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Associate Client Advisor Jobs in Virginia (NOW HIRING)

Raymondjames

Associate Advisor

Arlington, VA

$90K - $120K/yr

Manage client referrals, ensuring smooth onboarding and integration into the firm. * Conduct ... advisor by note taking, handling documentation, and email management. * Ensure that all compliance ...

RBC

Client Associate

Winchester, VA · On-site

Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and ... Use your administrative and operational skills to help our advisors manage and grow their business.

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Virginia

Associate Client Advisor information

See Virginia salary details

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$45

How much do associate client advisor jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate client advisor in Virginia is $25.71, according to ZipRecruiter salary data. Most workers in this role earn between $18.37 and $29.57 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.

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 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.

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.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that involves supporting senior advisors, managing client relationships, and developing sales skills. It can provide valuable experience and opportunities for advancement into more senior roles or specialized areas within finance. Success often depends on interpersonal skills, industry knowledge, and professional development efforts.

What are the most commonly searched types of Client Advisor jobs in Virginia?

The most popular types of Client Advisor jobs in Virginia are:

What cities in Virginia are hiring for Associate Client Advisor jobs?

Cities in Virginia with the most Associate Client Advisor job openings:

Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $53,479 per year, or $25.7 per hour.

Client Services Associate - Reston, VA

Covenant Wealth Advisors

Reston, VA • On-site

$55K - $75K/yr

Other

Medical, Dental, Vision, Retirement

Posted 2 days ago

New

Job description

About Covenant Wealth Advisors


At Covenant Wealth Advisors, we help people who've spent decades building their savings retire with confidence. We're a fee-only, fiduciary investment advisory firm — which simply means our clients pay us directly and we're legally obligated to put their interests first, always. No commissions, no product sales, no conflicts.


We're a close-knit team that takes the work seriously without taking ourselves too seriously. We believe in doing things right the first time, backing decisions with data, and celebrating the people who make the details happen. And we're growing — which is where you come in.


Position Summary

Behind every smooth client experience is someone who made it look easy. That's this role. As our Client Service Associate, you'll own the operational engine of the firm: opening new accounts, moving assets and money securely, and keeping every client record accurate and current. You'll work daily in Fidelity and Schwab's advisor platforms and our CRM (Wealthbox), making sure every transaction is right, on time, and fully documented.


This is a behind-the-scenes operations role — not an advisory or sales position — based in our Reston, VA (Northern VA) office. You'll report to our Client Service Manager and work hand-in-hand with our advisory team, who will know your name and appreciate your work. When you catch the error nobody else saw, people here notice.


What You'll Do

  • Open new client accounts and shepherd them from paperwork to funded, using Fidelity Wealthscape and Schwab Advisor Center
  • Manage account transfers (ACATS) and rollovers from start to finish — tracking progress, clearing hold-ups, and keeping things moving
  • Process wire transfers, journals, ACH transactions, and distributions with care, following our verification and security protocols
  • Keep client accounts current: beneficiary updates, address and registration changes, banking instructions, and document management
  • Run our operational workflows in Wealthbox CRM, logging client interactions and service activity so nothing falls through the cracks
  • Monitor daily custodial alerts and either resolve them or raise your hand — you'll never be left guessing
  • Respond to routine client requests by phone and email with warmth and professionalism
  • Meet regularly with your manager to prioritize the week, share status, and flag anything that needs attention
  • Spot ways to make our processes better — and speak up. We run on a structured meeting rhythm where every team member's ideas get heard and acted on


What You Bring

  • Required1+ years of financial services operations experience, ideally at an RIA, wealth management firm, or broker-dealer
  • Experience across both back-office and front-office operations for a financial advisory firm
  • Exceptional attention to detail — you're the person who catches it before it becomes a problem
  • Strong organizational, written, and verbal communication skills
  • A genuine team player who communicates proactively
  • Proficiency with Microsoft Office/365
  • Bachelor's degree
  • Ability to pass a background check


Nice to Have

  • Hands-on experience with Fidelity (Wealthscape) and/or Schwab (Advisor Center)
  • Experience with Wealthbox or a comparable advisor CRM
  • Familiarity with MoneyGuidePro, Tamarac, or DocuSign
  • Bachelor's degree in business, finance, or a related field
  • Series 65 — a plus, not a requirement (we'll sponsor you if you want to earn it)


Who Thrives Here

You take real pride in accuracy — not because someone's checking, but because that's who you are. You handle confidential information with discretion, stay steady when priorities shift, and like being part of a team where doing right by the client is the whole point. You're coachable, you ask good questions, and you'd rather flag a concern early than hope it works out.


If you've been the dependable operations person at your firm — the one advisors trust to just handle it — we'd love to meet you.


Compensation & Benefits

  • Base salary of $55,000–$75,000, based on experience
  • Discretionary quarterly performance bonus
  • Full benefits package (health, dental, vision, maternity leave)
  • Retirement plan with 401(k) match
  • A team that invests in your growth, including licensing sponsorship if you want it


Physical & Work Requirements

This role requires the ability to operate a computer for extended periods, communicate effectively verbally and in writing, and occasionally lift up to 20 pounds. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of this role.

Apply