1

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

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

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

Associate Service Consultant

Fort Mill, SC · On-site

$21.10 - $35.16/hr

Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal ... What are we looking for? We're looking for strong collaborators who deliver exceptional client ...

Internal Consulting Associate

Fort Mill, SC · Hybrid

$23.47 - $39.12/hr

Consulting Associates must demonstrate a high level of product knowledge, professionalism, and ... guide Advisors on LPL's Advisory Platforms and investment options * Consult on specific client ...

Business Development Associate

Fort Mill, SC · Remote

$39K - $53K/yr

Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter * Use the news ... We are looking for people who thrive in a fast-paced environment, are client focused, team oriented ...

Business Development Associate

Fort Mill, SC · Hybrid

$39K - $53K/yr

Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter * Use the news ... We are looking for people who thrive in a fast-paced environment, are client focused, team oriented ...

Tax Associate

Rock Hill, SC

$51K - $68K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... for reducing client tax liabilities. * Communicate effectively with tax managers, advisors, and ...

Tax Associate

Rock Hill, SC · On-site

$51K - $68K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... for reducing client tax liabilities. * Communicate effectively with tax managers, advisors, and ...

Description Our client is seeking six Product Operations Associates to support a large-scale advisor conversion initiative associated with an internal transition. These individuals will play a key ...

Description Our client is seeking six Product Operations Associates to support a large-scale advisor conversion initiative associated with an internal transition. These individuals will play a key ...

Showing results 21-40

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 6, 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:

Part-Time Beauty Advisor - Sephora

KOHLS

Waxhaw, NC • On-site

$15/hr

Other

Re-posted 12 days ago


Kohl's rating

5.7

Company rating: 5.7 out of 10

Based on 1,460 frontline employees who took The Breakroom Quiz

13th of 21 rated department stores


Job description

Open Availability Required

About the Role

As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty brands, execute merchandise sets and support replenishment and visual standards according to Sephora at Kohl’s standards.

What You’ll Do

  • Build strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products

  • Demonstrate credibility to the client through knowledge of products and beauty trends

  • Inspire clients through demonstrating products and application of products to drive sales

  • Actively engage and complete all required training to expand knowledge

  • Execute and maintain all Sephora visual merchandising and operational standards, including merchandise sets, tester maintenance and department cleanliness and hygiene standards

  • Support omni-processing within the department

  • Support inventory management from receipt to sale, including freight processing, back stocking, replenishment, inventory counts and price changes

  • Support visual elements of the department and communicate missed or damaged product/fixtures to the supervisor

All associates are responsible for:

  • Acting with integrity and honesty and fostering teamwork in an engaged and inclusive culture

  • Exercising good judgment and discernment when making decisions; taking appropriate partners as needed

  • Supporting and executing safety and shortage reduction programs following company guidelines

  • Accomplishing multiple tasks within established timeframes

  • Following company policies, procedures, standards and guidelines

  • Maintaining adherence to company safety policies for the safety of all associates and customers

  • Receiving, understanding and proactively responding to direction from leaders and other company personnel

  • Other responsibilities as assigned

What Skills You Have

Required 

  • Authentic passion for beauty 

  • Client-facing retail or service industry experience

  • Excellent written and verbal communication skills with the ability to influence in a clear and concise manner

  • Flexible availability to work days, nights, weekends and holidays


Pay Starts At: $15.00

What Kohl's employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom