Top 1427 Technical advisor Jobs in Walnut Creek, Ca

Licensed Client Services Administrator
In Touch Financial Services —Emeryville, CA
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Administrative experience
- Financial services
- Health insurance
- 401(k)
Quick Apply
Residential/Diagnostic HVAC Technician
Environmental Heating and Air Solutions —Benicia, CA
- $25 - $45 an hour
- Full-time
- Clean driving record
- Maintenance
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Automotive Service Advisor
AutoTECH Blackhawk —Danville, CA
- $25 - $40 an hour
- Full-time
- Sales
- Customer service
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Automotive lead diagnostic technician
Ryan's Automotive Service Center —Fairfield, CA
- $33 - $55 an hour
- Full-time
- ASE Certification
- Clean driving record
- Customer service
- Paid holidays
- Health insurance
Quick Apply
Liability Senior Counsel
Travelers —Walnut Creek, CA
- $132,800 - $219,100 a year
- 7 years
- Writing skills
- Driver's License
- Wellness program
- Paid holidays
Project Manager, Senior Manager
VVA Part of Drees & Sommer —San Francisco, CA
- $125,000 - $165,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Research
- Health savings account
- Health insurance
Quick Apply
Clinical Associate Director of Support Services
The Tenderloin Housing Clinic —San Francisco, CA
- $113,964 a year
- Full-time
- In person
- Customer service
- Licensed Clinical Social Worker
- English
Automotive Service Technician
Subaru of Hayward —Hayward, CA
- $74,000 - $165,000 a year
- Full-time
- ASE Certification
- Clean driving record
- Dealership
- Paid holidays
- Health insurance
Quick Apply
Experienced Automotive Service Technician/Mechanic
Land Rover San Francisco —San Francisco, CA
- $45 - $55 an hour
- Full-time
- ASE Certification
- Clean driving record
- Mechanic experience
- Paid training
- Paid holidays
Quick Apply
Solution Architect
Badger Meter —California
- $115,000 a year
- Full-time
- Marketing
- 5 years
- Bachelor's degree
- Health savings account
- Paid holidays
Service Manager
San Leandro Nissan —San Leandro, CA
- Up to $150,000 a year
- Full-time
- Spanish
- Dealership
- Customer service
- Health insurance
- Dental insurance
Quick Apply
9d
Tax Manager - Hybrid, Wealth Management - $140k +Flex PTO
Everforth, Cybercoders —Walnut Creek, CA
- $130,000 - $140,000 a year
- Full-time
- Hybrid work
- CPA
- Bachelor of Science
- Mid-level
- Health savings account
- Health insurance
6d
Principal Engineer – Site Investigation and Remediation
Goodwin Recruiting —Pleasant Hill, CA
- $170,000 - $200,000 a year
- Full-time
- 11+ years
- Mentoring
- Recruiting
Quick Apply
Senior Privacy Engineer
Asana —San Francisco, CA
- $189,000 - $267,000 a year
- Hybrid work
- 6 years
- Senior level
- Communication skills
- Work from home
- Retirement plan
Quick Apply
13d
Residential Plumbing Sales Specialist
Accelera —Dublin, CA
- $19.95 - $27.50 an hour
- Full-time
- Clean driving record
- Residential
- Driver's License
Quick Apply
Senior AI ML Engineer - Remote
UnitedHealth Group —San Francisco, CA
- $120,100 - $214,500 a year
- Full-time
- Hybrid work
- Azure
- Computer Science
- Pass drug screening
Lead AI/ML Engineer - Remote
UnitedHealth Group —San Francisco, CA
- $145,500 - $249,500 a year
- Full-time
- Hybrid work
- Azure
- Computer Science
- Pass drug screening
5d
Regional Technical Advisor
Schlumberger —Pleasanton, CA
- Laboratory experience
- Mid-level
- 3 years
- Dental insurance
- Vision insurance
6d
Senior eDiscovery Technical Advisor (Top Secret Clearance Required)
Contact Government Services, LLC —San Francisco, CA
- $176,400 - $254,800 a year
- Full-time
- Hybrid work
- Bachelor of Science
- 3 years
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
eDiscovery Technical Advisor (Top Secret Clearance Required)
Contact Government Services, LLC —San Francisco, CA
- $137,200 - $186,200 a year
- Full-time
- Hybrid work
- Bachelor of Science
- 3 years
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply

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technical advisor jobs near walnut creek, ca

Licensed Client Services Administrator

In Touch Financial Services
Emeryville, CA

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Customer communication
Account maintenance
iOS
Client file management
Executive administrative support
Administrative experience
Series 7
Client services
macOS
Financial services
Productivity software
Appointment scheduling
Experience practicing in the securities industry
Documentation Handling
Technical Proficiency

Full Job Description

Position Overview

In Touch Financial Services is seeking an experienced, Licensed Client Services Administrator who brings initiative, sound judgment, and genuine care to their work. We are seeking a Licensed Client Services Administrator to deliver exceptional client service, provide technical and administrative support to the Lead Advisor, and ensure efficient operation of the practice. This role requires strong attention to detail, excellent communication skills, and the ability to manage client needs with professionalism and care. This role is ideal for someone who doesn’t wait to be told what to do — they anticipate needs, think critically, and take ownership of both the client experience and the daily operations of the firm. You will serve as a trusted point of contact for clients and a key partner to the Lead Advisor, ensuring that nothing falls through the cracks and that clients feel supported, informed, and valued at every stage of the relationship. This is not a task-only administrative role. The right person will be proactive, thoughtful, and dependable — someone who takes pride in follow-through and understands the importance of both accuracy and compassion in financial services.

What Success Looks Like in This Role

A successful candidate:
Thinks two steps ahead of clients and advisor needs
Notices what needs attention and takes action without being asked
Follows responsibilities through to completion with consistency and care
Communicates proactively, clearly, and kindly
Brings calm, organization, and accountability to a fast-paced environment

Key Responsibilities:

Client Experience & Relationship Support

Serve as a primary point of contact for client service requests, inquiries, and follow-ups
Anticipate client needs by proactively monitoring accounts, pending items, and upcoming milestones
Communicate with warmth, professionalism, and clarity — clients should feel genuinely cared for
Prepare materials and documentation for client meetings and ensure timely post-meeting follow-through
Maintain the firm’s client calendar, including scheduling, confirming, and coordinating appointments for both current and prospective clients
Ensure all meetings are properly prepared for, documented, and followed up on

Account Administration & Operations

Coordinate new account openings, transfers, account maintenance, and custodial paperwork
Process service items including cashiering requests, contributions, withdrawals, RMDs, and account updates
Track outstanding service items and ensure completion — nothing should remain unresolved
Maintain accurate, detailed CRM records and client documentation

Advisor & Practice Support

Anticipate the advisor’s needs by staying aware of priorities, deadlines, and workflows Provide trading and investment support under advisor direction, within licensing guidelines
Identify gaps or inefficiencies in processes and suggest thoughtful improvements
Support special projects and evolving firm needs as the practice grows

Required Qualifications

Active Series 7 and Series 66 (or Series 63/65 combination)
Minimum 2+ years of experience in a wealth management or financial services environment
Demonstrated experience working withinApple iOS and macOS systems, including calendar management and related applications
Strong proficiency in Microsoft Office; CRM and custodial platform experience strongly preferred
Experience handling custodial paperwork, account servicing, and operational workflows

The Right Person for This Role Is:

A self-starter who takes initiative and does not require constant direction
A strong, independent thinker with good judgment and problem-solving ability
Exceptionally organized, detail-oriented, and known for excellent follow-through
Smart, compassionate, and personable — clients feel comfortable and supported
Calm, dependable, and accountable under pressure
Someone who takes pride in being proactive, reliable, and thoughtful in their work

This role requires comfort with independently managing schedules, priorities, and details, while maintaining a high level of responsiveness, professionalism, and genuine care for clients.

Why Join In Touch Financial Services

You will be an integral part of a growing, client-focused practice where your contributions truly matter. The right person will be trusted, valued, and relied upon as a key member of the team, with the opportunity to make a meaningful impact on both client experience and firm operations.

This position is best suited for someone who enjoys taking ownership, thinking ahead, and being accountable for outcomes — not just completing assigned tasks

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Application Question(s):

Think about the last time you had a really full or high‑pressure day, with several things competing for your attention. What’s your personal system for staying organized, deciding priorities, and making sure nothing gets missed?

License/Certification:

FINRA License or Equivalent (Required)

Work Location: In person

Quick Apply

Refine Your Search

technical advisor jobs in walnut creek, ca

Licensed Client Services Administrator

Residential/Diagnostic HVAC Technician

Automotive Service Advisor

Automotive lead diagnostic technician

Liability Senior Counsel

Project Manager, Senior Manager

Clinical Associate Director of Support Services

Automotive Service Technician

Experienced Automotive Service Technician/Mechanic

Solution Architect

Service Manager

Tax Manager - Hybrid, Wealth Management - $140k +Flex PTO

Principal Engineer – Site Investigation and Remediation

Senior Privacy Engineer

Residential Plumbing Sales Specialist

Senior AI ML Engineer - Remote

Lead AI/ML Engineer - Remote

Regional Technical Advisor

Senior eDiscovery Technical Advisor (Top Secret Clearance Required)

eDiscovery Technical Advisor (Top Secret Clearance Required)

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