10 of the Most Popular Types of Financial Client Services Associate Jobs in 2026

See what kind of roles similar to Financial Client Services Associate jobs are hiring now

Top Types Of Financial Client Services Associate Jobs

• Ria Financial Services

  Salary range: $80,000 - $111,000

  Ria Financial Services is a more unusual job search query but still may give you interesting job results. Most salaries for Ria Financial Services jobs pay between $80,000 (25th percentile) and $111,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Ria Financial Services job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Senior Client Associate

  Salary range: $44,500 - $95,000

  Senior Client Associate is a more unusual job search query but still may give you interesting job results. Most salaries for Senior Client Associate jobs pay between $44,500 (25th percentile) and $95,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Senior Client Associate job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Charles Schwab Broker

  Salary range: $48,000 - $75,000

  Charles Schwab Broker is a more unusual job search query but still may give you interesting job results. Most salaries for Charles Schwab Broker jobs pay between $48,000 (25th percentile) and $75,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Charles Schwab Broker job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Schwab Wealth Advisory

  Salary range: $83,500 - $123,500

  Schwab Wealth Advisory is a more unusual job search query but still may give you interesting job results. Most salaries for Schwab Wealth Advisory jobs pay between $83,500 (25th percentile) and $123,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Schwab Wealth Advisory job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Client Services Associate

  Salary range: $35,500 - $52,000

  A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

• Altruist

  Salary range: $31,500 - $64,000

  Altruist is a common job search query. Most salaries for Altruist jobs pay between $31,500 (25th percentile) and $64,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Altruist job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Fidelity Wealth Management

  Salary range: $74,500 - $95,000

  Fidelity Wealth Management is a typical job search query Most salaries for Fidelity Wealth Management jobs pay between $74,500 (25th percentile) and $95,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Fidelity Wealth Management job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Series Seven Sponsorship

  Salary range: $75,000 - $81,500

  Series Seven Sponsorship is a more unusual job search query but still may give you interesting job results. Most salaries for Series Seven Sponsorship jobs pay between $75,000 (25th percentile) and $81,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Series Seven Sponsorship job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Charles Schwab Financial Advisor

  Salary range: $75,000 - $131,000

  Charles Schwab Financial Advisor is a typical job search query Most salaries for Charles Schwab Financial Advisor jobs pay between $75,000 (25th percentile) and $131,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Charles Schwab Financial Advisor job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Wealth Strategy Associate

  Salary range: $71,000 - $125,000

  Wealth Strategy Associate is a more unusual job search query but still may give you interesting job results. Most salaries for Wealth Strategy Associate jobs pay between $71,000 (25th percentile) and $125,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Wealth Strategy Associate job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.