ZipRecruiter

Log In

1

Associate Client Advisor Jobs (NOW HIRING)

Acrisure

Associate Client Advisor

Walnut Creek, CA

$63K - $85K/yr

Associate Client Advisor Department: Growth Location: West Division About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions ...

Acrisure

Associate Client Advisor

San Jose, CA · On-site

$63K - $85K/yr

Associate Client Advisor Department: Growth Location: West Division About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions ...

Brown Advisory

Associate Client Advisor

Washington, DC · On-site

The Associate Client Advisor (ACA) - Business Development supports and coordinates business development efforts in the Washington, DC office. This role helps ensure opportunities, events, meetings ...

Acrisure

Associate Client Advisor

Stevens Point, WI

We're seeking a high-performing Associate Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data ...

Acrisure

Associate Client Advisor

West Palm Beach, FL · On-site

We're seeking a high-performing Associate Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data ...

Arvest Bank

Associate Client Advisor

Fort Smith, AR · On-site

Job Summary The Associate Client Advisor learns the financial services business, develops sales skills, and is provided with a learning environment to study and pass all required licensing exams.

Bessemer Trust Inc.

Senior Client Advisor

Miami, FL

Delegate routine requests such as fund transfers, purchases and sales, research and documentation. * Assist in the recruiting, hiring and training of Client Advisors and Associate Client Advisors.

Bessemer Trust Company

Senior Client Advisor

Miami, FL · On-site

Delegate routine requests such as fund transfers, purchases and sales, research and documentation. * Assist in the recruiting, hiring and training of Client Advisors and Associate Client Advisors.

next page

Showing results 1-20

All JobsAssociate Client Advisor Jobs

Associate Client Advisor information

See salary details

$12

$25

$45

How much do associate client advisor jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for associate client advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 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.

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 are hiring for Associate Client Advisor jobs? Cities with the most Associate Client Advisor job openings:
What are the most commonly searched types of Client Advisor jobs? The most popular types of Client Advisor jobs are:
Who are the top companies hiring for Associate Client Advisor jobs? The top employers for Associate Client Advisor jobs are:
What states have the most Associate Client Advisor jobs? States with the most job openings for Associate Client Advisor jobs include:
Associate Client Advisor jobs near you
Associate Client Advisor

Associate Client Advisor

Acrisure

Walnut Creek, CA

$63K - $85K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Job Description

Job Title: Associate Client Advisor
Department: Growth
Location: West Division
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Your Next Chapter:


Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we're redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.
We're seeking a high-performing Associate Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven consultants - blending human connections with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you'll join that evolution.
What You'll Do:

Revenue Growth & Business Development

  • Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
  • Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
  • Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.


Client Acquisition & Relationship Management

  • Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
  • Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
  • Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.


Sales Process & Cadence Discipline

  • Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create-convert-close-retain cycle.
  • Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.


Market Research & Competitive Analysis

  • Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
  • Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.


What You'll Bring:

  • 1+ years' experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
  • Property and Casualty or Life & Health license preferred, or ability to obtain license upon hire.


Our ideal candidate will bring:

  • Experience with market expansion, leveraging technology to enter new markets, or enhance sales efforts in existing markets.
  • Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
  • Demonstrated technology skills, including experience using CRM and AI applications.


If you're ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to apply today and take the next step in your sales career. Welcome, your new opportunity awaits you.

Pay Details:

The base compensation range for this position is $63,495 - $85,905. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

  • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

  • ... and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.

Apply