How To Become A Client Advisor: What It Is and Career Path

What is a client advisor and how to become one

Updated January 8, 2025

4 min read

Quoted expert

Kevin Alston MBA

A client advisor's role and duties vary from one organization to another. However, it mostly includes providing assistance and helpful information. You are responsible for coordinating and organizing clients to assess risk management requirements. By doing this, you are also expected to evaluate your client exposure, especially to analyze risks and ensure appropriate products and services to improve business. Your main role is to oversee all risk identification processes in conjunction with professionals.

Communication with your clients must be excellent, especially to evaluate all quotes and recommend appropriate insurance to the client. You are also expected to monitor all payments of clients and evaluate all invoices and policies. Plus, you must also ensure the administration of services for the product line and mitigate all risks. As a client advisor, you will be required to attend all renewal budget and strategy meetings and prepare renewal proposals for clients. Your responsibility includes coordinating with all client representatives and monitoring workload. Also, you must identify opportunities for revenue from clients and maintain knowledge of present marketing conditions.

Skills needed to be a Client Advisor include the ability to work with a team, the capacity to remain calm under pressure, open-mindedness, the ability to handle complaints, and excellent communication skills. A client-advisor earns an average of $63,537 annually. There are several educational requirements to become a client advisor. However, the minimum is to have a bachelor's degree in Finance, Marketing, Business, or other related fields.

What general advice would you give to a client advisor?

Kevin Alston MBA

Doctoral Candidate DBA, Southwestern College

Ensure that you are marketable and are considered a commodity. What that means is the firm that you are interested in joining should consider your skills and knowledge an invaluable commodity. One who stands head and shoulders above the competition.

ScoreClient AdvisorUS Average

Salary

5.6

Avg. Salary $71,135

Avg. Salary $59,228

Stability level

6.6

Growth rate 15%

Growth rate 0.3%

Diversity

5.1

Race

American Indian and Alaska Native 0.11%

Asian 7.51%

Black or African American 6.05%

Hispanic or Latino 9.99%

Unknown 4.40%

White 71.94%

Gender

female 33.23%

male 66.77%

Age - 44

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 44

Stress level

6.6

Stress level is high

7.1 - high

Complexity level

8.8

Complexity level is advanced

7 - challenging

Work life balance

5.6

Work life balance is fair

6.4 - fair

Key steps to become a client advisor

Explore client advisor education requirements

Most common client advisor degrees

Bachelor's

63.7 %

Associate

14.0 %

High School Diploma

8.8 %

Start to develop specific client advisor skills

Skills	Percentages
Customer Service	17.51%
Business Development	7.90%
CRM	7.79%
Wealth Management	7.36%
Client Service	5.96%

Complete relevant client advisor training and internships

Accountants spend an average of 1-2 years on post-employment, on-the-job training. New client advisors learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a client advisor based on U.S. Bureau of Labor Statistics data and data from real client advisor resumes.

Research client advisor duties and responsibilities

Manage financial portfolios, loan equities, lease maturities, and intake all lease returns.
Manage multiple complex healthcare treasury service implementations for clients and prospects.
Position require the ability to educate consumers on the BMW product line including its comparison to other high-line vehicles.
Maintain a high level of volume sales as well as CSI ranking.

Prepare your client advisor resume

When your background is strong enough, you can start writing your client advisor resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a client advisor resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable client advisor resume templates

Build a professional client advisor resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your client advisor resume.