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Associate Benefit Advisor Jobs (NOW HIRING)

Raymondjames

Associate Advisor

Arlington, VA

$90K - $120K/yr

As our team grows, we are seeking an Associate Advisor who shares our long-term vision and values ... None required Benefits: Medical (100% paid for base plan), Retirement + Match, Life Insurance, PTO.

Frost Bank

Associate Advisor

Alamo Heights, TX · On-site

If so, the Associate Advisor role might be for you! At Frost, it's about more than a job. It ... Proficient in Microsoft computer applications Our Benefits At Frost, we care about your health ...

Frost Bank

Associate Advisor

San Antonio, TX · On-site

If so, the Associate Advisor role might be for you! At Frost, it's about more than a job. It ... Proficient in Microsoft computer applications Our Benefits At Frost, we care about your health ...

Burton Enright Welch

Associate Advisor

Walnut Creek, CA · On-site

$85K - $110K/yr

BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a ... benefits package: medical, dental, vision, life and disability insurance, etc. • Open PTO (Paid ...

Advisors Excel

Advisor Service Associate

Topeka, KS · On-site

$14.75 - $19.75/hr

Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Amazing benefits, including medical, dental, vision and 401k (with matching options) * Generous PTO ...

Baird

Associate Financial Advisor

Durango, CO · On-site

$59K - $80K/yr

About the Role: The Associate Financial Advisor provides specialized services to an individual ... You'll have the opportunity to advance your career while enjoying our comprehensive benefits ...

LPL Financial

Associate Financial Advisor

Shelby, MI · Hybrid

Associate Financial Advisor - Shelby State Bank Your career path should lead to real opportunity ... The benefit of LPL's experience helping financial institutions grow and maximize their investment ...

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Associate Benefit Advisor information

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How much do associate benefit advisor jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for associate benefit advisor in the United States is $22.27, according to ZipRecruiter salary data. Most workers in this role earn between $15.62 and $25.00 per hour, depending on experience, location, and employer.

What is the difference between Associate Benefit Advisor vs Benefits Coordinator?

AspectAssociate Benefit AdvisorBenefits Coordinator
Required CredentialsTypically a bachelor's degree, insurance licensesHigh school diploma or equivalent, insurance licenses often preferred
Work EnvironmentOffice setting, client meetings, insurance firmsOffice environment, HR departments, insurance companies
Employer & Industry UsageInsurance agencies, benefits consulting firmsCorporate HR departments, insurance providers
Common Search & ComparisonYesYes

The Associate Benefit Advisor and Benefits Coordinator roles share similarities in working with employee benefits and insurance products. However, the Associate Benefit Advisor often focuses on client consultations, sales, and benefit plan recommendations, requiring licenses and sales skills. The Benefits Coordinator typically handles administrative tasks, benefits enrollment, and employee communication within a company. Both roles are essential in the benefits industry but differ in responsibilities and work environment.

What are Associate Benefit Advisors?

Associate Benefit Advisors are professionals who assist employees or clients in understanding, selecting, and managing their employee benefits, such as health insurance, retirement plans, and other workplace perks. They typically work for insurance companies, benefits consulting firms, or within the HR departments of large organizations. Their role includes explaining benefit options, enrolling individuals in plans, resolving issues, and ensuring compliance with relevant laws and company policies. Associate Benefit Advisors also help educate employees on how to maximize their benefits and act as a resource for benefits-related questions.

What are some typical challenges an Associate Benefit Advisor might face when assisting employees with their benefit selections?

Associate Benefit Advisors often encounter challenges such as explaining complex benefit options in simple terms, addressing unique employee concerns, and staying updated on frequent policy changes. They must handle high volumes of inquiries during open enrollment periods while maintaining accuracy and empathy. Additionally, they collaborate with HR teams and insurance providers to resolve issues efficiently, requiring strong communication and problem-solving skills.

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

To thrive as an Associate Benefit Advisor, you need a solid understanding of employee benefits, insurance products, and relevant regulations, typically supported by a bachelor’s degree in business or a related field. Familiarity with benefits administration software, HRIS systems, and, in some cases, state insurance licensing is often required. Strong communication, problem-solving, and interpersonal skills help you effectively guide clients and address their concerns. These competencies are crucial for ensuring clients receive accurate information and support, fostering trust and satisfaction in benefits management.
More about Associate Benefit Advisor jobs
What cities are hiring for Associate Benefit Advisor jobs? Cities with the most Associate Benefit Advisor job openings:
What are the most commonly searched types of Benefit Advisor jobs? The most popular types of Benefit Advisor jobs are:
What states have the most Associate Benefit Advisor jobs? States with the most job openings for Associate Benefit Advisor jobs include:
What job categories do people searching Associate Benefit Advisor jobs look for? The top searched job categories for Associate Benefit Advisor jobs are:
Associate Benefit Advisor jobs near you
Infographic showing various Associate Benefit Advisor job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 95% Full Time, 1% Part Time, 1% Temporary, and 2% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $46,329 per year, or $22.3 per hour.

Associate Advisor

Raymond James Financial, Inc.

Arlington, VA • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Job Description Summary
Our team is driven by the motivation to help our clients achieve their goals with professional skill and a personalized approach. As our team grows, we are seeking an Associate Advisor who shares our long-term vision and values.
The ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a client-facing capacity, is a self-starter, and demonstrates consistency and empathy in their day-to-day work. Additionally, they have trading experience, strong client relationship management skills, and thrive in a team-oriented environment.
Ready to take the next step? Read on and apply below.
Job Description
Essential Duties and Responsibilities
  • Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.
  • Be the main point of contact for assigned client needs and ensure all client concerns are addressed.
  • Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.
  • Manage client referrals, ensuring smooth onboarding and integration into the firm.
  • Conduct quarterly and annual client reviews to align financial goals
  • Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.
  • Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.
  • Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.
  • Assist the financial advisor by note taking, handling documentation, and email management.
  • Ensure that all compliance standards are met for client documentation and communication.
  • Actively contribute to the firm's ability to focus on high-level strategy by handling administrative work related to client meetings.

Knowledge of
  • Company's working structure, policies, mission, and strategies
  • Managed account platforms
  • General office practices, procedures, and methods
  • Investment concepts, practices, and procedures used in the securities industry
  • Financial markets, products, and industry regulations
  • Trading terminology
  • Financial planning software
  • AI tools and agents

Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office Suite
  • Effective communication (in-person, virtual, phone, and mail)

Ability to
  • Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Handle stressful situations and provide a high level of client attention in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a cohesive team
  • Demonstrate competence, dependability, and responsibility

Licenses/Certifications
  • SIE
  • Series 7
  • Series 63, 65 and/or 66 as required by state
  • L&H strongly preferred

Education/Experience Requirements
  • 2+ years of industry experience

Workstyle: Hybrid (1 week in office per month)
Travel: None required
Benefits: Medical (100% paid for base plan), Retirement + Match, Life Insurance, PTO.
Compensation: $90,000 - $120,000, based on experience and geographic location, + discretionary bonus
Case Study, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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