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Client Success Advisor Jobs in Arizona (NOW HIRING)

Heffernan Financial

Financial Advisor

Flagstaff, AZ

$100K - $150K/yr

Proven success as a Financial Advisor, including maintaining and growing an existing book of ... Must have excellent listening skills, to thoroughly understand client needs. * Must be confident ...

Northwestern Mutual

Financial Advisor

Phoenix, AZ · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...

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All JobsClient Success Advisor JobsClient Success Advisor Jobs in Arizona

Client Success Advisor information

See Arizona salary details

$19.6K

$47.8K

$80.1K

How much do client success advisor jobs pay per year?

As of Aug 17, 2026, the average yearly pay for client success advisor in Arizona is $47,814.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $54,500.00 per year, depending on experience, location, and employer.

What is a client success advisor?

A Client Success Advisor is a professional who works with clients to ensure they have a positive experience with a company's products or services. Their main goal is to build strong relationships, address client needs, and help clients achieve their desired outcomes. They often provide onboarding support, ongoing education, and act as a liaison between the client and internal teams. By proactively addressing concerns and identifying opportunities for improvement, Client Success Advisors help increase client satisfaction and retention.

What skills and qualifications are needed to thrive as a client success advisor?

To thrive as a Client Success Advisor, you need strong interpersonal skills, a background in customer service or account management, and often a relevant bachelor's degree. Familiarity with CRM software like Salesforce, customer support platforms, and data analysis tools is typically required. Outstanding communication, problem-solving abilities, and empathy help build lasting client relationships and resolve issues proactively. These skills ensure clients receive value from services, driving satisfaction, retention, and business growth.

How does a client success advisor typically collaborate with other departments to enhance the client experience?

As a Client Success Advisor, collaboration with departments such as Sales, Product, and Support is essential to ensure that clients achieve their desired outcomes. You will often act as a bridge, communicating client feedback and needs to internal teams, helping to prioritize feature requests or address service issues. This role requires strong interpersonal skills and proactive communication to align resources and maintain a seamless client journey. Regular meetings and shared documentation are common practices to facilitate effective cross-functional collaboration.

What is the difference between Client Success Advisor vs Customer Support Specialist?

AspectClient Success AdvisorCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in client management or account managementHigh school diploma or equivalent; technical or product knowledge often preferred
Work EnvironmentProactively manages client accounts, builds relationships, and ensures satisfactionResponds to customer inquiries, troubleshooting, and resolving issues
Employer & Industry UsageUsed in SaaS, consulting, and service industries focusing on client retentionCommon across tech, retail, and service sectors for customer assistance

The main difference is that a Client Success Advisor focuses on proactive relationship management and ensuring long-term client success, while a Customer Support Specialist primarily handles reactive support and issue resolution. Both roles require strong communication skills, but the Advisor role emphasizes strategic engagement and account growth.

What are popular job titles related to Client Success Advisor jobs in Arizona?

For Client Success Advisor jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Client Success Advisor jobs in Arizona look for?

The top searched job categories for Client Success Advisor jobs in Arizona are:

What cities in Arizona are hiring for Client Success Advisor jobs?

Cities in Arizona with the most Client Success Advisor job openings:

Client Success Advisor jobs near you
Infographic showing various Client Success Advisor job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 2% Temporary, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $47,814 per year, or $23 per hour.

Financial Advisor Manager; Personal Advisor Services | High Net Worth Advice

Vanguard Group, Inc.

Scottsdale, AZ • On-site

Full-time

Posted 29 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

Job description

Lead Exceptional Advisors. Help Shape the Future of Advice.
At Vanguard, we're redefining what great wealth management looks like.
As a Financial Advisor Manager within our High Net Worth Advice business, you'll lead a team of CFP® professionals who serve successful individuals and families with approximately $500,000 to $5 million in investable assets. These clients depend on Vanguard for trusted guidance, sophisticated financial planning, and long-term wealth management strategies.
This role is ideal for a leader who is passionate about developing talent, creating a culture of coaching and accountability, and helping advisors deliver exceptional client outcomes at scale.
You'll have the opportunity to influence the growth and success of experienced advisors while helping thousands of clients achieve their most important financial goals through Vanguard's unique client-first approach.
What You'll Do
Develop and Inspire High-Performing Advisors
Lead a team of experienced financial advisors by providing coaching, mentoring, and performance leadership that elevates both the advisor and client experience.
  • Coach advisors to strengthen financial planning, relationship management, and client engagement skills.
  • Create an environment focused on accountability, collaboration, development, and continuous improvement.
  • Provide ongoing feedback that helps advisors maximize their impact and professional growth.
  • Foster a culture where advisors can thrive and do their best work.

Elevate Client Outcomes
Partner with advisors to deliver personalized wealth management solutions that help clients navigate complex financial decisions with confidence.
  • Support advisors in addressing sophisticated planning and investment needs.
  • Promote a consistent, high-quality client experience built on trust and fiduciary advice.
  • Help advisors deepen client relationships and uncover opportunities to serve clients more holistically.
  • Champion a client-first mindset in every interaction.

Drive Team and Business Performance
Leverage data, insights, and business judgment to improve advisor effectiveness and team results.
  • Monitor performance trends and identify opportunities to improve advisor and client outcomes.
  • Partner with leaders and business stakeholders to drive strategic initiatives.
  • Support organizational change while maintaining team engagement and effectiveness.
  • Balance growth, client experience, and risk management priorities.

Lead with Integrity and Sound Judgment
Model Vanguard's commitment to putting clients first.
  • Ensure adherence to regulatory requirements and firm policies.
  • Coach advisors on risk awareness, supervision, and professional standards.
  • Promote a culture of compliance, accountability, and ethical decision-making.
  • Serve as a role model for leadership, professionalism, and fiduciary excellence.

What Makes You Successful
You are an experienced leader who enjoys helping others perform at their best.
You excel at:
  • Developing and coaching financial professionals
  • Building engaged, high-performing teams
  • Influencing outcomes through collaboration and partnership
  • Leading through change and ambiguity
  • Creating accountability while maintaining an inclusive, supportive culture
  • Balancing business results, client experience, and risk management

Most importantly, you believe great leadership is measured by the success of the people you develop and the outcomes they create for clients.
Qualifications
  • Five years related work experience in financial services. Supervisory experience preferred.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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