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Associate Client Advisor Jobs in Ohio (NOW HIRING)

OTB Group

In this Sales Associate role, reporting to the Store Manager, you will be responsible for growing ... client experience. Your main responsibilities will be : * The Sales Associate assists with the ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Ohio

Associate Client Advisor information

See Ohio salary details

$11

$24

$43

How much do associate client advisor jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for associate client advisor in Ohio is $24.65, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $28.32 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.

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.
Associate Client Advisor jobs near you
Lead Financial Advisor - Southern Ohio

Lead Financial Advisor - Southern Ohio

Antolino and Associates

Gallipolis, OH • On-site

Full-time

Posted 5 hours ago

Job description

Salary: $75k salary + bonus depending on experience

Position: Lead Financial Advisor

We are looking for someone who wants to relocate to beautiful, rural southern Ohio and be part of a thriving small-town community. We have a solid local client base that we need help servicing. If this fits your lifestyle, you could be a big fish in a small pond with a great career path.


You will be responsible for delivering value to existing and new clients from understanding each clients unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance needs and solutions, and cash flow planning.


We have a team approach, and you will collaborate with your client advisor team, specialists and other support staff. Our client relationships typically have an advisor and a financial planner assigned to them. You will be the lead advisor of client relationships that the firm hands off and new relationships that are cultivated by you. You may also team up with other senior advisors as needed to service ultra-high net worth Advanced clients who require more than 1 advisor.


If you have an entrepreneurial spirit, the advisor role has a high growth potential over time.


This position is based in Gallipolis, OH. We have multiple offices and are looking to grow.

Is this position right for you?

  • Do you like
    • solving puzzles; thinking creatively
    • math
    • working in a team environment
    • communicating while thinking on your feet
    • self-improvement: getting better everyday
  • Are you a naturally curious person?
  • Are you a competitive person?
  • Do you enjoy deep personal relationships / care about others?

Essential Duties and Responsibilities

  • Current Client Relationships
    • Address current client needs, proactively uncover ways to deliver greater value to clients and empower their confidence to make financial decisions.
    • Develop and communicate financial plans and recommendations to clients
    • Supporting senior advisors with Advanced level clients.
    • Possess the analytical capacity to determine and recommend solutions in all financial planning areas in preparation for client reviews, including retirement needs, cash flow planning, investment strategies, estate/transfer solutions, tax strategies, insurance planning etc.
    • Develop and maintain great relationships with our clients
  • New Client Relationships
    • The firm brings in new relationships through marketing efforts, which you may have the opportunity to onboard and service.
    • You will be expected to bring in new relationships from your business, personal and social networks, as well as current client referrals.
    • The main way you will generate new relationships is by serving our clients, creating Raving Fans and asking for introductions.
  • Education
    • You will be expected to pursue Financial Education or continuing education for CFP and other applicable designations. We financially support work-related education expenses.
  • Team Member
    • Work with other team members to evaluate and/or /lead new firm-wide strategic initiatives.
    • Actively participate in industry/community organizations.
    • Promote our culture of optimism and happiness for both employees and clients.


Education, Experience and Technical Qualifications

  • Bachelors degree minimum
  • 5-7+ years professional experience
  • Problem-solving skills
  • Highly analytical and proficient in Microsoft Excel, Word and Outlook
  • Track record of establishing and maintaining successful interpersonal relationships
  • CFP or desire to obtain within 18 months

About Antolino & Associates

  • We have an A-Player culture at Antolino & Associates. We are looking for a team player who is a self-starter someone that is a problem solver not an order taker. You should be curious to learn. Our business has been around for 60+ years yet we have the mentality and energy of a start-up. Joining our team will allow you to have an immediate impact, including proposing new ideas you may have for improving our business. We have a hybrid work environment based on tenure and role.
  • We care deeply about our client relationships and our employees. We are a team of high achievers who believe in getting better every day. We like to live by 4 simple rules: 1. Show up on time 2. Do what you say youre going to do 3. Finish what you start 4. Say please and thank you.
  • Core Values
    • Champions
      • Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem
    • Puzzle Solvers
    • Happy, Healthy, Team