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Digital Client Advisor Jobs (NOW HIRING)

Bank of America

Private Client Advisor II

Boston, MA · On-site

Private Client Advisor II Boston, Massachusetts To proceed with your application, you must be at ... Encourages use and adoption of digital capabilities to enhance the client and client team ...

Rebag

Client Advisor - Sawgrass

Sunrise, FL · On-site

Client Advisor - Sawgrass Sunrise, FL Rebag, the ultimate destination for buying and selling the ... This digital sales and operational focussed role involves efficiently advising, educating, styling ...

First Bank

Client Advisor I

Mount Vernon, IN · On-site

$19.95/hr

... Client Advisor I. The Retail Banker helps the bank to fulfill its vision by by maximizing the ... Champions all digital adoption initiatives (ITMs, mobile, online banking, Teams video calls)

First Bank

Client Advisor I

Mount Vernon, IN · On-site

... Client Advisor I. The Retail Banker helps the bank to fulfill its vision by by maximizing the ... Champions all digital adoption initiatives (ITMs, mobile, online banking, Teams video calls)

Rebag

Client Advisor - Sawgrass

Sunrise, FL

Client Advisor - Sawgrass Sunrise, FL Rebag, the ultimate destination for buying and selling the ... This digital sales and operational focussed role involves efficiently advising, educating, styling ...

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Digital Client Advisor information

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How much do digital client advisor jobs pay per hour?

As of Jun 5, 2026, the average hourly pay for digital client advisor in the United States is $26.39, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $21.88 per hour, depending on experience, location, and employer.

What is the difference between Digital Client Advisor vs Financial Advisor?

AspectDigital Client AdvisorFinancial Advisor
CredentialsTypically requires certifications like CFP or Series 7Requires CFP, Series 7, or similar licenses
Work EnvironmentOnline platforms, remote or hybrid settingsIn-person meetings, office or client locations
Employer & IndustryBanking, investment firms, fintech companiesWealth management firms, banks, independent practices
Search & ComparisonOften compared for client interaction methods and digital toolsCompared for personalized financial planning and advice

The Digital Client Advisor and Financial Advisor roles share many credentials and industry settings, but differ mainly in their work environment and client interaction methods. Digital Client Advisors focus on online engagement and remote services, while Financial Advisors often meet clients face-to-face for personalized planning.

More about Digital Client Advisor jobs
What job categories do people searching Digital Client Advisor jobs look for? The top searched job categories for Digital Client Advisor jobs are:
Infographic showing various Digital Client Advisor job openings in the United States as of May 2026, with employment types broken down into 74% Full Time, 24% Part Time, and 2% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $54,896 per year, or $26.4 per hour.

Client Services Associate / Office Manager - JPStudinger Wealth Advisors

Kestra Financial Independent Advisor

Bloomfield, MI • On-site

$50K/yr

Full-time

Medical, Retirement

Posted 8 days ago

Job description

Client Services Associate / Office Manager - JPStudinger Wealth Advisors
Compensation: $50,000+ (commensurate with experience)
Employment Type: In PersonFull-Time
Experience Level: Open to candidates at all experience levels
About the Role
Our wealth management firm is seeking a motivated and detail-oriented Client Services Associate / Office Manager to join our team. This dual-role position is the backbone of our daily operations, serving as the first point of contact for our valued clients while ensuring the office runs smoothly and efficiently behind the scenes.
The ideal candidate is a proactive problem-solver who enjoys building meaningful relationships with clients, providing thoughtful personalized service, and has a talent for creating organized systems that help a team perform at its best.
Key Responsibilities
Client Service
• Serve as the first point of contact for clients by phone, email, and in-person, providing warm, professional, and responsive service
• Schedule client meetings, manage advisor calendars, and coordinate follow-up communications
• Prepare, complete, and process client paperwork accurately, including account applications, transfer forms, and service requests
• Assist with new account openings and ensure all documentation is complete and accurate
• Build and maintain strong client relationships through consistent, attentive follow-up
Office Management & Operations
• Organize, maintain, and update digital client files
• Evaluate existing processes and develop new systems to streamline workflows and improve efficiency
• Manage office inventory
• Serve as the primary liaison with vendors, service providers, and building management
• Utilize AI to streamline business processes
Requirements
What We're Looking For
• Strong interpersonal and communication skills - comfortable interacting with clients by phone and in person
• Highly organized with excellent attention to detail
• A proactive, self-directed mindset - someone who spots inefficiencies and takes initiative to improve them
• Discretion and professionalism when handling confidential client information
• A positive, team-oriented attitude and a genuine interest in supporting clients and colleagues
• No prior financial services experience or licensing required - we're happy to train the right candidate
Benefits
What We Offer
• Competitive compensation based on experience
• A collaborative, close-knit team environment where your contributions are seen and valued
• Opportunities for growth, learning, and professional development within the financial services industry
• The chance to play a central, meaningful role in the success of our firm and the experience we deliver to our clients
• Health Insurance and 401k

Apply