Client Advisor Jobs
Client Advisor jobs are open across wealth management, retail banking, luxury retail, and insurance, at every level from entry-level associate to senior advisor, with specializations in portfolio guidance, high-net-worth client relations, and product-based sales consulting. Find a role that fits below and apply directly.
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Client Solutions Advisor
$124,000+ On-Target Earnings | In-Person | High-Tech | Sales-Driven | Fun-Paced
This is a sales-driven, relationship-focused, technically oriented role for someone who wants to own customer relationships, develop business, solve problems, learn complex products, and be rewarded for performance.
Our CSAs are part salesperson, part account manager, part technical advisor, and part problem solver.
With on-target earnings of $124,000+, this role is built for someone who wants their performance to matter.
What You’ll Do
- Build and grow long-term customer relationships
- Spend significant time on the phone with customers, prospects, vendors, and partners
- Identify sales opportunities and develop existing accounts
- Ask consultative questions to uncover the customer's broader needs
- Recommend products and solutions
- Prepare and follow up on quotes
- Ask for the business and close sales
- Learn technical products, manufacturers, and solutions
- Manage multiple customer opportunities and projects simultaneously
- Coordinate with internal teams and vendors to keep projects moving
- Maintain accurate CRM records and consistent follow-up
- Solve customer problems and take ownership through resolution
- Deliver BROGAV’s signature “Easy Button” customer experience
What Success Looks Like
Successful Client Solutions Advisors:
- Build strong customer relationships
- Grow existing accounts
- Follow up without being reminded
- Learn technical information quickly
- Communicate confidently by phone
- Identify and develop sales opportunities
- Ask for and close business
- Stay organized while managing multiple priorities
- Take ownership when problems arise
- Work effectively with teammates, vendors, and customers
- Consistently achieve sales and performance expectations
Who We’re Looking For
We are interested in candidates with successful experience in areas such as:
- Consultative sales
- Inside sales
- Account management
- Business development
- Technical sales
- Technology
- Distribution
- Industrial or electrical products
- Data centers
- Complex B2B environments
Direct data-center experience is valuable, but it is not required.
We are also interested in strong performers from other industries who demonstrate the ability to learn quickly, develop relationships, create opportunities, and take ownership.
You May Be a Great Fit If You:
- Naturally build relationships
- Enjoy spending significant time talking with customers
- Have strong commercial instincts
- Are comfortable asking for the sale
- Enjoy learning technical products
- Are highly organized
- Follow through consistently
- Handle changing priorities well
- Take personal responsibility for outcomes
- Enjoy measurable goals
- Want your performance to influence your earnings
- Prefer working collaboratively with a team in person
- Thrive in a high-energy environment
Our Environment
There is a lot happening at BROGAV.
Customer calls, quotes, product questions, vendor conversations, rush projects, and new opportunities can all happen during the same day.
We call it fun-paced.
The right person finds that energizing.
This is also an in-person, team-oriented environment. Our CSAs work closely with sales leadership, support teams, vendors, and one another throughout the day. We believe that collaboration and communication are an important part of delivering the BROGAV experience.
Compensation
On-Target Earnings: $124,000+
This is a performance-oriented role where customer development, account growth, and sales results directly impact earning potential.
Why BROGAV?
BROGAV Solutions operates in the rapidly growing data-center and technology marketplace.
You’ll have the opportunity to build technical expertise, develop meaningful customer relationships, solve complex problems, and directly contribute to the growth of the business.
High-tech. High-energy. Sales-focused. Relationship-driven. In-person. Fun-paced.
If you want to own relationships, grow accounts, learn technical products, solve problems, close business, and be rewarded for your performance, we’d like to meet you.
BROGAV Solutions is an Equal Opportunity Employer. Applicants must be authorized to work in the United States on a full-time basis. BROGAV Solutions does not currently provide visa sponsorship.
Pay: Up to $124,000.00 per year
Application Question(s):
- Describe a time you had to manage multiple customer requests, quotes, or projects at the same time. How did you stay organized and prioritize competing demands?
- This role requires proactive follow-up with customers, vendors, and internal teams. Tell us about a situation where poor communication could have caused a problem and what you did to prevent it.
- What CRM systems, quoting platforms, project coordination tools, or operational software have you used regularly? Please describe your level of proficiency.
- Give an example of a time you identified a mistake, operational risk, or customer issue before it became a larger problem. What action did you take?
- BROGAV operates in a fast-moving environment with shifting priorities and limited hand-holding. Describe the type of work environment where you perform best and how you handle ambiguity or incomplete direction.
Experience:
- Inside sales: 3 years (Required)
- Account management: 3 years (Required)
- B2B customer support : 2 years (Required)
- Vendor management: 1 year (Preferred)
- Data centers, telecom, technology, or manufacturing. : 1 year (Preferred)
Work Location: In person
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Find Client Advisor JobsClient Advisor Job Market
Who's Hiring
- JPMorganChase488

- Giorgio Armani63

- KeyBank40

- Tiffany &35

- Louis Vuitton33

Top Industries Hiring
- Banking & Financial Services68
- Fintech56
- Investment & Asset Management56
- Consulting & Professional Services11
- Staffing & Recruiting5
What Employers Look For
The qualifications that appear most often in client advisor jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Two or more years of experience in a client-facing financial or sales advisory role
- Series 7 and Series 66 licenses or willingness to obtain them within a defined period
- Demonstrated ability to manage and grow a personal book of business
- Proficiency with CRM platforms and portfolio management or POS software
- Strong communication and relationship-building skills with a consultative sales approach
Tips for Your Client Advisor Job Search
Quantify your client retention and revenue
Client advisor resumes that stand out show measurable outcomes: retention rates, portfolio growth, or revenue generated per book of business. Pull those numbers from your past performance reviews and put them in your bullet points, not buried in a summary.
Tailor your resume to the sector
A client advisor resume for a private bank reads differently than one for a luxury brand or insurance firm. Swap in the industry's language, whether that's AUM and compliance for finance or clienteling and conversion for retail, before you apply to each opening.
Apply early to roles that fit
Migrate Mate lists client advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by their client segment
Look up whether the firm serves mass-market, mass-affluent, or ultra-high-net-worth clients before applying. Your cover letter should reflect that segment explicitly, because hiring managers screen heavily for candidates who understand their specific client profile.
Prepare a book-of-business story for interviews
Most client advisor interviews include a scenario question about how you would build or grow a client relationship from scratch. Prepare a specific two to three minute story from a past role that shows your prospecting approach, needs-discovery technique, and how the relationship developed.
Negotiate your compensation structure, not just base pay
Client advisor offers often include a draw, commission tier, or trail-fee component that matters more long-term than base salary. Before accepting, ask the recruiter to walk through the full comp model so you understand the ramp period and how commissions are calculated.
Client Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most client advisors?
The most active employers for client advisors right now are JPMorganChase, Giorgio Armani, and KeyBank, and the most openings are in California, Florida, and New York, based on current listings on Migrate Mate as of November 2026. Demand tends to stay strong across wealth management, retail banking, and luxury retail year-round.
How many client advisor jobs are remote?
About 31% of client advisor openings are fully remote or hybrid as of November 2026, though the share varies widely by sector. Financial planning and insurance roles are most likely to offer remote or hybrid arrangements, while luxury retail and branch-based banking positions almost always require in-person work.
How do you become a client advisor?
Start by earning a bachelor's degree in finance, business, or a related field, then build client-facing experience in a sales, banking, or service role. Obtain relevant licenses such as Series 7 or Series 66 if you are moving into financial services. From there, target entry-level advisor or associate roles, build a track of client outcomes, and work toward senior or specialized positions.
Can I get a client advisor job with little or no experience?
Yes, many firms hire for entry-level client advisor or associate advisor roles specifically designed for candidates without a full book of business. Retail banking, insurance, and luxury retail offer the most accessible entry points. Highlighting strong communication skills, any customer service background, and genuine interest in the firm's client segment will carry your application further than credentials alone.
What does the client advisor interview process look like?
Most client advisor interviews run two to four rounds. The first is typically a recruiter phone screen focused on your background and motivation. A hiring manager interview follows, often including a role-play scenario where you walk through a client discovery conversation. Final rounds may involve a panel, a written case, or a meeting with a branch or regional leader who assesses cultural and client-segment fit.
Where can I find and apply to client advisor jobs?
You can find and apply to client advisor jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience level, sector, and location, then apply directly to each listing.
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