This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This essential role helps to provide high touch administrative support to Financial Advisors, their ... client-first, integrity, independence and a conservative, long-term view. We expect our associates ...
This essential role helps to provide high touch administrative support to Financial Advisors, their ... client-first, integrity, independence and a conservative, long-term view. We expect our associates ...
This essential role helps to provide high touch administrative support to Financial Advisors, their ... client-first, integrity, independence and a conservative, long-term view. We expect our associates ...
This essential role helps to provide high touch administrative support to Financial Advisors, their ... client-first, integrity, independence and a conservative, long-term view. We expect our associates ...
This essential role helps to provide high touch administrative support to Financial Advisors, their ... client-first, integrity, independence and a conservative, long-term view. We expect our associates ...
This essential role helps to provide high touch administrative support to Financial Advisors, their ... client-first, integrity, independence and a conservative, long-term view. We expect our associates ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary ...
Client Associate
Winchester, VA · On-site
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Use your administrative and operational skills to help our advisors manage and grow their business.
Client Associate
Winchester, VA · On-site
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Use your administrative and operational skills to help our advisors manage and grow their business.
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Use your administrative and operational skills to help our advisors manage and grow their business.
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Use your administrative and operational skills to help our advisors manage and grow their business.
Client Associate
Winchester, VA · On-site
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Use your administrative and operational skills to help our advisors manage and grow their business.
Client Associate
Winchester, VA · On-site
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Use your administrative and operational skills to help our advisors manage and grow their business.
Associate Director, Client Advisory
Alexandria, VA · On-site
$105 - $140/hr
As a trusted advisor, the Associate Director serves as a primary point of contact for client relationships, collaborates closely with internal specialists across the firm, and contributes to the ...
New
Associate Director, Client Advisory
Alexandria, VA · On-site
$105 - $140/hr
As a trusted advisor, the Associate Director serves as a primary point of contact for client relationships, collaborates closely with internal specialists across the firm, and contributes to the ...
New
As a trusted advisor, the Associate Director serves as a primary point of contact for client relationships, collaborates closely with internal specialists across the firm, and contributes to the ...
As a trusted advisor, the Associate Director serves as a primary point of contact for client relationships, collaborates closely with internal specialists across the firm, and contributes to the ...
Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their ... The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to ...
Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their ... The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to ...
Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their ... The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to ...
Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their ... The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to ...
Client Service Associate
Abingdon, VA · On-site
$14 - $19.25/hr
The position will provide support to Financial Advisors, be responsible for all administrative ... The Client Service Associate must be detail oriented and have the flexibility and ability to ...
Quick apply
Client Service Associate
Abingdon, VA · On-site
$14 - $19.25/hr
The position will provide support to Financial Advisors, be responsible for all administrative ... The Client Service Associate must be detail oriented and have the flexibility and ability to ...
Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their ... The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to ...
Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their ... The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to ...
Associate Client Advisor information
See Virginia salary details
$11.92 - $14.93
6% of jobs
$14.93 - $17.94
15% of jobs
$18.57 is the 25th percentile. Wages below this are outliers.
$17.94 - $20.95
19% of jobs
The median wage is $22.86 / hr.
$20.95 - $23.96
16% of jobs
$23.96 - $26.97
15% of jobs
$28.25 is the 75th percentile. Wages above this are outliers.
$26.97 - $29.99
11% of jobs
$29.99 - $33
7% of jobs
$33 - $36.01
5% of jobs
$36.01 - $39.02
2% of jobs
$39.02 - $42.03
2% of jobs
$42.03 - $45.04
2% of jobs
$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?
| Aspect | Associate Client Advisor | Client Advisor |
|---|---|---|
| Required Credentials | Typically a bachelor's degree; some certifications like CFP may be preferred | Same as Associate Client Advisor, often with more experience or certifications |
| Work Environment | Entry-level or junior role within financial services firms | More senior position with increased client interaction and responsibilities |
| Employer & Industry Usage | Commonly used in banking, wealth management, and financial advisory firms | Used 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:
Full-time
Medical, Dental, Life, Retirement, PTO
Posted 7 days ago
Job description
REGISTERED CLIENT SERVICE ASSOCIATE
Location: Norfolk, VA
Hiring Range: $60,000 - 79,000
OVERVIEW:
Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Norfolk team. This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regard to servicing customers and fostering a positive relationship between clients and the firm.
An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills. At Davenport, we are proud of our commitment to service, with both internal and external clients.
RESPONSIBILITIES:
Responsibilities of this position include, but are not limited to:
QUALIFICATIONS:
SALARY & BENEFITS:
We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Location: Norfolk, VA
Hiring Range: $60,000 - 79,000
OVERVIEW:
Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Norfolk team. This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regard to servicing customers and fostering a positive relationship between clients and the firm.
An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills. At Davenport, we are proud of our commitment to service, with both internal and external clients.
RESPONSIBILITIES:
Responsibilities of this position include, but are not limited to:
- Answering phones, filing, and preparing correspondence
- Submitting client requests for checks, wires, transfers, and security registrations
- Helping clients to understand their monthly statements and annual tax notices
- Acquiring cost basis
- Responding on a timely basis to operational notices
- Assisting with all forms of account paperwork
- Maintaining records and files as required by the Compliance department
- Processing mailings and arranging seminars
- Working with internal service departments including Operations, Financial Services, and Research, among others
- Cooperating with co-workers to cover various needs as they arise in the sales area
QUALIFICATIONS:
- College Degree preferred
- Experience in financial services or banking strongly preferred
- FINRA Licensing: SIE, Series 7, and Series 63 (or FINRA-recognized equivalent) required
- Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
- Highly motivated with excellent communication and customer service skills
- Proficiency in Microsoft Outlook, Word, and Excel
- Ability to learn and master computer programs that house customer data
- Basic bookkeeping skills and record keeping ability
- Ability to understand and adhere to industry rules and regulations
- Professional demeanor
SALARY & BENEFITS:
We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.