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Csa Financial Advisors Jobs (NOW HIRING)

Savant Insights

Financial Advisors

Rockford, IL · On-site

$150K - $175K/yr

... CSA) • Associate Advisor support • In-house tax, estate, planning, and investment specialists ... financial planning acumen and client leadership skills • CFP ® certification preferred (or ...

NEW CENTURY INVESTOR SERV

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Client Service Coordinator

Hamilton Township, NJ · On-site

$45K - $60K/yr

Client Service Coordinator Client Service Associate (CSA) Financial Advisor Office / Wealth Management Practice Position Title Client Service Associate (CSA) Position Summary The Client Service ...

NEW CENTURY INVESTOR SERV

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Client Service Coordinator

Hamilton Township, NJ · On-site

$45K - $60K/yr

Client Service Coordinator Client Service Associate (CSA) Financial Advisor Office / Wealth Management Practice Position Title Client Service Associate (CSA) Position Summary The Client Service ...

Boutique Recruiting

Financial Advisor

Orlando, FL · On-site

A growing Orlando-based financial advisory firm is hiring a Financial Advisor to step into a pure ... Dedicated planning team, CSA support, and service advisors as your book grows * Clear path to lead ...

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Csa Financial Advisors information

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How much do csa financial advisors jobs pay per year?

As of Jul 27, 2026, the average yearly pay for csa financial advisors in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

Is a CSA job stressful?

A Customer Service Associate (CSA) financial advisor role can be stressful due to client interactions, meeting sales targets, and managing financial products. The job often requires strong communication skills, problem-solving, and the ability to handle high-pressure situations, especially during busy periods or market fluctuations.

What does a typical workday look like for a CSA Financial Advisor?

A typical day for a CSA Financial Advisor involves meeting with clients to discuss their financial goals, reviewing and updating financial plans, and researching investment opportunities. You'll spend time preparing reports, responding to client inquiries, and collaborating with team members such as analysts, relationship managers, and other advisors to develop comprehensive strategies. The role frequently combines client-facing activities with analysis and administrative duties, offering a dynamic mix throughout the week. Advisors often participate in ongoing training and networking events to stay current with industry trends and maintain certifications.

What is a CSA in financial advising?

A CSA in financial advising typically refers to a Client Service Associate, a role responsible for supporting financial advisors by managing client communications, preparing documents, and assisting with account maintenance. CSAs often need strong organizational skills and may hold certifications like the Series 7 or Series 63, depending on their responsibilities. The role usually involves working in a financial services environment and may require compliance with industry regulations.

What are the key skills and qualifications needed to thrive in the Csa Financial Advisors position, and why are they important?

To thrive as a CSA Financial Advisor, you need a solid understanding of financial products, investment strategies, and regulatory requirements, typically supported by a bachelor’s degree in finance or a related field and relevant certifications such as Series 7 or 66. Proficiency with financial planning software, CRM systems, and portfolio management tools is commonly required. Strong interpersonal skills, active listening, and the ability to build client trust set top performers apart. These abilities are crucial for providing personalized financial advice and maintaining long-term client relationships.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or specialized expertise. Achieving this level of income typically requires years of experience, strong sales skills, and often working in affluent markets or with high-value assets.

Is $200,000 enough to work with a financial advisor?

For a financial advisor, having $200,000 in assets or investments can be sufficient to receive personalized financial planning and investment management services, depending on the advisor's fee structure. Many advisors require a minimum investment or asset level, which can range from $50,000 to $250,000 or more, but some offer services for lower amounts or charge hourly fees. It's important to consider the advisor's fee structure, services offered, and your financial goals when determining if this amount is adequate for your needs.

What is a CSA Financial Advisors job?

A CSA (Client Service Associate) Financial Advisors job involves supporting financial advisors by managing client relationships, handling administrative tasks, and assisting with financial planning. They help with account management, documentation, and customer inquiries to ensure a smooth client experience. Additionally, they may coordinate meetings, process transactions, and maintain compliance with financial regulations. This role requires strong organizational skills, attention to detail, and financial knowledge.

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What cities are hiring for Csa Financial Advisors jobs? Cities with the most Csa Financial Advisors job openings:
What are the most commonly searched types of Csa Financial Advisors jobs? The most popular types of Csa Financial Advisors jobs are:
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Csa Financial Advisors jobs near you
Infographic showing various Csa Financial Advisors job openings in the United States as of July 2026, with employment types broken down into 89% Full Time, 7% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 5% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Client Service Associate

Kestra Financial Independent Advisor

Robbinsville, NJ • On-site

$14 - $19.50/hr

Full-time

Retirement, PTO

Posted 9 days ago

Job description

Client Service Associate (CSA)

Financial Advisor Office / Wealth Management Practice

Position Title

Client Service Associate (CSA)

Position Summary

The Client Service Associate is responsible for delivering exceptional client support and administrative services within a financial advisory practice. This role serves as a key liaison between clients, financial advisors, custodians, and internal operations teams. The CSA helps ensure a seamless client experience by managing account administration, client communications, scheduling, and operational processes while maintaining compliance with industry regulations and firm policies.

Key Responsibilities

Client Relationship Management

  • Serve as the primary point of contact for client service requests and inquiries.
  • Build and maintain strong relationships with clients through professional and timely communication.
  • Assist clients with account maintenance, paperwork, and general service needs.
  • Coordinate client meetings and prepare meeting materials.

Account Administration

  • Process new account openings, transfers, rollovers, and account updates.
  • Prepare and track client paperwork to ensure accurate and timely completion.
  • Monitor account documentation and maintain organized client records.
  • Assist with beneficiary changes, address updates, distributions, and other account servicing requests.

Operations & Compliance

  • Ensure all client transactions and documentation comply with regulatory and firm requirements.
  • Maintain accurate records in CRM and portfolio management systems.
  • Assist with compliance reviews, audits, and supervisory requests.
  • Follow procedures for handling confidential client information.

Advisor Support

  • Support financial advisors with meeting preparation and follow-up activities.
  • Generate reports, client summaries, and presentation materials.
  • Assist with marketing events, workshops, and client appreciation activities.
  • Help manage workflow priorities and operational deadlines.

Client Communication

  • Respond promptly to client emails and phone calls.
  • Coordinate with custodians, insurance companies, and other financial institutions regarding client requests.
  • Provide status updates on pending transactions and service requests.

Qualifications

Required

  • Associate's or Bachelor's degree preferred in Business, Finance, Accounting, or related field.
  • 2+ years of client service, banking, financial services, or administrative experience.
  • Strong verbal and written communication skills.
  • Excellent organizational and multitasking abilities.
  • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).

Preferred

  • Experience in wealth management, financial planning, banking, or brokerage services.
  • Knowledge of financial products, retirement accounts, and investment accounts.
  • Experience with CRM systems such as Redtail, Salesforce, Wealthbox, or similar platforms.

Key Competencies

  • Client-focused service mentality
  • Attention to detail and accuracy
  • Professionalism and confidentiality
  • Strong problem-solving skills
  • Ability to work independently and as part of a team
  • Time management and organization
  • Adaptability in a fast-paced environment

Compensation & Benefits

  • Competitive salary
  • Bonus/incentive opportunities
  • Retirement plan participation
  • Paid time off and holidays
  • Professional development and licensing support