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Associate Client Advisor Jobs (NOW HIRING)

KeyBank

Associate Private Client Advisor

Yakima, WA · On-site

$80K/yr

Location: 102 E Yakima Avenue - Yakima, Washington 98901 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base ...

Keybank

Associate Private Client Advisor

Yakima, WA

$80K/yr

Location: 102 E Yakima Avenue - Yakima, Washington 98901 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base ...

Keybank

Associate Private Client Advisor

Olympia, WA

Location: 3611 Martin Way E - Olympia, Washington 98506-5099 Preview Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ...

KeyBank

Associate Private Client Advisor

Olympia, WA · On-site

Location: 3611 Martin Way E - Olympia, Washington 98506-5099 Preview Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ...

Keybank

Assoc. Private Client Advisor

Dresher, PA

$62K/yr

Location: 701 Twining Road - Dresher, Pennsylvania 19025 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base ...

Adecco

Specialty Services Client Advisor

Cincinnati, OH · Remote

$43.33/hr

Responsibilities for Specialty Services Client Advisor include but are not limited to ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

New

Freestone Capital Management

Client Advisor

Seattle, WA · On-site

$125K - $150K/yr

Mentor, coach and develop junior client associates and emerging advisors who support your clients. Qualifications & Skills * A Bachelor's Degree or higher. * CFP or industry designation strongly ...

Freestone Capital Management

Client Advisor

Seattle, WA

$125K - $150K/yr

Mentor, coach and develop junior client associates and emerging advisors who support your clients. Qualifications & Skills * A Bachelor's Degree or higher. * CFP or industry designation strongly ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

Associate, Client Service

Madison, WI

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

Takeform

Client Advisor

Medina, NY · Hybrid

$52K - $75K/yr

Description Takeform is looking for an energetic, customer-focused Client Advisor to serve as a ... Associate's or Bachelor's degree in Business or a related field preferred - or equivalent ...

London Jewelers

Be Seen First

Client Advisor

East Hampton, NY · On-site

$25 - $35/hr

Luxury Watch Client Advisor Overview: London Jewelers is a premier jewelry business, family owned ... We are opening a Luxury Watch Store in East Hampton and are seeking Sales Associates in our ...

Halbert Hargrove

Be Seen First

Associate Client Service Manager

Long Beach, CA · On-site

$60K/yr

The Associate Client Service Manager maintains open communication with clients and team members, assists clients in scheduling their regular appointments with advisors, follows through on all ...

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Associate Client Advisor information

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$12

$25

$45

How much do associate client advisor jobs pay per hour?

As of Jul 22, 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.

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 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
Infographic showing various Associate Client Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Associate Private Client Advisor

Associate Private Client Advisor

KeyBank

Yakima, WA • On-site

$80K/yr

Full-time

Posted 22 days ago

KeyBank rating

8.4

Company rating: 8.4 out of 10

Based on 97 frontline employees who took The Breakroom Quiz

35th of 150 rated banks

Job description

Location:
102 E Yakima Avenue - Yakima, Washington 98901
Job Summary
The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
Essential Functions
  • Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production.
  • Be an active member of the Branch team and participate in in-person Branch Huddles and Debriefs.
  • Work in a branch environment to provide in-person client services.
  • Assist Private Client Advisor in engaging licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
  • Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
  • Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
  • Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.
  • Partner with Private Client Advisor to grow year-over-year revenue.
  • Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • High School Diploma or equivalent experience (required)
  • Bachelor's Degree (preferred)

Work Experience
  • Experience in financial services or related field (preferred)

Licenses and Certifications
  • FINRA Security Industry Essentials (SIE) Upon Hire (required)
  • FINRA License S7 Upon Hire (required)
  • FINRA License S66 or S63 and S65 Upon Hire (required)
  • Certified Financial Planner (CFP) (preferred)
  • Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) Upon Hire (required)
  • In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses in a timely manner may result in termination of employment. Promotion to a Private Client Advisor role is not permitted until the full licensing requirements are met. ()

Skills
  • Conducts due diligence research for a variety of complex investment portfolio disciplines; builds investment cases to inform clients.
  • Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.
  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
  • Strong client centric focus.
  • Proven ability to work as a collaborative team member.
  • Ability to use standard office equipment, proprietary financial services systems.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Driving Requirements
  • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation.
This position is eligible to earn a base salary rate of $80,168.00 annually. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 08/29/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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