Client Advisor Jobs in Pennsylvania
Client Advisor jobs in Pennsylvania are consistently active, with demand concentrated in wealth management, retail banking, and insurance across Philadelphia, Pittsburgh, and Harrisburg. Large established employers such as Vanguard, PNC Financial Services, and Lincoln Financial Group maintain substantial client-facing teams throughout the state. The most in-demand specialties are investment advisory, commercial banking relationship management, and employee benefits consulting. Scan the live roles below and apply to whichever ones fit.
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Not a fit for everyone.
If you’re looking for average, stability without effort, or a guaranteed paycheck regardless of results—this is not the right opportunity.
If you are self-motivated, competitive, and driven to earn based on results, this is where you want to be.
What You’ll Do
- Meet with clients who have requested information (pre-qualified leads, no cold calling)
- Manage your schedule, appointments, and pipeline
- Follow a proven sales system with support and mentorship
Opportunity
- Uncapped, performance-based income
- Health & dental benefits
- Flexible schedule and independence based on performance goals
- Training, mentorship, and advancement opportunities
What It Takes to Succeed
- Strong work ethic and personal accountability
- Coachable, positive, results-driven, and mentally resilient
- Ability to work independently and stay disciplined
Who Thrives Here
- Individuals who want to be paid based on performance
- People who execute daily, not occasionally
Apply now — interviews are limited and moving quickly.
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
Work Location: On the road
See All 24 Client Advisor Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Client Advisor Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
- Insurance
What Pennsylvania Employers Look For
The qualifications that appear most often in client advisor jobs across Pennsylvania.
- Active FINRA Series 7 or Series 66 license recognized in Pennsylvania
- Bachelor's degree in finance, business, or a closely related field
- Two or more years of client-facing advisory or relationship management experience
- Demonstrated ability to manage a portfolio of individual or institutional accounts
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills tailored to client-facing environments
Client Advisor Jobs in Pennsylvania: Frequently Asked Questions
How do you become a client advisor in Pennsylvania?
Most client advisor roles in Pennsylvania require a bachelor's degree in finance, business administration, or economics, followed by obtaining relevant FINRA licenses such as the Series 7 and Series 66, which are administered through FINRA and recognized statewide. Candidates pursuing insurance-focused advisory roles must additionally hold a Pennsylvania Department of Insurance producer license. Employers typically sponsor newly hired advisors through a structured licensing period before independent client contact begins.
Which companies hire client advisors in Pennsylvania?
Companies currently hiring client advisors in Pennsylvania include JPMorganChase, KeyBank, and PNC Financial Services, per current listings on Migrate Mate as of August 2026. Pennsylvania's deep concentration of financial services headquarters, regional banks, and insurance carriers means hiring activity for this role remains broad across the state year-round.
Which Pennsylvania cities have the most client advisor jobs?
King of Prussia, Philadelphia, and Norristown account for the largest share of client advisor openings in Pennsylvania. Philadelphia drives volume through its dense concentration of asset managers, major banks, and insurance firms, Pittsburgh contributes through regional banking headquarters and wealth management offices, and Harrisburg generates steady demand from state-chartered financial institutions and government-adjacent benefit advisors serving public-sector clients.
Are there remote client advisor jobs in Pennsylvania?
Yes, but they are less common than in purely desk-based fields because client advisor roles often depend on in-person relationship building, particularly for high-net-worth or institutional accounts. About 38% of client advisor openings tied to Pennsylvania are remote or hybrid as of August 2026, skewing toward roles in employee benefits consulting and financial planning where video and phone client interaction is more accepted.
How can I get hired as a client advisor in Pennsylvania with little or no experience?
The most realistic entry path is applying for a junior associate or client service representative role at one of Pennsylvania's large retail banks or insurance carriers, which regularly run structured training programs for candidates without advisory experience. PNC Financial Services and Lincoln Financial Group both operate new-hire development tracks in Pennsylvania that pair unlicensed associates with senior advisors while sponsoring Series 7 or producer license study. Adjacent roles in banking operations, customer service, or financial analysis provide transferable client interaction experience that hiring managers recognize, and completing a FINRA exam before applying gives candidates a concrete edge.
Where can I find and apply to client advisor jobs in Pennsylvania?
You can find and apply to client advisor jobs in Pennsylvania on Migrate Mate, which lists current Pennsylvania openings updated regularly. Search the roles available, identify the ones that match your experience and preferred location within the state, and apply directly to each listing that fits.
See All 24 Client Advisor Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
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