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Client Advisor Jobs (NOW HIRING)

Bessemer Trust Company

Client Advisor

San Francisco, CA · On-site

$135K - $185K/yr

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for ...

Kith

Client Advisor

West Hollywood, CA · On-site

$20.50 - $21/hr

The Kith Client Advisor is a very important piece of the client's in-store experience as well as the overall operations of the store. Through best-in-class service, the Client Advisor ensures ...

Kith

Client Advisor

Chicago, IL · On-site

$18 - $20/hr

The Kith Client Advisor is a very important piece of the client's in-store experience as well as the overall operations of the store. Through best-in-class service, the Client Advisor ensures ...

Kith

Client Advisor

New York, NY · On-site

$17 - $18/hr

The Kith Client Advisor is a very important piece of the client's in-store experience as well as the overall operations of the store. Through best-in-class service, the Client Advisor ensures ...

Bessemer Trust

Client Advisor

San Francisco, CA · On-site

$135K - $185K/yr

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for ...

Bessemer Trust

Client Advisor

Greenwich, CT · On-site

$100K - $150K/yr

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for ...

KITH

Client Advisor

Malibu, CA · On-site

$18 - $20/hr

The Kith Client Advisor is a very important piece of the client's in-store experience as well as the overall operations of the store. Through best-in-class service, the Client Advisor ensures ...

Bessemer Trust Company

Client Advisor

Seattle, WA · On-site

$125K - $175K/yr

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for ...

Bessemer Trust

Client Advisor

Seattle, WA · On-site

$125K - $175K/yr

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for ...

Bessemer Trust

Client Advisor

Manhattan, NY · On-site

$100K - $150K/yr

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for ...

Bessemer Trust Inc.

Client Advisor

San Francisco, CA

$135K - $185K/yr

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for ...

Bessemer Trust Company

Client Advisor

Greenwich, CT · On-site

$100K - $150K/yr

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for ...

Kith

Client Advisor

Chicago, IL

$18 - $20/hr

The Kith Client Advisor is a very important piece of the client's in-store experience as well as the overall operations of the store. Through best-in-class service, the Client Advisor ensures ...

Kith

Client Advisor

New York, NY · On-site

$17 - $18/hr

The Kith Client Advisor is a very important piece of the client's in-store experience as well as the overall operations of the store. Through best-in-class service, the Client Advisor ensures ...

Kith

Client Advisor

New York, NY

$17 - $18/hr

The Kith Client Advisor is a very important piece of the client's in-store experience as well as the overall operations of the store. Through best-in-class service, the Client Advisor ensures ...

Arrowhead BMW

Client Advisor

Glendale, AZ · On-site

Client Advisor If you want a fast paced, motivating environment, build you career at Arrowhead BMW. We are looking for an out going people person just like you to join our growing team. This is a six ...

Bessemer Trust Inc.

Client Advisor

Greenwich, CT

$100K - $150K/yr

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for ...

Bessemer Trust Inc.

Client Advisor

Manhattan, NY

$100K - $150K/yr

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for ...

Bessemer Trust Company

Client Advisor

Manhattan, NY · On-site

$100K - $150K/yr

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for ...

RoofingSource

Client Advisor

Niles, IL

$50K - $100K/yr

Description The Client Advisor will manage client accounts and portfolios, coordinating with client or designated facility point of contact to schedule service or projects, advising clients on ...

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Client Advisor information

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$14

$31

$89

How much do client advisor jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for client advisor in the United States is $31.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $33.89 per hour, depending on experience, location, and employer.

What job makes $10,000 a month without a degree?

A Client Advisor can earn $10,000 or more per month through commissions, bonuses, and high-value client sales, especially in industries like luxury retail, finance, or real estate. Success in this role depends on strong communication skills, industry knowledge, and building a client base, often without requiring a formal degree.

What is a Client Advisor?

A Client Advisor is a professional who works closely with clients to understand their needs and provide tailored advice, products, or services. Typically found in industries like finance, retail, and luxury goods, Client Advisors act as the main point of contact between the company and its clients. Their responsibilities often include building strong relationships, offering personalized recommendations, and ensuring customer satisfaction. They may also handle account management, sales, and after-sales support to maximize client loyalty and business growth.

What are the key skills and qualifications needed to thrive as a Client Advisor, and why are they important?

To thrive as a Client Advisor, you need strong interpersonal skills, sales acumen, and a background in customer service or related fields, often supported by a relevant degree or experience. Familiarity with CRM software, point-of-sale systems, and sometimes luxury retail management certifications is typically required. Exceptional communication, active listening, and problem-solving abilities help build trust and deliver personalized service. These skills are essential for fostering lasting client relationships, driving sales, and ensuring customer satisfaction in a competitive environment.

How does a Client Advisor typically collaborate with other departments to ensure excellent client service?

Client Advisors often work closely with teams such as sales, product specialists, and customer service to provide comprehensive support to clients. They act as a bridge between the client and the company, ensuring that client needs and feedback are communicated effectively to relevant departments. Regular collaboration may involve joint meetings, shared project management tools, and coordinated follow-ups to resolve issues or customize solutions. This teamwork helps maintain a high level of client satisfaction and fosters a positive, service-oriented company culture.

What is the salary of a client advisor?

The salary of a client advisor varies depending on the industry, location, experience, and employer, but typically ranges from $40,000 to $70,000 annually. Many client advisors also earn commissions or bonuses based on sales performance and client satisfaction. Entry-level positions may start lower, while experienced advisors with specialized skills can earn higher compensation.

What is the role of a client advisor?

A client advisor is responsible for building and maintaining relationships with clients, understanding their needs, and providing tailored solutions or product recommendations. They often work in financial, retail, or service industries and utilize communication and sales skills to enhance customer satisfaction and achieve business goals.

What jobs make $1,000,000 a year?

In the context of a Client Advisor, earning $1,000,000 annually is uncommon and typically requires high-level roles in finance, investment banking, or private equity, often involving significant commissions, bonuses, or ownership stakes. Such compensation levels are usually associated with senior executives or entrepreneurs rather than standard client advisory positions. Achieving this income generally involves extensive experience, a strong network, and specialized skills in high-value industries.

What is the difference between Client Advisor vs Financial Consultant?

AspectClient AdvisorFinancial Consultant
Required CredentialsCertifications like CFP, Series 7, Series 63CFP, CFA, Series 7, Series 63
Work EnvironmentFinancial institutions, banks, wealth management firmsIndependent or firm-based, consulting firms, banks
Employer & Industry UsageUsed in banking and wealth management sectorsCommon in financial planning and investment advisory
Search & Comparison IntentClients seeking personalized financial adviceIndividuals or businesses seeking investment strategies

While both roles involve financial advice, Client Advisors typically work within banks or wealth management firms focusing on client relationships, whereas Financial Consultants often provide broader investment and financial planning services, sometimes independently. The choice depends on your specific financial needs and career interests.

More about Client Advisor jobs
What cities are hiring for Client Advisor jobs? Cities with the most 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 Client Advisor jobs? The top employers for Client Advisor jobs are:
What states have the most Client Advisor jobs? States with the most job openings for Client Advisor jobs include:
What job categories do people searching Client Advisor jobs look for? The top searched job categories for Client Advisor jobs are:
What are popular job titles related to Client Advisor jobs? For Client Advisor jobs, the most frequently searched job titles are:
Client Advisor jobs near you
Infographic showing various Client Advisor job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 45% Full Time, 32% Part Time, 2% Temporary, and 20% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $64,972 per year, or $31.2 per hour.
Client Advisor

Client Advisor

Bessemer Trust Company

San Francisco, CA • On-site

$135K - $185K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.
The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory.
Responsibilities:
Client Service
  • Communicate with clients and their advisors regularly. Provide timely and thorough response.
  • Attend client meetings, document issues discussed and coordinate follow up.
  • Oversee preparation of client meeting materials. Create custom reports proactively and as requested.
  • Document client information and communications in Salesforce.

Account Administration
  • Oversee account opening and closing procedures and review related documents.
  • Oversee account transactions and reporting.
  • Review and be comfortable with client wills, trusts and governing documents and their application to client account administration. Establish necessary automated reminders and follow through.
  • Coordinate with Bessemer fiduciary counsel as needed to ensure administration is in accordance with governing documents.
  • Prepare Annual Relationship Reviews and assure that all accounts comply with all regulatory requirements.

Investment Management
  • Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment performance, and overseeing investment transition.
  • Monitor daily internal reports and work with account team to resolve any issues, such as overdrafts.
  • Coordinate client requests for funds including regular disbursements.
  • Prepare asset allocation simulation modeling.

Trust Administration
  • Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.
  • Make required distributions from trusts and foundations.
  • Coordinate annual unitrust payments and private foundation grant payments with tax department.
  • Process gifts to charity and family. Prepare and send Crummey letters as appropriate.
  • Coordinate with tax department (or clients outside tax preparers) on reporting gifts to, and use of GST exemption on gift tax returns for, irrevocable trusts.
  • Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums.
  • Other duties and responsibilities as assigned.

Qualifications:
  • Bachelor's degree in a relevant field and ideally 10 or more years of related business experience. Masters preferred.
  • Excellent writing and presentation skills.
  • Demonstrated leadership and teamwork qualities.
  • Ability to organize, complete multiple tasks within deadlines and complete accuracy.
  • Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent. CTFA, CFP or CFA is a plus.
  • Ideally, proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

The base salary range for this position is $135,000 - $185,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit's incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
About Bessemer Trust:
  • Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management - disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
  • Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
  • Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:
  • For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  • Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  • To watch a video about Bessemer Trust's history, click here.
  • To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:
  • We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
  • Competitive base salary plus discretionary annual bonus for select positions
  • A 401(k) plan with a generous annual profit-sharing contribution
  • Personalized development and career opportunities, including tuition reimbursement support
  • Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  • Employee assistance (EAP) and wellness programs
  • Hybrid work environment: 60% in office, 40% remote for most positions
  • Paid time off and paid parental leave
  • Employer-paid life insurance and short- and long-term disability coverage
  • Legal services and financial wellness plans at no cost to employees

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.

Apply