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

LPL Financial

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 ...

LPL Financial

Business Development Associate

Fort Mill, SC · Hybrid

$25.24 - $42.07/hr

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 ...

Focus Partners Wealth

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 ...

EasyCare

Automotive Service Technician

Monroe, NC · On-site

You'll also be responsible for diagnosing andrepairing client and dealership vehicles while ... Examine anddiagnose vehicles * Discuss repairswith shop foreman or service advisor

LPL Financial

Principal Solution Architect

Fort Mill, SC · Hybrid

$155K - $259K/yr

Terraform Associate Core Competencies: * Excellent communication skills, with the ability to ... Strong client-centric mindset, focused on delivering world-class advisor and client experiences.

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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 Jul 16, 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.

How much does an associate client advisor make?

An associate client advisor typically earns between $45,000 and $65,000 annually, depending on experience, location, and the company. Entry-level positions may start lower, while experienced advisors or those with specialized skills can earn higher salaries and bonuses. Compensation often includes base salary plus performance-based incentives.

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.

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.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance metrics. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.

Is a client advisor a good career?

A client advisor is a professional who manages client relationships, often in financial or service industries, requiring strong communication and interpersonal skills. The role can offer opportunities for career growth, commissions, and industry certifications, but job satisfaction depends on individual preferences and work environment. It is generally considered a stable career path with potential for advancement.

What jobs pay 4000 a week without a degree?

An Associate Client Advisor role typically does not pay $4,000 a week without a degree; however, high-earning sales positions, such as financial or real estate sales agents, can reach that level through commissions and experience. These roles often require strong communication skills, industry knowledge, and sometimes licensing or certifications but not necessarily a formal degree.
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 Service Consultant

Associate Service Consultant

LPL Financial Holdings, Inc.

Fort Mill, SC • On-site

$21.10 - $35.16/hr

Full-time

Medical, Retirement, PTO

Re-posted 22 days ago

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

115th of 148 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview: We are seeking a dedicated and experienced Associate Service Consultant to join our team. In this role, you will work in a call center environment, handling approximately 30 to 40 inbound calls per day from Financial Advisors, their assistants, and LPL internal Service Associates. You will also make outbound calls as necessary to resolve issues related to Overlay Service and Operations.
Responsibilities:
  • Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates.
  • Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA), explain their differences, and guide users through LPL Financial processes.
  • Provide exceptional customer service, you'll accurately process requests, support internal partners, and clearly communicate solutions.
  • Proactively seek help, escalate issues when necessary, and efficiently resolve problems during calls.

What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • 1-2 years of Customer Service Experience preferably in Financial Services

Core Competencies:
  • High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership.
  • Organized with a strong attention to detail with the ability to navigate multiple systems simultaneously.
  • A curiosity coupled with a desire for continuous learning.
  • Customer focus
  • Communication skills
  • Proven track record in relationship management and customer satisfaction. Ability to work with all levels of clients, management and employees

Preferences:
  • SIE, Series 7 preferred (Opportunity to license in the future if not already licensed)

Pay Range:
$21.10-$35.16/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

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