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Associate Client Advisor Jobs in Washington (NOW HIRING)

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Associate Client Advisor information

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$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 Advisor jobs near you

Registered Client Service Associate

Raymond James Financial, Inc.

Manassas, VA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

Job Description Summary
"Great things in business are never done by one person. They're done by a team of people."
Our mission is to enrich the lives of our clients and their families by providing quality independent financial advice. Nothing is more important to us than our clients - that's the approach we take by providing a high degree of attention and service.
McDermott Armati Wealth Strategies is seeking a Registered Client Service Associate who shares our vision and mission. This essential role helps to provide high touch administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
The ideal candidate will have effective communication skills as well as the ability to excel in a fast-paced, detail-oriented work environment. Join us and see where a career at McDermott Armati could take you!
Job Description
Essential Duties and Responsibilities
  • Services basic inquiries and scheduling of meetings with prospective and existing clients
  • Respond to client inquiries regarding accounts, transactions, and general service matters
  • Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests
  • Maintain accurate and complete CRM records
  • Execute equity, ETF, mutual fund, and fixed income trades as directed
  • Assist with portfolio rebalancing
  • Monitor cash balances and distributions
  • Gather and organize client financial data
  • Prepare and update financial plans using planning software
  • Run retirement, cash flow, and scenario analyses
  • Prepare client-ready reports and presentations
  • Ensure all documentation meets firm and regulatory requirements
  • Maintain organized client files and audit-ready documentation
  • Assist with supervisory reviews and compliance requests
  • Adhere to FINRA, SEC, and firm policies and procedures
  • Perform other duties, as assigned

Key Skills & Competencies
  • Strong attention to detail and accuracy
  • Excellent organizational and time-management skills
  • Professional communication (written and verbal)
  • Analytical mindset
  • Client-first attitude with high integrity
  • Experience with financial planning software
  • Experience with portfolio management or rebalancing tools
  • Experience executing trades in client accounts
  • Proficiency in Microsoft Office and CRM systems

Education/Previous Experience
  • Bachelor's degree preferred
  • 3+ years of experience in wealth management or advisory support

Licenses/Certifications
  • SIE, Series 7 & 63/65 or 66
  • Insurance license

McDermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
Education
Bachelor's: Finance
Work Experience
General Experience - 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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