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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Overview

Open roles1,012+
Top stateCalifornia
Top employerJPMorganChase
Top cityLos Angeles, CA
Work type80% On-site
Top industryBanking

Showing 4 of 1,012+ Client Advisor jobs

Burberry
Client Advisor
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Burberry
Added 1d ago
Client Advisor
Burberry
Orlando, Florida
IT Support
Project Management
Technical Program Management
10,000+

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MONCLER
Client Advisor - Miami Bal Harbour
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MONCLER
Added 1d ago
Client Advisor - Miami Bal Harbour
MONCLER
Miami, Florida
Data Analytics
Data Science

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C
Client Success Advisor
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C
Added 1d ago
Client Success Advisor
CREDIT CONNECTION
Frisco, Texas
Data Analytics
Data Science

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Louis Vuitton
Client Advisor, Part-Time - Fashion Valley
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Louis Vuitton
Added 2d ago
Client Advisor, Part-Time - Fashion Valley
Louis Vuitton
San Diego, California
Business Strategy
Marketing
Product Management
$24 - $28/hr
10,000+

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Top Cities Hiring Client Advisors

Explore client advisor openings in the cities hiring most right now.

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Client Advisor Job Market

Who's Hiring

  • JPMorganChase
    JPMorganChase645
  • KeyBank
    KeyBank39
  • Louis Vuitton
    Louis Vuitton22
  • Acrisure
    Acrisure18
  • Trucordia
    Trucordia16

Top Industries Hiring

  • Banking & Financial Services331
  • Investment & Asset Management288
  • Fintech287
  • Consulting & Professional Services11
  • Insurance8

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, KeyBank, and Louis Vuitton, and the most openings are in California, New York, and Illinois, based on current listings on Migrate Mate as of August 2026. Demand tends to stay strong across wealth management, retail banking, and luxury retail year-round.

How many client advisor jobs are remote?

About 20% of client advisor openings are fully remote or hybrid as of August 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.

See All 1,012+ Client Advisor Jobs

Find roles that match your experience and apply in just a few clicks.

Find Client Advisor Jobs