Remote Associate Client Advisor Jobs
Remote associate client advisor jobs are open across financial services, wealth management, insurance, and SaaS companies at remote-first firms and distributed teams that serve clients without a physical office requirement, from early-career positions to experienced roles managing book-of-business relationships. Employers hiring remotely right now include karat, eDist, and Pronix. Scan the live roles below and apply to whichever ones fit.
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Client Advisor
- Location: Remote, hybrid, or in-person in Anaheim, CA based on your preference
- Job type: Contract, mid-level
- Pay: minimum wage
- Hours: 5 hours per week, with additional hours available. You set your own schedule.
About Abrams and Associates:
Abrams and Associates is a debt resolution and accounts recovery services firm that offers financial settlement and collection solutions for consumers and businesses.
About the role:
As a Client Advisor, you’ll use empathy during conversations with individuals and families whose accounts are in collections to help them understand their debt resolution options. You'll explain service options clearly, conduct consultations, and close deals. This role does not give legal, tax, financial, or fiduciary advice.
You'll also build referral relationships and turn those referrals into clients. This role suits someone with professional experience who can handle sensitive conversations with care, and who wants to grow in the industry while mentoring less experienced colleagues.
This is an independent contractor role, so you’ll set your own schedule and goals.
What you'll do:
- Educate clients and referral partners on service pathways related to debt resolution, fiduciary support, and legal service coordination.
- Conduct consultations, manage a pipeline of referrals, and close deals.
- Build and maintain relationships with attorneys, fiduciaries, financial professionals, community partners, and other key stakeholders.
- Collaborate with Abrams and Associates leadership, legal partners, compliance contacts, and operations team so people receive accurate and appropriate information.
- Provide guidance to less experienced colleagues.
- Keep accurate records of consultations, notes, pipeline activity, referrals, and client status in our CRM on the same day.
- Establish and meet your own activity, conversion, and relationship-development goals.
- Follow regulatory guidelines and confidentiality requirements.
What you'll bring:
- Experience in sales, business development, client intake, financial services, legal services, debt resolution, fiduciary services, estate planning, tax resolution, or a related professional services environment.
- A desire to grow, lead in the industry, and provide mentorship.
- Clear, respectful, and ethical communication, including the ability to explain complex or sensitive topics.
- Comfort speaking with high-trust stakeholders, including attorneys, trustees, fiduciaries, business owners, and families navigating financial or legal concerns.
- High integrity, sound judgment, discretion, and respect for confidentiality.
- The ability to manage a pipeline, follow up consistently, and document your activity accurately.
- A self-directed work style, with the ability to establish and meet goals independently.
- The ability to work with compliance documents.
- Familiarity with CRM tools, Microsoft Office, Google Workspace, digital forms, and virtual meeting platforms.
- An entrepreneurial spirit.
- A high school diploma, GED, or commensurate sales experience.
We'll be especially excited if you also have:
- Two or more years of consultative sales, client relations, or professional services business development experience.
- Knowledge of debt settlement, debt negotiation, creditor communication, probate, estate administration, fiduciary responsibilities, legal intake, or compliance-sensitive services.
- Existing referral relationships with attorneys, financial professionals, nonprofit organizations, community partners, or business service providers.
- Bilingual communication skills.
How to apply:
Please include your resume and a brief note explaining why this role interests you.
Pay: $18.88 - $20.12 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Life insurance
- Opportunities for advancement
- Paid time off
- Paid training
- Professional development assistance
- Vision insurance
Application Question(s):
- Please include a brief note explaining why this position interests you.
Work Location: Remote
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Find JobsRemote Associate Client Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote associate client advisor jobs.
- Bachelor's degree in finance, business, or a related field
- Active Series 7 and Series 66 securities licenses or willingness to obtain
- One to three years of client-facing experience in financial services or banking
- Proficiency with CRM platforms and financial planning software
- Strong written and verbal communication skills for client correspondence
- Ability to support advisors with portfolio reviews, reporting, and client documentation
Tips for Your Remote Associate Client Advisor Job Search
Apply early to remote roles that fit
Migrate Mate lists remote associate client advisor openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated listings. Remote postings at established firms fill quickly, so applying within the first few days matters.
Show async client communication in your materials
Remote employers want proof you can manage client relationships without real-time back-and-forth. Highlight email cadences, CRM notes, or written client updates you owned independently. Naming the platforms you used, whether Salesforce, HubSpot, or a comparable tool, makes your experience concrete and credible.
Prepare for a skills-based remote interview
Expect remote hiring panels to test written communication directly, sometimes through a take-home scenario where you draft a client email or summarize a portfolio recommendation. Practice clear, concise written responses in advance, since remote teams weight this more heavily than in-office ones do.
Get licensed before you apply
Remote associate client advisor roles in financial services and insurance frequently require a Series 65, Series 7, or state insurance license as a baseline, not a nice-to-have. Holding the relevant license before you apply removes a common screening filter and signals you can contribute from day one.
Remote Associate Client Advisor Jobs: Frequently Asked Questions
How do I get a remote associate client advisor job?
Target remote-first financial services firms, insurance carriers, and SaaS companies with distributed client success teams, since those organizations are built to onboard and support advisors without in-person infrastructure. Remote employers screen heavily for written communication, proactive follow-through, and comfort managing client relationships asynchronously. A clean record of CRM usage, documented client outcomes, and a home-office setup you can demo on video gives you a real edge.
Which companies hire remote associate client advisors?
Companies hiring remote associate client advisors right now include karat, eDist, and Pronix, based on current remote listings on Migrate Mate as of November 2026. These tend to be remote-first financial services firms, insurance carriers, and distributed SaaS or fintech companies whose client relationships are managed entirely through digital channels.
Can you get a remote associate client advisor job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to handle client questions independently from day one without in-office support. Your best path is through remote-first companies that have structured onboarding, where you can show strong written communication, a client-service mindset, and any customer-facing or financial services coursework. Certifications like a Series 7 or relevant insurance license open doors even without direct advising experience.
Do you need a degree for remote associate client advisor jobs?
Not always. Many remote employers care more about demonstrated client-service skills, relevant licenses or certifications, and a history of managing client relationships than a specific diploma. That said, a degree in finance, business, or economics does help at firms with structured analyst programs. What consistently matters remotely is your ability to communicate clearly in writing and manage work without daily supervision.
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