Client Advisor Jobs

Brighton Jones is hiring a Client Service Associate to deliver discreet, high-quality client support and operational execution for Family Office clients in their Seattle office.

Experienced sales professional needed to generate new business, support client relationships, and assist a Financial Advisor at an independent Palo Alto firm.

Support a high-touch advisory team by handling client inquiries, account administration, and CRM-driven recordkeeping to ensure an excellent client experience.

Covenant Capital at Raymond James is hiring a Client Associate in Frederick, MD to manage client inquiries, support advisors with account operations, and maintain exceptional client relationships.

A structured trainee role at Raymond James' AMP to develop into a licensed Financial Advisor through coursework, mentorship, prospecting and achieving production targets.

Brighton Jones seeks an experienced Lead Advisor in Boston to act as clients' Personal CFO, lead local advisory teams, and deliver comprehensive wealth management across investments, tax, estate, and planning services.

Provide high-touch client service and operational support to Financial Advisor teams at Morgan Stanley, handling account maintenance, transactions, digital enrollment, and administrative coordination.

Destination Knot is hiring a remote Travel Support Specialist to handle client communications, update itineraries, and resolve travel issues with prompt, white-glove service.

Northwest is seeking an experienced Financial Advisor to develop and manage client relationships, advise on investments, and meet production targets while maintaining regulatory compliance.

Support Financial Advisors and serve clients at a Raymond James branch by managing client transactions, account openings, CRM records, and day-to-day administrative tasks with accuracy and professionalism.

RBC Wealth Management is hiring a Client Associate in Houston to support advisors by managing client accounts, processing transactions, ensuring compliance, and delivering high-quality client service.

D.A. Davidson seeks motivated early-career candidates for a paid three-year Apprentice Financial Advisor Program that provides licensing, mentorship, and rotational branch experience to launch a career in wealth management.

Equus is hiring a Talent Development Specialist to provide case management, career advising, and job readiness services to help participants achieve employment and self-sufficiency.

Equus Workforce Solutions is hiring an Omaha-based Case Manager to deliver individualized case management, run job-preparation workshops, and support participant placement and program operations at the career center.

Experienced client-service professional sought to manage and enhance relationships with high-net-worth families, family offices, and complex fiduciary accounts at Brown Advisory's Washington, D.C. office.

Morgan Stanley is hiring a bilingual Registered Client Service Associate in New York to deliver elevated client care, support Financial Advisors, and manage account servicing and transactions.

Support Financial Advisors by onboarding referred clients, implementing diversified FSR solutions, and providing ongoing one-to-many client service within D.A. Davidson's Wealth Management practice.

Bank of America is hiring a Financial Solutions Advisor II in the Columbia metro to deliver tailored investment and banking solutions, build financial plans, and support clients through relationship-driven advisory services.

Bank of America is hiring a Financial Solutions Advisor II in North Augusta to deliver tailored financial plans and brokerage recommendations while triaging client needs and coordinating referrals to specialist partners.

Become a Team Financial Advisor at Merrill to develop client relationships, build a pipeline through proactive prospecting, and grow into a full Financial Advisor with structured training and mentorship.

Senior, client-facing role advising C-level and executive leaders at large technology organizations to drive product, portfolio, and go-to-market strategy while managing retention and growth.

Merrill Wealth Management is hiring a Registered Wealth Management Client Associate to support Financial Advisors by delivering attentive client service, coordinating operational needs, and promoting integrated banking and investment solutions.

Accelerate your wealth-management career through a one-year Management Development Program at M&T Bank in New York City combining classroom instruction, on-the-job training, and team projects to prepare you for a Wealth Associate role.

Serve as a core member of an expanding Ameriprise franchise, assisting advisors with client financial planning, transactions, and practice growth.

A client-focused Registered Financial Advisor Assistant is needed to run reception and operations at a small wealth management firm, delivering five-star experiences and supporting advisors day-to-day.

M&T Bank's Wilmington Trust is hiring a Senior Wealth Advisor to lead relationship teams, grow high-net-worth client portfolios, and deliver integrated wealth management solutions.

Raymond James is hiring a Financial Planning Consultant in Memphis to create tailored financial plans, advise clients on investments, and build lasting client relationships while maintaining regulatory standards.

Lead a team of case managers and partner with employers to connect jobseekers to training and high-demand jobs while managing client intake, assessments, and performance outcomes for Equus Workforce Solutions in San Jose.

Paid summer internship in wealth management working with experienced Financial Advisors at D.A. Davidson, including an immersive week at the Seattle corporate office and optional SIE exam sponsorship.

Build and expand an Allstate-backed financial services practice in New York as a Personal Financial Representative, leveraging Allstate resources, leads, and training to grow your business.

Merrill Wealth Management is looking for a part-time Client Associate in Wellesley Hills to provide high-quality client service and administrative support to Financial Advisors.

Support Financial Advisors and deliver exceptional client service and operational excellence in Merrill's Little Rock wealth management office.

Lead the Frisco market’s wealth management service delivery and operations, coaching teams and partnering with advisors to deliver exceptional, compliant client service supported by Merrill and Bank of America capabilities.

Brighton Jones is hiring a CFP® Lead Advisor to build and lead its new San Diego market, delivering comprehensive wealth planning and client relationship leadership.

Santander seeks an experienced, licensed Financial Advisor in Holden to provide investment and insurance advice, drive sales results, and maintain strong regulatory compliance.

Serve as the founding advisor for Stash’s premium virtual financial guidance program, combining CFP expertise with AI-driven tools to deliver personalized 1:1 coaching to everyday investors.