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Client Success Advisor Jobs in Virginia (NOW HIRING)

Bank of America

Private Client Advisor II

Mclean, VA · On-site

... shared success. This includes attracting and developing exceptional talent, recognizing and ... with client needs * Advocates for clients and prospects as their trusted advisor, providing ...

Oryx Software Inc

Customer Success Manager

Mclean, VA · On-site

$65K - $75K/yr

Responsibilities: * Client Relationship Management: Build and maintain strong, lasting ... trusted advisor. * Onboarding & Training: Facilitate seamless onboarding experiences for new ...

Northwestern Mutual

Financial Advisor

Reston, VA · On-site

$61K - $250K/yr

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

Northwestern Mutual

Financial Advisor

Reston, VA · 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 ...

Northwestern Mutual

Financial Advisor

Richmond, VA · On-site

$61K - $250K/yr

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

Northwestern Mutual

Financial Advisor

Reston, VA · On-site

$61K - $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 Virginia

Client Success Advisor information

See Virginia salary details

$20.8K

$50.9K

$85.3K

How much do client success advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client success advisor in Virginia is $50,869.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $58,000.00 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 Virginia?

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

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

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

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

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

Client Success Advisor jobs near you
Infographic showing various Client Success Advisor job openings in Virginia as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $50,869 per year, or $24.5 per hour.

J.P. Morgan Wealth Management - Private Client Advisor - Richmond, VA

JPMorgan Chase & Co.

Richmond, VA • On-site

$90 - $130/hr

Other

Posted 21 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 174 rated banks

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor's degree preferred
Investment and insurance products are:
  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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