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Associate Client Advisor Jobs in Washington (NOW HIRING)

Associate Advisor

Arlington, VA ยท On-site

$90K - $120K/yr

As our team grows, we are seeking an Associate Advisor who shares our long-term vision and values ... Manage client referrals, ensuring smooth onboarding and integration into the firm. * Conduct ...

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 ...

New

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 ...

New

Client Service Associate

Potomac, MD

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

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 ...

New

Client Service Associate

Potomac, MD ยท On-site

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Client Service Associate

Potomac, MD ยท On-site

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Client Service Associate

Potomac, MD

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Showing results 21-40

Associate Client Advisor information

See Washington salary details

$13

$29

$51

How much do associate client advisor jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for associate client advisor in Washington is $29.37, according to ZipRecruiter salary data. Most workers in this role earn between $20.96 and $33.75 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 cities in Washington are hiring for Associate Client Advisor jobs? Cities in Washington with the most Associate Client Advisor job openings:

Associate Client Executive, Commercial Risk - IAS Mid-Atlantic

Baldwin

Leesburg, VA โ€ข Hybrid

$100K/yr

Full-time

Re-posted 21 days ago


Job description

POSITION SUMMARY:
  • The Associate Commercial Risk Client Executive is responsible for the assisting management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options.
PRIMARY RESPONSIBILITIES:
  • Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations.
  • Develops trusted partnerships with key insurance company partners and broker representatives
  • Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
  • Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
  • Assesses final audits to ensure accuracy between client and insurance company partner audit teams' identification of risk.
  • Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm's advisors, partners, and leaders through personal integrity and industry expertise.
  • Shares deep insurance expertise with firm's advisors, account managers and other colleagues to advise, develop and train.
EDUCATION AND EXPERIENCE REQUIREMENTS:
  • Certification(s): None required; CPCU, CIC, CRM, or ARM preferred
  • License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
  • Excellent verbal and written communication skills that inspire loyalty and commitment from others.
  • Ability to analyze complex risk exposures, existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping.
  • Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests.
  • Experience in reviewing, placing, and negotiating loss sensitive casualty and workers compensation placements including captive structure is preferred.
  • Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc.
  • Makes sound judgements and decisions based on objective analysis and multiple perspectives.
  • Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
  • Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Ability to learn any other appropriate program or software system used by the firm as necessary
OTHER REQUIREMENTS:
  • None
SPECIAL WORKING CONDITIONS:
  • Fast paced multi-tasking environment
IMPORTANT NOTICE:
  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
  • BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
The starting pay is $100,000+ annually. Salary is negotiable upon time of hire.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.