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Wealth Advisors Receptionist Jobs (NOW HIRING)

Mariner

Client Service Associate

Omaha, NE · On-site

$13.75 - $19.25/hr

... receptionist as needed * Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for ...

Mariner

Client Service Associate

Brentwood, MO · On-site

$13.50 - $18.75/hr

... receptionist as needed * Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for ...

Mariner

Client Service Associate

Omaha, NE · On-site

$58K - $67K/yr

... receptionist as needed * Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for ...

Mariner Holdings

$47K - $78K/yr

... receptionist as needed * Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for ...

Mariner Holdings

Client Service Associate

Houston, TX · On-site

$47K - $78K/yr

... receptionist as needed * Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for ...

Mariner Wealth Advisors

... receptionist as needed * Participates in client meetings and supports action items post meeting ... Wealth management experience preferred Skills and Knowledge * Demonstrates ability and success with ...

Mariner Holdings

Client Service Associate

Omaha, NE · On-site

$47K - $78K/yr

... receptionist as needed * Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for ...

Saranac Advisors, Inc

Be Seen First

Receptionist Administrative Assistant

Newburgh, NY · On-site

$18 - $22/hr

We are a growing Tax and Wealth Management firm seeking a professional, friendly, and highly ... Previous experience as an administrative assistant, receptionist, or in office support * Strong ...

Integrity Windows

Front Desk Receptionist

Scottsdale, AZ · On-site

$15.25 - $19.50/hr

... financial advisors by providing innovative solutions, strategic guidance, and a client-first ... Integrity is driven by a singular purpose: to help people protect their life, health and wealth so ...

Integritymarketing

Front Desk Receptionist

Scottsdale, AZ · On-site

$15 - $19.50/hr

At The Quantum Group we are redefining what it means to support financial advisors by providing ... Integrity is driven by a singular purpose: to help people protect their life, health and wealth so ...

Integrated Wealth Management Group

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Financial Advisor Assistant

Port Saint Lucie, FL · On-site

$37K - $60K/yr

Financial Services / Wealth Management Position Overview We are seeking a professional, organized ... This individual will play an important role in supporting our advisors and staff while helping ...

Integrated Wealth Management Group

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Financial Advisor Assistant

Port Saint Lucie, FL · On-site

$37K - $60K/yr

Financial Services / Wealth Management Position Overview We are seeking a professional, organized ... This individual will play an important role in supporting our advisors and staff while helping ...

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Wealth Advisors Receptionist information

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How much do wealth advisors receptionist jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for wealth advisors receptionist in the United States is $17.82, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $19.95 per hour, depending on experience, location, and employer.

What are popular job titles related to Wealth Advisors Receptionist jobs?

For Wealth Advisors Receptionist jobs, the most frequently searched job titles are:

Infographic showing various Wealth Advisors Receptionist job openings in the United States as of August 2026, with employment types broken down into 71% Full Time, 28% Part Time, and 1% Contract. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution, with an average salary of $37,057 per year, or $17.8 per hour.

Client Service Associate

Omaha, NE • On-site

Mariner
See more jobs at Marinerexternal

$13.75 - $19.25/hr

Other

Re-posted 12 days ago

Job description

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.
Responsibilities

  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
  • Perform other duties as assigned
Qualifications
  • High school diploma required; bachelor's degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus
Skills and Knowledge
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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