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Associate Client Advisor Jobs in Lancaster, SC (NOW HIRING)

TEKsystems

Client Services Associate

Fort Mill, SC · Hybrid

$21/hr

... advisors to help their clients achieve their dreams. At LPL Financial, we offer an exciting ... Experience: 0-2+ years in a client-facing, service-oriented role, ideally in a team-based ...

LPL Financial

Advisor Licensing Program

Fort Mill, SC · On-site

... an Associate Financial Advisor. TheAdvisor of the Wealth Advisor Groupis a group of corporate ... Advisors are responsible for all functions of client relationship maintained including providing an ...

LPL Financial

Manager, Client Compensation

Fort Mill, SC · On-site +1

$76K - $127K/yr

The Manager - Client Compensation leads a team of 10 to 12 people who support advisors and their ... Bachelors or Associates degree, or substantial relevant professional experience Pay Range: $76,735 ...

TEKsystems

Client Services Associate

Fort Mill, SC

$21/hr

... to our advisors and investors. Here's a glimpse of what your day-to-day will look like: Your ... Experience: 0-2+ years in a client-facing, service-oriented role, ideally in a team-based ...

TEKsystems

Client Service Associate

Fort Mill, SC · Hybrid

$20 - $21/hr

Join our client as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. Our client offers an exciting opportunity for ...

TEKsystems

Client Service Associate

Fort Mill, SC · Hybrid

$20 - $21/hr

Join our client's organization as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. Our client's offer an exciting ...

TEKsystems

Client Service Associate

Fort Mill, SC · Hybrid

$20 - $21/hr

Join our client's organization as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. Our client's offer an exciting ...

TEKsystems

Client Service Associate

Fort Mill, SC · Hybrid

$20 - $21/hr

Client Service Representative Charlotte, NC Description Are you ready to kickstart your career in ... advisors to help their clients achieve their dreams, We offer an exciting opportunity for ...

TEKsystems

Client Service Associate

Fort Mill, SC · Hybrid

$20 - $21/hr

Client Service Representative Charlotte, NC Description Are you ready to kickstart your career in ... advisors to help their clients achieve their dreams, We offer an exciting opportunity for ...

KOHLS

Part-Time Beauty Advisor - Sephora

Rock Hill, SC · On-site

$13.70/hr

Build strong client loyalty and influence clients by identifying their needs and suggesting ... Maintaining adherence to company safety policies for the safety of all associates and customers

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Lancaster, SC

Associate Client Advisor information

See Lancaster, SC salary details

$10

$22

$38

How much do associate client advisor jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for associate client advisor in Lancaster, SC is $22.12, according to ZipRecruiter salary data. Most workers in this role earn between $15.77 and $25.43 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 near Lancaster, SC are hiring for Associate Client Advisor jobs? Cities near Lancaster, SC with the most Associate Client Advisor job openings:
Associate Client Advisor jobs near you

Associate Financial Advisor - Rock Hill, SC

Edward Jones Careers

Rock Hill, SC • On-site

Other

This job post has expired today. Applications are no longer accepted.

Edward Jones rating

8.1

Company rating: 8.1 out of 10

Based on 255 frontline employees who took The Breakroom Quiz

57th of 150 rated financial services

Job description

There's power in partnership. It's how we work — and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater — and right now, qualified financial advisors are in short supply.

If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential. 
As an associate financial advisor at Edward Jones, you’ll work with the broader practice team — collaborating with one or more financial advisors and client support teammates — to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you’ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice’s overall business outcomes. 
What you’ll do? 
Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities 
Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities 
Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance 
Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve 
Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience 

What Edward Jones employees say

Pay

Benefits

Hours and flexibility

Workplace

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