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Entry Level Csa Financial Advisors Jobs (NOW HIRING)

Kestra Financial

Client Service Associate

Trenton, NJ · On-site

$14.50 - $20/hr

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 ...

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 ...

New York Life

Entry Level Financial Advisor

Raleigh, NC · On-site

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

New York Life

Entry Level Financial Advisor

Raleigh, NC · On-site

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

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Entry Level Csa Financial Advisors information

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$36K

$102.1K

$144K

How much do entry level csa financial advisors jobs pay per year?

As of Aug 18, 2026, the average yearly pay for entry level 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.

What is the difference between Entry Level Csa Financial Advisors vs Entry Level Financial Analysts?

AspectEntry Level Csa Financial AdvisorsEntry Level Financial Analysts
Required CredentialsHigh school diploma or equivalent; FINRA Series 7 and 66 (often required)Bachelor's degree in finance, economics, or related field; certifications like CFA are common but not always required
Work EnvironmentClient-facing, retail banking or financial planning firmsOffice setting, investment firms, or corporate finance departments
Employer & Industry UsageFinancial advisory firms, banks, credit unionsInvestment banks, asset management firms, corporate finance departments

Entry Level Csa Financial Advisors primarily focus on client interactions and financial planning, often requiring sales skills and certifications like Series 7. In contrast, Entry Level Financial Analysts analyze data and market trends, typically needing a finance degree. Both roles serve the financial industry but differ in daily tasks and skill sets.

What cities are hiring for Entry Level Csa Financial Advisors jobs?

Cities with the most Entry Level 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:

What states have the most Entry Level Csa Financial Advisors jobs?

States with the most job openings for Entry Level Csa Financial Advisors jobs include:

Entry Level Csa Financial Advisors jobs near you

Client Service Associate

Kestra Financial Independent Advisor

Hamilton, NJ

$14.50 - $19.75/hr

Full-time

Retirement, PTO

Re-posted 2 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

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