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Client Advisory Services Jobs (NOW HIRING)

Pivotal

Client Advisory Manager

Auburn, AL

Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...

Forrest Johnson

Client Advisory Manager

Auburn, AL

Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...

Pathstone

Manager, Client Advisory

Boulder, CO

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Pathstone

Manager, Client Advisory

Boulder, CO · On-site

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Forrest Johnson

Client Advisory Manager

Auburn, AL · On-site

Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...

Pathstone

Manager, Client Advisory

Austin, TX

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Pathstone

Associate, Client Advisory

Bellevue, WA · Hybrid

$65K - $81K/yr

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Pathstone

Associate, Client Advisory

Providence, RI · On-site

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Pathstone

Manager, Client Advisory

Austin, TX · On-site

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · On-site

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · Hybrid

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

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Client Advisory Services information

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How much do client advisory services jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for client advisory services in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

What is the difference between Client Advisory Services vs Financial Advisor?

AspectClient Advisory ServicesFinancial Advisor
CredentialsCertifications like CFP, CFA, or CPA often preferredCFP, CFA, or similar certifications common
Work EnvironmentConsulting firms, financial institutions, or independentBanking, advisory firms, or independent practice
Employer & IndustryFinancial services, consulting, or wealth managementFinancial planning, investment management, wealth advisory
Search & Comparison IntentUnderstanding advisory roles, client consultingPersonal financial planning, investment advice

Client Advisory Services and Financial Advisors both work within the financial industry, often holding similar certifications and working in related environments. However, Client Advisory Services typically focus on providing strategic consulting to clients on a broad range of financial matters, while Financial Advisors primarily offer personalized investment and financial planning advice. The roles overlap but differ in scope and client engagement approach.

What are the key skills and qualifications needed to thrive in Client Advisory Services, and why are they important?

To excel in Client Advisory Services, professionals need strong analytical skills, financial acumen, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software, CRM systems, and certifications like CFP or CPA is often required. Exceptional communication, relationship-building, and problem-solving abilities help advisors earn client trust and deliver tailored solutions. These skills are critical for providing high-quality advice, maintaining client satisfaction, and driving business growth.

What are some typical challenges faced by professionals in Client Advisory Services, and how can they be managed?

Professionals in Client Advisory Services often encounter challenges such as balancing multiple client relationships, adapting to diverse client needs, and staying current with industry regulations. Effective time management and strong communication skills are essential to address these challenges. Additionally, leveraging collaborative tools and working closely with team members from other departments can help provide holistic solutions to clients. Continuous professional development and regular training also ensure advisors remain knowledgeable and adaptable in a dynamic environment.

What are Client Advisory Services?

Client Advisory Services refer to a range of professional services offered to clients, often by accounting, consulting, or financial firms, that go beyond traditional compliance work. These services include strategic business advice, financial planning, process improvement, technology integration, and business analytics. The goal is to help clients make informed decisions, solve complex problems, and achieve their business objectives through expert guidance. Client Advisory Services are typically tailored to each client's unique needs, making them highly valuable for business growth and efficiency.
More about Client Advisory Services jobs
What states have the most Client Advisory Services jobs? States with the most job openings for Client Advisory Services jobs include:
What job categories do people searching Client Advisory Services jobs look for? The top searched job categories for Client Advisory Services jobs are:
Infographic showing various Client Advisory Services job openings in the United States as of July 2026, with employment types broken down into 3% Locum Tenens, 87% Full Time, 5% Part Time, and 5% Contract. Highlights an 82% Physical, 6% Hybrid, and 12% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.
Senior, Client Advisory Services

Senior, Client Advisory Services

Condley and Company

Abilene, TX • On-site

Full-time

Re-posted 8 days ago

Job description

Salary:

Summary of Job Duties

Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department.


CAS staff with Condley and Company receive hands-on training, work closely with other members of the CAS team, and gain experience with diverse projects and clientele from week one. As you engage with clients' accounting situations, you will have the opportunity to provide peace of mind to our clients and value to their businesses.

CAS staff:

  • Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and other related accounting services tasks
  • Organize work papers, maintain an open items list, and conduct a self-review of their work before submission to the reviewer
  • Analyze and interpret detailed information and research according to client circumstances


Minimum Entry Requirements

  • Bachelor's degree with appropriate accounting hours
  • Knowledge of payroll preparation and payroll tax reporting
  • Knowledge of general ledger review and financial statement preparation
  • General understanding of accounting procedures
  • Experience with QuickBooks, Pak Energy, or Sage Intacct is a plus
  • Authorized to work in the United States permanently without the requirement of sponsorship
  • CPA candidate preferred

Role Success Factors

As a Senior, you will work with a team on complex issues and help find solutions that meet client needs. Factors that will help you succeed in this role include:

  • Display problem-solving skills and effective, insightful, and timely communication skills
  • Maintain a high level of organization
  • Take the initiative to be a team player, maintain a positive attitude, and develop trust with the team
  • Ask open-ended questions and seek continuous feedback; hold self accountable for service quality, thoroughness, and accuracy
  • Meet charge hour and realization expectations for each job, consistently producing a high-quality work product
  • Maintain a working knowledge of Microsoft Office suite products and other firm software
  • Work autonomously under the pressure of tight deadlines and multiple priorities
  • Retain learning/knowledge from one client to the next; continuously apply and build on prior learning

Key Development Opportunities

  • Interact and collaborate with Managers and Partners
  • Learn more about the various service lines - what we offer as a firm
  • Attend CAS department meetings and training
  • Seek to understand the comprehensive accounting process
  • Take initiative, seeking exposure to more complex clients and projects
  • Seek exposure to multiple teams/people/work styles from which to learn
  • Read journals/publications and internal professional publications
  • Networking:community and professional organizations, alumni programs, etc.