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Associate Client Advisor Jobs in Virginia (NOW HIRING)

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

In this role, you will support financial advisors, enhance the client experience, and help ensure ... Client Associate role please apply below. Pay Details: $60,000.00 to $80,000.00 per year Search ...

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

In this role, you will support financial advisors, enhance the client experience, and help ensure ... Client Associate role please apply below. Pay Details: $60,000.00 to $80,000.00 per year Search ...

NFP Corp

Associate, Advisor

Reston, VA · On-site

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...

Aon

Associate, Advisor

Reston, VA · On-site

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...

NFP Corp

Associate, Advisor

Reston, VA · On-site

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...

NFP Corp

Associate, Advisor

Reston, VA · On-site

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...

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.

Wells Fargo

Client Associate - Part time

Winchester, VA · On-site

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells ... Facilitate Profit Formula Financial Advisor and client requests for account related information and ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Virginia

Associate Client Advisor information

See Virginia salary details

$11

$25

$45

How much do associate client advisor jobs pay per hour?

As of Aug 12, 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.

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 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 Investment Associate

LHH US

Richmond, VA

$60K - $80K/yr

Full-time

Re-posted 6 days ago

Job description

LHH Recruitment Solutions is searching for an Investment Associate, for a permanent position, on the Southside of Richmond, Virginia, working in the office.
Position Overview
We are seeking a highly organized, personable, and detail-oriented Client Associate to join our growing team. In this role, you will support financial advisors, enhance the client experience, and help ensure smooth and efficient daily operations. The ideal candidate thrives in a professional, fast-paced environment and is motivated by helping clients achieve their financial goals.
Key Responsibilities
  • Serve as a primary point of contact for client inquiries, providing prompt, accurate, and professional support
  • Coordinate account onboarding, documentation, and maintenance activities
  • Assist with preparation of client meeting materials, reports, and presentations
  • Manage client account transactions, money movement requests, and general service needs
  • Maintain organized client files and ensure data accuracy across systems
  • Support advisors with administrative tasks and operational follow-through
  • Collaborate with internal teams to ensure a seamless and consistent client service experience
  • Monitor deadlines, compliance requirements, and workflow processes to support exceptional client care
Qualifications
  • Bachelor's degree preferred or equivalent experience
  • Prior experience in financial services, wealth management, or client service highly valued
  • Strong communication and interpersonal skills
  • High level of professionalism, discretion, and client empathy
  • Excellent organizational and time-management capabilities
  • Proficiency with Microsoft Office; familiarity with CRM or wealth management platforms a plus
  • Ability to work both independently and collaboratively
  • FINRA Series 7 and/or 66 licenses are a plus (or willingness to obtain)
What We Offer:
  • Competitive salary and benefits package
  • Opportunities for professional development and industry education
  • Collaborative and supportive team environment
  • Meaningful client relationships and long-term career growth potential
If interested in this permanent Client Associate role please apply below.
Pay Details: $60,000.00 to $80,000.00 per year
Search managed by: Mollie Miller
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.