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Account Advisor Jobs (NOW HIRING)

Elevance Health

Strategic Sales & Account Advisor

Waukesha, WI · On-site

$19.25 - $22.50/hr

Strategic Sales & Account Advisor Strategic Sales & Account Advisor Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while ...

HomeServices Insurance

VIP Account Advisor

New Brighton, MN · On-site

$25 - $31.25/hr

Advise clients regarding insurance coverage and risk management issues. * Process policy changes ... account reviews for each assigned client (30-40%) 3. Work with existing clients to round accounts ...

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Account Advisor information

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How much do account advisor jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for account advisor in the United States is $22.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $21.63 per hour, depending on experience, location, and employer.

What is the role of an accounting advisor?

An accounting advisor provides guidance on financial reporting, compliance, and accounting practices to clients or organizations. They analyze financial data, prepare reports, and ensure adherence to accounting standards, often using tools like accounting software and requiring relevant certifications such as CPA. Their role supports accurate financial decision-making and regulatory compliance.

What are the key skills and qualifications needed to thrive as an Account Advisor, and why are they important?

To thrive as an Account Advisor, you need strong customer service skills, sales acumen, and a solid understanding of account management principles, typically supported by a degree in business or a related field. Familiarity with CRM software, sales tracking tools, and communication platforms like Salesforce or HubSpot is often required. Exceptional interpersonal skills, active listening, and problem-solving abilities help build lasting client relationships and resolve issues effectively. These skills ensure client satisfaction, drive revenue growth, and contribute to long-term business success.

What is an account advisor?

An account advisor is a professional who manages client accounts, provides financial or service advice, and helps clients meet their goals. They often work in finance, sales, or customer service environments, requiring strong communication and problem-solving skills.

How does an Account Advisor typically collaborate with other departments to support client needs?

Account Advisors often serve as a bridge between clients and internal teams such as sales, customer service, and product development. They regularly communicate client feedback and requirements to ensure deliverables meet expectations, while also coordinating with colleagues to resolve issues efficiently. This cross-functional collaboration enables Account Advisors to provide proactive solutions and maintain strong client relationships, making teamwork and communication key aspects of the role.

What is the difference between Account Advisor vs Account Manager?

AspectAccount AdvisorAccount Manager
CredentialsTypically requires a bachelor's degree in business, marketing, or related field; certifications varySimilar educational background; often holds certifications in sales or customer relationship management
Work EnvironmentCustomer service-focused, often in financial, insurance, or sales sectorsClient relationship management, often in sales, finance, or marketing departments
Employer & Industry UsageUsed by banks, insurance companies, and financial servicesCommon in corporate sales, finance, and marketing firms
Comparison Search IntentPeople compare Account Advisor with Account Manager to understand roles and responsibilities

While both roles involve managing client relationships, an Account Advisor primarily provides expert advice and support to clients, often focusing on product or service recommendations. An Account Manager typically oversees ongoing client accounts, ensuring satisfaction and retention. The roles overlap in industries like finance and insurance, but their focus and daily tasks differ slightly.

What does an Account Advisor do?

An Account Advisor is responsible for managing client accounts, providing support, guidance, and solutions to help clients achieve their business goals. They act as the main point of contact between the company and its clients, addressing any concerns, answering questions, and ensuring client satisfaction. Account Advisors often analyze client needs, recommend products or services, and work to build long-term relationships. Their role may also involve upselling, cross-selling, and collaborating with internal teams to deliver the best results for clients.

What jobs in the US pay 300,000 a year?

For an Account Advisor, earning $300,000 annually typically requires senior-level experience, a strong client portfolio, and often a role in financial services or consulting firms. High earnings in this field are usually associated with bonuses, commissions, or performance-based incentives, and may require advanced certifications or specialized skills. Such compensation levels are more common in senior or executive positions within finance, sales, or management sectors.

What job makes $10,000 a month without a degree?

An Account Advisor can potentially earn $10,000 a month through commissions, bonuses, and high-value client accounts, especially in sales or financial services. Success in such roles often depends on strong communication skills, industry knowledge, and performance, rather than formal education credentials.
More about Account Advisor jobs
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What are popular job titles related to Account Advisor jobs? For Account Advisor jobs, the most frequently searched job titles are:
Account Advisor jobs near you
Infographic showing various Account Advisor job openings in the United States as of June 2026, with employment types broken down into 1% Internship, 1% As Needed, 76% Full Time, 5% Part Time, and 17% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $46,247 per year, or $22.2 per hour.

Sales Account Advisor

WFN Team Indus US Test Client 2

Anchorage, AK • On-site

$19.75 - $23/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Our Company
We manage the online marketing and web visibility for over 15,000 professional firms. Recognized six years as one of America’s Fastest-Growing Private Companies by Inc. Magazine, CPA Site Solutions is the premier online marketing solutions for doctors, dentists and financial professionals nationwide – think of us as a next generation ad agency with 15,000+ clients.
Working at CPA Site Solutions
The people at CPA Site Solutions are passionate about their work and are driven by innovation. Each and every day we strive for excellence. Our work environment is equal parts casual and professional. We’re serious about our business and delivering the best service to our members, but we also make it a priority to keep things fun and exciting. Join the CPA Site Solutions team, where innovation is the goal, hard work is expected, and creativity is rewarded.
The Role
The Account Advisor is responsible for continually introducing new products and services to current clients. The Account Advisor's primary focus is to sell SEO, SEM, Productivity solutions and add-on products (mobile, social, design) as well as upgrading client to higher platforms to ensure they are maximizing the best results from CPA Site Solutions portfolio of products.
Essential Duties:
• Make outbound prospecting calls daily to current CPA Site Solutions clients
• Build relationships with clients for long-term growth of accounts and success
• Conduct in-depth needs assessments of current clients
• Demonstrate SEO & PPC and add-on features to current database of client
• Educate current clients on how to successfully integrate the Internet into their Marketing efforts
• Overcome technical and business objections of current clients
• Emphasize features that clients express a need in, quote prices, and prepare order
• Close sales opportunities
• Use our CRM to qualify clients and capture key data points
• Ensure monthly, quarterly, and yearly individual sales quotas are exceeded by selling SEO, PPC and add-on products to current clients
• Have a thorough understanding of the company's products and services, industry and client needs.
• Attend and manage exhibitor booths at various tradeshows as needed.
• Other duties as assigned by management.
Abilities:
• Proven track record showing ability to build strong relationships with clients
• Effective listening skills
• Must be able to balance customer service approach with sales approach
• Persistent and able to handle rejection
• Thrives off of success
• Positive attitude
• Ability to adapt to change
• Must possess a Whatever it Takes Attitude
• Excellent social skills, with the desire to excel
• High level of comfort with internet technology
• Excellent written and verbal communication skills
• Excellent time management & organizational skills
• Motivated by the opportunity to be part of a fast moving, entrepreneurial team
• Ability to provide clear and comprehensive written documentation using MS Office
• Applications and CRM System (e.g. salesforce.com, MS Dynamics, Netsuite.)
Key Skills, Knowledge and Qualifications:
• Minimum of 3-5 years of technology-based sales experience
• Minimum of 2-3 years of customer-based sales experience
• Inside sales call center experience
• College Degree or equivalent work experience
Physical/Mental Requirements for the Job:
• Prolonged periods of seating
• May be requested to work overtime and weekends if deemed necessary
• Must be able to lift at least 20 pounds
• Certain management positions might be required to occasional travel
Location
This role is office-based in our Colchester, VT headquarters (not available for tele-commuting).
Benefits:
• Excellent compensation and benefits package
• Generous vacation and paid holidays
• Medical, dental, life, and vision plans
• 401(k) plan
• Casual dress and frequent team building events

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