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Associate Client Advisor Jobs in Tulsa, OK (NOW HIRING)

Tax Manager

Tulsa, OK ยท On-site

$115K - $130K/yr

Serve as a trusted advisor by providing guidance on evolving tax laws, IRS regulations, and ... Review client billings to ensure accuracy and alignment with services provided. * Supervise, mentor ...

Serve as a trusted advisor by providing guidance on evolving tax laws, IRS regulations, and ... Review client billings to ensure accuracy and alignment with services provided. * Supervise, mentor ...

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Associate Client Advisor information

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How much do associate client advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate client advisor in Tulsa, OK is $23.69, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $27.21 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.
Infographic showing various Associate Client Advisor job openings in Tulsa, OK as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $49,268 per year, or $23.7 per hour.

Associate Broker - Commercial Real Estate

Northmarq

Tulsa, OK โ€ข On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago


Job description

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access toย experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path withย best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started.ย Your new career is waiting. Start something special today.ย Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!ย 

Northmarqย is looking for anย Associate Broker to join its Commercial Investment Sales team in our Tulsa office. This role is ideal for a motivated individual eager to support Northmarq's expanding investment sales team, working closely with senior brokers who are leaders in their fields. The Associate position is suited for adaptable candidates with a strong work ethic and ambition to excel in a collaborative sales environment. By collaborating with experienced brokers, the Associate will gain invaluable experience in Commercial Real Estate, focusing on Retail Investment Sales, with the potential for significant earnings and career advancement. This role offers the chance to develop the skills needed to become a Broker, as Northmarq is dedicated to investing time and resources into accelerating your career and providing support through the Associate Broker program.

*This position is an in-office onsite position, with immediate near term start date.

Position Responsibilities:

  • Marketing to new and/or under-marketed clients, with a goal of generating new business.
  • Creating and building AB's individual Business Plan, that will include, as a minimum, a detailed plan on Relationship Building and Learning the Business.
  • Responsible for understanding and also preparing underwriting packages for investment real estate.
  • Responsible for learning the real estate market and sub-markets of Tulsa, including getting to know brokers, attorneys, property managers, title company employees, insurance agents, and others who can contribute to general market knowledge and marketing success.
  • Responsible for learning about deal structure, in all aspects of the prospecting and listing process
  • Ability to establish priorities and support the "Mentor/Coach" and objectives for the local office

Timeline of the AB Program (timeline is based on the individual and MD decision):

1st Year:

  • The AB will assist the office's lead underwriter by learning company templates, interpreting owner financial statements, performing rent and sales surveys, and developing pricing skills, including how property attributes affect values, while also contributing to proposals and Offering Memoranda and interfacing with peers at client firms and prospective investors on deals the team is marketing.
  • Database management, updating the office's database with recent sales, ownership, and contact information.ย  Develop a knowledge base of local market conditions, ownership, and sales inventory.
  • Prospect calling to prospective purchasers, leading to calling owners to prospect for listings, initially with the direction and coaching from their MD or Senior Broker (mentor/coach).

ย 2nd year: ย The AB will follow the same program as outlined in 1st year, expanding their market reach, and improving their market knowledge and skills, with daily activities closely monitored by the Managing Director or other senior broker (mentor/coach).

What We're Looking For:

  • Investment Sales experience preferred.
  • Relationship building and sales skills are essential, with demonstrated results given significant consideration.
  • Negotiation and influencing skills and the ability to resolve issues that may arise in a deal are needed.
  • Knowledge of commercial real estate underwriting techniques, understanding of the financial characteristics of retail property types, and ability to understand and advise clients in complex decision-making processes.
  • 4-year college degree, preferred degrees will include finance, marketing, real estate, business promotion, and general business, but any degree program will be considered.
  • Ability to work independently and stay motivated
  • Strong work ethic and willingness to work extended hours when necessary
  • Ability to handle multiple projects and assignments; able to prioritize and meet deadlines
  • Effective verbal and written communication skills
  • Strong problem-solving and solution-finding skills to reflect level of responsibilities
  • Ability to maintain sensitive and confidential information

*The candidate must hold a current valid real estate license in the state where they will work prior to starting the program or be willing to obtain one within the first 120 days of beginning AB the program.

Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!

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