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Client Advisory Services Jobs (NOW HIRING)

Jordan Park Group

Associate, Client Advisory

New York, NY · On-site

$125K - $150K/yr

Associate, Client Advisory New York, New York Your Role The Client Advisory Team is looking for an ... Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g ...

Jordan Park Group

Associate, Client Advisory

New York, NY · On-site

$125K - $150K/yr

Associate, Client Advisory New York, New York Your Role The Client Advisory Team is looking for an ... Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g ...

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Client Advisory Services information

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How much do client advisory services jobs pay per hour?

As of Jun 9, 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.

Is client advisor an entry-level job?

A client advisor role is not necessarily entry-level; it often requires relevant experience, strong communication skills, and sometimes industry-specific certifications. Entry-level positions may exist, but many client advisor roles are suited for candidates with some prior experience in customer service, sales, or financial advising.
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 May 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 69% In-person, 8% Hybrid, and 23% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.
Associate, Client Advisory

Associate, Client Advisory

Jordan Park Group

San Francisco, CA

$125K - $150K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

Job description

Associate, Client Advisory
San Francisco, California

Your Role

The Client Advisory Team is looking for an Associate to work directly with the senior members of the Team across all areas of the client engagement. The ideal candidate would have an interest and aptitude in the topics noted above and be able to balance their technical knowledge with strong written and oral communication skills. Responsibilities include but are not limited to:

  • Working closely with a subset of the firm's Client Advisors and clients to support the advisory process
  • Building client relationships by interacting directly with clients in an advisory capacity, with Senior Advisor oversight
  • Providing strategic financial and investment advice across a client's entire balance sheet, including opportunities sourced through the clients' network
  • Working with Advisors and engaging with families early on during the prospecting phase to understand and articulate how Jordan Park would add value 
  • Serving as a project manager, coordinating across internal Jordan Park subject matter experts as well as external advisors (e.g., tax, legal, real estate, lending, etc) to problem solve and drive successful outcomes for clients
  • Coordinating with the Investment and Analyst Teams to deliver portfolio reporting and ad hoc analysis based on Client Advisor and/or client requests
  • Financial planning and forward modeling of client balance sheets
  • Strategizing the best portfolio implementation given a client's fact pattern and working closely with the investment team to oversee the execution and ongoing maintenance
  • Having strategic conversations around client engagement with Client Advisors - not just delivering on a request
  • Owning a project from start to finish and coordinating with multiple parties (internal + external) to drive a successful outcome
  • Tackling requests that may be outside of the job description and serving as an advisor on behalf of a family on matters that may go beyond the balance sheet

About You

  • Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g., investment banking, private wealth management, etc.)
  • Have experience serving and working with clients
  • Genuinely like helping people
  • Pay attention to the details and produce accurate work product
  • Are hungry to learn; Love taking on challenges and finding creative solutions
  • Are resilient and don't get flustered easily
  • Can communicate effectively with a broad range of stakeholders
  • Are discreet in handling sensitive and confidential information
  • Work well as part of a team
  • Are skilled with Microsoft Office
  • Travel as necessary (estimated 20-30%) when safe to do so
  • Strongly preferred:
  • Business, economics, or finance major
  • CFA, MBA, and/or other graduate degree or certification
  • Aptitude for learning new technologies

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.  We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in San Francisco, California will range from $125,000-$150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes: 

  • Medical, dental & vision insurance - 100% of premium covered for employees
  • 401k participation with employer contribution
  • Generous paid time off 
  • Commuter benefits program (pre-paid tax dollars towards your commute)
  • Fitness Reimbursement
  • Annual Professional Development and Mindfulness Stipend

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