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Director Client Advisor Jobs (NOW HIRING)

Kestra Holdings

Director, Client Service

Tempe, AZ · On-site

Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer ... The Director, Client Service leads the client-facing Service contact center. Client's are defined ...

Henley and Partners

Private Client Advisor

New York, NY · On-site

$90K - $100K/yr

... have a direct impact on our clients and the industry. * Work-Life Balance: We recognize the ... As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver ...

Henley and Partners

Private Client Advisor

Dallas, TX · On-site

... have a direct impact on our clients and the industry. * Work-Life Balance: We recognize the ... As a Private Client Advisor, you will be a brand ambassador for Henley & Partners and a key driver ...

Henley and Partners

Private Client Advisor

Boston, MA · On-site

$80K - $100K/yr

... have a direct impact on our clients and the industry. * Work-Life Balance: We recognize the ... As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver ...

KITH

Client Advisor

Manhattan, NY · On-site

$18 - $20/hr

Kith Client Advisor Location: Soho Kid's Status: Part Time Compensation: $18.00-$20.00/hr ... Led by Founder, CEO and Creative Director Ronnie Fieg, the brand is known globally for evoking ...

KITH

Client Advisor

Chicago, IL · On-site

$18 - $20/hr

Kith Client Advisor Location: Chicago store Status: Full Time or Part Time Compensation: $18.00-$20 ... Led by Founder, CEO and Creative Director Ronnie Fieg, the brand is known globally for evoking ...

Kith

Client Advisor

Chicago, IL · On-site

$18 - $20/hr

The Kith Client Advisor is a very important piece of the client's in-store experience as well as ... Led by Founder, CEO and Creative Director Ronnie Fieg, the brand is known globally for evoking ...

Kith

Client Advisor

Malibu, CA · On-site

$18 - $20/hr

The Kith Client Advisor is a very important piece of the client's in-store experience as well as ... Led by Founder, CEO and Creative Director Ronnie Fieg, the brand is known globally for evoking ...

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How much do director client advisor jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for director client advisor in the United States is $24.67, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $26.92 per hour, depending on experience, location, and employer.

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Client Advisor

Bellevue, WA • On-site

International Search Consultants
See more jobs at International Search Consultantsexternal

$88K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

Client Advisor

Seattle, WA


Our client is a growing wealth advisory firm looking to hire two key Advisory roles – both open due to new clients coming on board and growth within the firm.


The Client Advisor is an excellent opportunity for someone with 5+ years of Associate Advisory experience seeking a supportive culture that fosters mentorship and growth from within toward a key Advisory role. The Client Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting.


Responsibilities:

  • Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy.
  • Draft and deliver customized reports, planning materials, and meeting presentations for clients.
  • Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility.
  • Engage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies.
  • Contribute to multi-generational family discussions and planning sessions.

Requirements:

  • 5 years of direct client advisory experience in wealth management, financial planning, or a family office environment.
  • A working knowledge of estate structures, asset management approaches, and advanced planning techniques.
  • Active Series 65 (or equivalent) license; CFP® or progress toward certification strongly preferred.
  • Clear communicator with the ability to simplify complex ideas.
  • Organized, detail-oriented, and comfortable juggling multiple priorities.
  • A relationship-builder with high emotional intelligence and a proactive mindset.

Compensation & Benefits

  • Salary range: $88,000 – $150,000, plus discretionary bonus.
  • Full benefits package including health, dental, vision, disability, life insurance, and 401(k) with company match.
  • Paid time off starting at 15 days annually, plus holidays.
  • Support for licenses, certifications, and ongoing professional development.
  • Team culture that values collaboration, personal growth, and community involvement.