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Associate Client Advisor Jobs in Pennsylvania (NOW HIRING)

Keybank

Assoc. Private Client Advisor

Dresher, PA · On-site

$62K/yr

Location: 701 Twining Road - Dresher, Pennsylvania 19025 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base ...

PathStone

Senior Client Advisor

Broomall, PA · On-site

Senior Client Advisor Pathstone is a growing wealth management firm serving ultra-high net worth ... Serve as a mentor and operational resource to Associates and Senior Associates on matters including ...

Pathstone

Senior Client Advisor

Newtown Square, PA · On-site

... advisor for our client families. * Serve as a primary point of contact for client inquiries ... Serve as a mentor and operational resource to Associates and Senior Associates on matters including ...

Pathstone

Senior Client Advisor

Newtown Square, PA · On-site

... advisor for our client families. * Serve as a primary point of contact for client inquiries ... Serve as a mentor and operational resource to Associates and Senior Associates on matters including ...

PathStone

Senior Client Advisor

Newtown Square, PA · On-site

... advisor for our client families. * Serve as a primary point of contact for client inquiries ... Serve as a mentor and operational resource to Associates and Senior Associates on matters including ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Pennsylvania

Associate Client Advisor information

See Pennsylvania salary details

$12

$25

$45

How much do associate client advisor jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for associate client advisor in Pennsylvania is $26.00, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $29.86 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.
Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in Pennsylvania as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $54,071 per year, or $26 per hour.

Associate Client Advisor

Legacy Advisors, LLC

Plymouth Meeting, PA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Position Summary: The Associate Client Advisor (ACA) is a role designed for recent graduates or early-career professionals seeking a career in wealth management and financial planning. ACAs support Client Advisors by preparing meeting materials, organizing financial data, and coordinating workflows across the advisory team. This role provides exposure to investments, planning, tax awareness, and insurance, offering a clear development path toward becoming a valuable member of the client service team.
Position Responsibilities:
  • Prepare comprehensive meeting materials, including financial reports, cash flows, investment summaries, insurance deliverables, and planning documents.
  • Build and update financial models such as budgets, liquidity analyses, and balance sheet proformas.
  • Coordinate with Client Coordinators to manage pre-meeting workflows and ensure timely completion of tasks.
  • Provide accurate, well-organized data to Wealth Planning and Investment teams to support deeper strategic analysis.
  • Create new slide content for client presentations, incorporating advisor-specific preferences and firm standards.
  • Identify required insurance summaries or analyses and initiate requests to the Insurance team when needed.
  • Maintain consistent documentation, version control, and quality standards across client deliverables.
Background Requirements/Preferences:
  • Required Bachelor’s degree
  • 0-2 years of experience, preferably in the financial services, banking, accounting or other related fields.
  • Entrepreneurial drive and a desire to grow into an advisory role.
  • Effective communication skills- clear, profession, and collaborative.
  • High personal accountability with strong attention to detail and follow-through.
  • Commitment to Legacy’s Core Values of…
    • Client First
    • Work Hard
    • Excellence
    • Positive Attitude
    • Respect
    • Always Do the Right Thing
About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. As a leading Registered Investment Advisor (RIA), we serve ultra-high net-worth individuals, families and business owners with complex financial lives and significant assets. Our clients rely on us for integrated wealth, investment and estate planning and we take pride in delivering clarity, confidence, and continuity across generations.
Benefits amp; Perks:
  • Medical, Dental, and Vision Insurance
  • Group Life, Short-Term Disability, and Long-Term Disability – provided at no cost to the associate
  • Voluntary Life and AD amp;D Insurance options available
  • Flexible Spending Accounts (FSA) and Dependent Care Accounts
  • 401(k) Plan
  • Paid Time Off (PTO)
  • A culture of professional growth, stability, and long-term success
#LI-Hybrid

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