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

• 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.

• Schwab Private Client

  Salary range: $38,500 - $53,000

  Schwab Private Client is a more unusual job search query but still may give you interesting job results. Most salaries for Schwab Private Client jobs pay between $38,500 (25th percentile) and $53,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Schwab Private Client 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.

• 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.

• Csa Financial Advisors

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

  Csa Financial Advisors is a more unusual job search query but still may give you interesting job results. Most salaries for Csa Financial Advisors jobs pay between $75,000 (25th percentile) and $131,000 (75th percentile) annually. Take a look at the variety of open positions nationwide for Csa Financial Advisors job searches hiring now on ZipRecruiter.

• Remote Orion Advisor

  Salary range: $38,500 - $62,000

  Remote Orion Advisor is a more unusual job search query but still may give you interesting job results. Most salaries for Remote Orion Advisor jobs pay between $38,500 (25th percentile) and $62,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Remote Orion Advisor job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Series 66

  Salary range: $59,000 - $95,500

  Series 66 is a typical job search query Most salaries for Series 66 jobs pay between $59,000 (25th percentile) and $95,500 (75th percentile) annually. Take a look at the variety of open positions nationwide for Series 66 job searches hiring now on ZipRecruiter.

• 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 65

  Salary range: $59,000 - $95,500

  Series 65 is a common job search query. Most salaries for Series 65 jobs pay between $59,000 (25th percentile) and $95,500 (75th percentile) annually. There are lots of open positions nationwide for Series 65 job searches hiring now on ZipRecruiter.

• 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.