStrong attention to detailMust be computer literate and proficient with Windows, Word and Excel; experience with CRM (Customer Relationship Management) database highly preferredHigh degree of confidentiality and latitudeWork both independently and within a team

Customer Service Advisor- Reno, NV Reno, NV, USA Req #4964 Friday, April 19, 2024 Who We Are:At Velocity Vehicle Group (VVG), we represent a premium commercial brand in medium to heavy truck dealerships. We provide a full-service experience, from exceptional sales teams to highly skilled technicians and readily available parts. Our mission is to be the ultimate one-stop shop for truckers, owner operators, fleets, and companies. Combined with our Leasing and Rental business and financial services division, VVG stands as the premier truck dealership. What's in it for You:Velocity Vehicle Group is a dynamic and rapidly expanding organization, and we're on the lookout for individuals who relish daily challenges and are passionate about delivering top-notch customer service, both within the company and to our valued clients. When you join VVG, you'll experience an extraordinary work environment, complete with competitive compensation and a comprehensive benefits package, including 401K with matching, as well as Medical, Dental, and Vision coverage. Become a part of our team and immerse yourself in a company that fosters a Great Place to Work culture! What You'll Do: As a Service Advisor you play a crucial role in providing excellent customer service by greeting customers upon their arrival in the maintenance area, listening attentively to their vehicle concerns, and conducting thorough inspections. The Service Advisor will proactively check for recalls, retrieve crucial vehicle information, and maintain customer rapport by explaining estimates and providing daily updates. Administrative duties, including submitting documentation for warranty repair orders and handling customer relations, will be performed on a per-need basis. Additionally, the Service Advisor will be responsible for verifying warranty and service contract coverage, preparing detailed repair orders, obtaining necessary approvals, and monitoring repair work to ensure timely completion. The Service Advisor plays a pivotal role in reviewing completed jobs, collecting payments, and efficiently closing out service orders. This position requires strong communication skills, attention to detail, and a commitment to delivering exceptional customer service.Job Duties: Customer Service Duties Greets customers upon arriving in maintenance areaAscertains vehicle problems and services by listening to customer's description of symptomsClarifies description of problemsConducts inspectionsProactively checks for recallsSubmits documentation for warranty repair ordersRetrieves mileage and vin numbers from vehicleChecks vehicle maintenance recordsExamines service schedulesMaintains customer rapport by providing explanation of estimates and daily updatesCalls customer when job is complete and truck is ready for pick upEstablishes good customer relations by providing estimates and timelinesAdministrative duties on per-need basisRepair Order Duties Verifies warranty and service contract coverage by examining records and papersExplains provisions and exclusionsPrepares repair orders (RO) by describing symptoms, problems and causes discovered as well as repairs and service requiredObtains approval signaturesEnters RO into service database system and sends to Estimator and DispatcherMonitors repair work to ensure vehicle will be ready when promisedPrints warrantyPrints repair ordersIssues sublet purchase order numbersReviews jobs when completedCollects payment from jobsCloses jobsRequired Skills and Qualifications: Proven technical expertiseKnowledge of trucks and partsExcellent customer service skillsExcellent communication skillsExcellent problem-solving skillsStrong organizational skillsExcellent time management skillsAble to work in fast pace environmentWork well with internal and external customers Compensation: $22-$29/hour based on experience + bonus plan Benefits Velocity Vehicle Group Offers:Fantastic Culture401k + matchHealth, Dental & Vision Insurance + HSA & FSAEmployer paid Life InsurancePaid Vacation DaysSick LeaveCompany perks such as employee discounts, company events and training programsExcellent Training and Career Advancement Opportunities Velocity Vehicle Group is an equal opportunity employer. Velocity Vehicle Group prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Other details Job Family USA Admin & Support Staff Job Function Customer Service Pay Type Hourly Min Hiring Rate $22.00 Max Hiring Rate $29.00