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Associate Client Advisor Jobs in Montana (NOW HIRING)

Capstone

Senior Tax Assoicate

Butte, MT · On-site

$58K - $75K/yr

We have close relationships with financial advisors and family attorneys which enable us to provide ... Ensure the confidentiality of each client by following all company procedures regarding information ...

Capstone

Senior Tax Assoicate

Butte, MT

$79K - $98K/yr

We have close relationships with financial advisors and family attorneys which enable us to provide ... Ensure the confidentiality of each client by following all company procedures regarding information ...

RMW Accounting LLC

Senior Associate

Shelby, MT · On-site +1

... with a client-centered approach, offering comprehensive accounting, tax, and financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes ...

RMW Accounting

Senior Associate

Shelby, MT · On-site

... with a client-centered approach, offering comprehensive accounting, tax, and financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes ...

RMW Accounting LLC

Senior Associate

Shelby, MT · On-site

... with a client-centered approach, offering comprehensive accounting, tax, and financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes ...

Wertz & Associates

Senior Tax Manager

Bozeman, MT

$140K - $190K/yr

Their clients view them as trusted advisors who help drive financial success--not simply tax preparers. If you're looking for a role that combines technical tax expertise, client relationships, team ...

Wertz & Associates

Senior Tax Manager

Bozeman, MT · On-site

$140 - $190/hr

Senior Tax Manager, CPATax Advisory | Client Leadership | Partnership Track Opportunity ... Their clients view them as trusted advisors who help drive financial success--not simply tax ...

RMW Accounting

Senior Associate

Shelby, MT · On-site

... with a client-centered approach, offering comprehensive accounting, tax, and financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes ...

Office Depot

Retail Part Time Team Lead

Billings, MT · On-site

$16.75 - $18.75/hr

... advisor by utilizing provided training to support sales offerings. The Team Lead will support a ... Drives positive client satisfaction levels including coaching and training to associates to enhance ...

Office Depot

Retail Part Time Team Lead

Billings, MT · On-site

$14.77/hr

... advisor by utilizing provided training to support sales offerings. The Team Lead will support a ... Drives positive client satisfaction levels including coaching and training to associates to enhance ...

Office Depot

Retail Part Time Team Lead

Billings, MT

$16.75 - $18.75/hr

... advisor by utilizing provided training to support sales offerings. The Team Lead will support a ... Drives positive client satisfaction levels including coaching and training to associates to enhance ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Montana

Associate Client Advisor information

See Montana salary details

$11

$23

$41

How much do associate client advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate client advisor in Montana is $23.80, according to ZipRecruiter salary data. Most workers in this role earn between $16.97 and $27.36 per hour, depending on experience, location, and employer.

What is an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.
What are the most commonly searched types of Client Advisor jobs in Montana? The most popular types of Client Advisor jobs in Montana are:
What cities in Montana are hiring for Associate Client Advisor jobs? Cities in Montana with the most Associate Client Advisor job openings:
Associate Client Advisor jobs near you

Senior Associate, Civil/Environmental/Geological Engineer

Haley & Aldrich, Inc

Butte, MT • On-site, Remote

Full-time

Re-posted 27 days ago

Haley & Aldrich rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

68th of 446 rated engineering

Job description

We are looking to add new talent to our growing team! We are currently seeking a Senior Associate, Civil/Environmental/Geological Engineer to work in a technical support role with highly skilled professionals on diverse project teams in a dynamic environment. This is an excellent opportunity to join a growing group and company and get involved in a variety of projects for a diverse range of clients. This is a full-time position located in any of our 45+ office locations or virtually. 

This role offers an exciting opportunity to play a key role in delivering strategic growth and driving meaningful outcomes for our clients by working with highly skilled professionals on diverse and complex projects. The ideal candidate will bring proven expertise on coal combustion residuals management, regulatory strategy, and environmental compliance to support clients in the energy and mining sectors. If you're ready to take your career to the next level and contribute to a dynamic and growing company, we'd love to hear from you!

DUTIES/RESPONSIBILITIES
In this position, you will:

  • Drive business growth by developing and deepening relationships across client organizations, ensuring strong connections at multiple levels. Identify and win new work by understanding client needs, challenges, and market drivers, positioning us for continued growth.
  • Lead pursuit efforts for both new and existing clients, guide proposal development, and negotiate favorable contracts that align with our strategic goals and ensure financial health.
  • Oversee the execution of projects, serving as a trusted advisor to address client challenges and deliver quality results. Collaborate with project teams to ensure a seamless client experience throughout the project life cycle.
  • Build and lead high-performing teams by fostering a collaborative environment and mentoring emerging talent to reach their full potential. Provide growth opportunities to develop future leaders within the organization.
  • Ensure financial success across client accounts, overseeing areas like sales cost, collections, and profitability. Establish sound contracts that balance client needs with financial terms and risk management. Track and manage the client engagement pipeline to align with strategic goals.
  • Ensure that all work is performed in accordance with company and client Health & Safety protocols.
  • Demonstrate our foundational safety behaviors. 

SKILLS/EXPERIENCE
Minimum Skills and Requirements:

  • Bachelor's degree in civil/environmental/geological engineering or related.
  • 15+ years of experience working on coal combustion residuals management, with proven experience in a consulting or professional services environment.
  • Established client relationships in the Mountain West and/or Great Lakes regions.
  • Professional registration (e.g., PE) is required.
  • Strong written and verbal communication skills, with proficiency in preparing, reviewing, and editing technical reports to meet client and project objectives.
  • Demonstrated business acumen and consulting expertise to identify client challenges, proactively address risks, and promote cross-selling of services across the company. 

Preferred Skills:

  • Master's degree in civil/environmental/geological engineering or related.
  • Experience presenting at industry conferences or actively participating in professional organizations.
  • Familiarity with local and regional codes, regulations, and market trends relevant to our services.

The salary range for this position Nationwide is 175,000 - 220,000 annually. Actual compensation will be based upon a variety of factors such as education, related work experience, certificates, skills, and current market conditions. Haley & Aldrich reviews salary ranges each quarter to assess competitiveness with the market. This role is eligible to participate in the company's performance-based bonus program. This bonus program is based on overall company performance and the results achieved compared to peers. This role is eligible to receive a sign-on bonus.

What Haley & Aldrich employees say

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