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Associate Client Advisor Jobs in Denver, CO (NOW HIRING)

CCIG

Associate Client Manager

Englewood, CO · On-site

$21 - $34/hr

Associate Client Manager The Associate Client Manager, a client interacting position, supports Advisors, Client Executives, Client Managers, and the client by completing various tasks common in day ...

USI Holdings Corporation

Premier Client Advisor

Denver, CO · On-site +1

$65K - $85K/yr

Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier ... We invest heavily in our associates, and we take pride in celebrating their growth and success ...

Simon Quick Advisors

Client Service Associate

Denver, CO · On-site

$70K/yr

Simon Quick Advisors Position: Client Service Associate Location: Denver, CO Compensation: Starting at $70,000 Company Description Simon Quick Advisors is an independent, employee-owned RIA that ...

Simon Quick Advisors

Client Service Associate

Denver, CO · On-site

$15 - $20.50/hr

Client Service Associate Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer ...

CCIG

Client Manager - Diversified

Englewood, CO · On-site

$61K - $105K/yr

Acting as the central support for the Client Executive and Advisor, the Client Manager takes ... Delegate administrative tasks as appropriate to Associate Client Managers, ensuring proper ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Denver, CO

Associate Client Advisor information

See Denver, CO salary details

$12

$26

$46

How much do associate client advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate client advisor in Denver, CO is $26.74, according to ZipRecruiter salary data. Most workers in this role earn between $19.09 and $30.72 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 Denver, CO? The most popular types of Client Advisor jobs in Denver, CO are:
Associate Client Advisor jobs near you

Senior Private Client Advisor

IMA Financial Group

Denver, CO • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
  • Supports and demonstrates IMA Select's core values
  • Values and understands the importance of diversity, equality, and inclusion among all IMA associates
  • Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, auto ID cards, etc.
  • Cultivates and maintains excellent communication and relationships with clients and insurance carriers
  • Interacts professionally and timely with clients via email, phone, and in-person
  • Develops remarketing strategies in accordance with client servicing standards and market changes
  • Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc.
  • Participates in conference calls and/or periodic in-person client meetings to ensure assets are adequately protected
  • Assists with the onboarding and training of new associates
  • Serves as a subject matter expert and provides technical expertise to staff
  • Participates in cross-selling new or adding additional lines of coverage or services on existing accounts
  • Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy
  • Attends education classes in combination with individual study programs to expand technical coverage knowledge

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
  • Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment
  • Ability to work independently regarding matters of significance
  • Ability to manage accounts with increased complexity
  • Ability to analyze insurance quotes and make recommendations
  • Ability to think strategically
  • Knowledge of policy forms and endorsements
  • Excellent written and oral communication and interpersonal skills
  • Math skills required, involving familiarity with ratios, percentages, discounts, and commissions
  • Strong computer proficiency including Microsoft Office products
  • Minimum 5 years of similar or related experience
  • Property and Casualty license required for state of business and must fulfill continuing education requirement to retain license

COMPETENCIES & TRAITS:
  • Professionalism
  • Self-Direction
  • Manage Client Relationships
  • Problem Solving

The anticipated posting timeline for this opportunity is 7/21/2026-8/21/2026
#LI-JS1
Salary Range
$60,000-$80,000 USD
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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