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Become A Client Advisor

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Working As A Client Advisor

  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Interacting With Computers
  • Making Decisions and Solving Problems
  • Establishing and Maintaining Interpersonal Relationships
  • Mostly Sitting

  • $90,000

    Average Salary

What Does A Client Advisor Do

Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances.  

Duties

Personal financial advisors typically do the following:

  • Meet with clients in person to discuss their financial goals
  • Explain the types of financial services they provide to potential clients
  • Educate clients and answer questions about investment options and potential risks
  • Recommend investments to clients or select investments on their behalf
  • Help clients plan for specific circumstances, such as education expenses or retirement
  • Monitor clients’ accounts and determine if changes are needed to improve the performance or to accommodate life changes, such as getting married or having children
  • Research investment opportunities

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as meeting education expenses and saving for retirement through investments. They invest clients’ money based on the clients’ decisions. Many advisors also provide tax advice or sell insurance.

Although most planners offer advice on a wide range of topics, some specialize in areas such as retirement or risk management (evaluating how willing the investor is to take chances and adjusting investments accordingly).

Many personal financial advisors spend a lot of time marketing their services, and they meet potential clients by giving seminars or through business and social networking. Networking is the process of meeting and exchanging information with people, or groups of people, who have similar interests.

After financial advisors have invested funds for a client, they and the client receive regular investment reports. Advisors monitor the client’s investments and usually meet with each client at least once a year to update the client on potential investments and to adjust the financial plan based on the client’s circumstances or because investment options may have changed.

Many personal financial advisors are licensed to directly buy and sell financial products, such as stocks, bonds, annuities, and insurance. Depending on the agreement they have with their clients, personal financial advisors may have the client’s permission to make decisions about buying and selling stocks and bonds.

Private bankers or wealth managers are personal financial advisors who work for people who have a lot of money to invest. These clients are similar to institutional investors (commonly, companies or organizations), and they approach investing differently than the general public does. Private bankers manage a collection of investments, called a portfolio, for these clients by using the resources of the bank, including teams of financial analysts, accountants, and other professionals.

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How To Become A Client Advisor

Personal financial advisors typically need a bachelor’s degree. A master’s degree and certification can improve one’s chances for advancement in the occupation.

Education

Personal financial advisors typically need a bachelor’s degree. Although employers usually do not require personal financial advisors to have completed a specific course of study, a degree in finance, economics, accounting, business, mathematics, or law is good preparation for this occupation. Courses in investments, taxes, estate planning, and risk management are also helpful. Programs in financial planning are becoming more available in colleges and universities.

Training

Once they are hired, personal financial advisors often enter an on-the-job training period. During this time, new advisors work under the supervision of senior advisors and learn how to perform their duties, including building a client network and developing investment portfolios. This training usually lasts for more than a year.

Licenses, Certifications, and Registrations

Personal financial advisors who directly buy or sell stocks, bonds, or insurance policies, or who provide specific investment advice, need a combination of licenses that varies with the products they sell. In addition to being required to have those licenses, advisors in smaller firms that manage clients’ investments must be registered with state regulators and those in larger firms must be registered with the Securities and Exchange Commission. Personal financial advisors who choose to sell insurance need licenses issued by state boards. Information on state licensing board requirements for registered investment advisors is available from the North American Securities Administrators Association.

Certifications can enhance a personal financial advisor’s reputation and can help bring in new clients. The Certified Financial Planner Board of Standards offers the Certified Financial Planner (CFP) certification. For this certification, advisors must have a bachelor’s degree, complete at least 3 years of relevant work experience, pass an exam, and agree to adhere to a code of ethics. The exam covers the financial planning process, insurance and risk management, employee benefits planning, taxes and retirement planning, investment and real estate planning, debt management, planning liability, emergency fund reserves, and statistical modeling.

Advancement

A master’s degree in an area such as finance or business administration can improve a personal financial advisor’s chances of moving into a management position and attracting new clients.

Important Qualities

Analytical skills. In determining an investment portfolio for a client, personal financial advisors must be able to take into account a range of information, including economic trends, regulatory changes, and the client’s comfort with risky decisions.

Interpersonal skills. A major part of a personal financial advisor’s job is making clients feel comfortable. Advisors must establish trust with clients and respond well to their questions and concerns.

Math skills. Personal financial advisors should be good at mathematics because they constantly work with numbers. They determine the amount invested, how that amount has grown or decreased over time, and how a portfolio is distributed among different investments.

Sales skills. To expand their base of clients, personal financial advisors must be convincing and persistent in selling their services.

Speaking skills. Personal financial advisors interact with clients every day. They must explain complex financial concepts in understandable language.

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Client Advisor Jobs

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Client Advisor Career Paths

Client Advisor
Sales Manager Account Manager
Commercial Account Manager
8 Yearsyrs
Sales Manager Branch Manager Assistant Vice President
Commercial Lending Vice President
11 Yearsyrs
Sales Manager Director Of Sales
Regional Sales Vice President
11 Yearsyrs
Assistant Manager Account Manager Relationship Manager
Senior Relationship Manager
9 Yearsyrs
Assistant Manager Manager Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Assistant Manager Owner Vice President
Client Services Vice President
11 Yearsyrs
Manager Store Manager Branch Manager
Business Development Officer
7 Yearsyrs
Manager Account Manager Regional Sales Manager
Vice President & Sales Manager
9 Yearsyrs
Store Manager Branch Manager Relationship Manager
Business Relationship Manager
9 Yearsyrs
Store Manager Sales Account Manager
Business Development Account Manager
7 Yearsyrs
General Manager Property Manager Portfolio Manager
Investments Manager
6 Yearsyrs
General Manager Market Manager
Market Sales Manager
6 Yearsyrs
Supervisor Assistant Store Manager Assistant Branch Manager
Finance Center Manager
6 Yearsyrs
Supervisor Training Manager Call Center Manager
Inside Sales Manager
6 Yearsyrs
Supervisor Department Supervisor Assistant Branch Manager
Bank Manager
5 Yearsyrs
Team Leader Customer Service Manager Inside Sales Manager
Inside Sales Account Manager
6 Yearsyrs
Team Leader Operations Team Leader Sales Team Leader
Senior Sales Executive
8 Yearsyrs
Operations Manager Client Services Manager Client Relationship Manager
Client Relations Manager
6 Yearsyrs
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Do you work as a Client Advisor?

Average Yearly Salary
$90,000
View Detailed Salary Report
$47,000
Min 10%
$90,000
Median 50%
$90,000
Median 50%
$90,000
Median 50%
$90,000
Median 50%
$90,000
Median 50%
$90,000
Median 50%
$90,000
Median 50%
$171,000
Max 90%
Best Paying Company
Schomp Automotive Group
Highest Paying City
San Francisco, CA
Highest Paying State
Hawaii
Avg Experience Level
2.1 years
How much does a Client Advisor make at top companies?
The national average salary for a Client Advisor in the United States is $90,673 per year or $44 per hour. Those in the bottom 10 percent make under $47,000 a year, and the top 10 percent make over $171,000.

Real Client Advisor Salaries

Job Title Company Location Start Date Salary
Senior Client Advisor Citibank, N.A. New York, NY Aug 22, 2013 $250,000
Senior Client Advisor Citibank, N.A. New York, NY Apr 01, 2012 $200,000
Senior Client Advisor Citibank, N.A. New York, NY May 01, 2010 $200,000
Director, Senior Client Advisor UBS AG Miami, FL Aug 03, 2009 $180,000 -
$200,000
Senior Client Advisor UBS AG Miami, FL Oct 12, 2009 $160,000
Client Advisor Bridgewater Associates, LP Westport, CT May 01, 2010 $159,120 -
$225,000
Client Advisor Bridgewater Associates, LP Westport, CT Oct 01, 2010 $159,120 -
$800,000
Private Client Advisor Citibank, N.A. Miami, FL Oct 01, 2010 $150,000
Private Client Advisor Citibank, N.A. Miami, FL Feb 06, 2015 $137,000
Private Client Advisor Citibank, N.A. Miami, FL Aug 27, 2013 $137,000
Private Client Advisor Citibank, N.A. Miami, FL Nov 08, 2012 $137,000
Director, Client Advisor UBS AG New York, NY Oct 15, 2010 $136,989 -
$145,000
Senior Private Client Advisor East West Bank New York, NY Aug 10, 2015 $130,000
Private Client Advisor East West Bank New York, NY Sep 26, 2016 $130,000
Client Advisor Bluffview Wealth Management, LLC Dallas, TX Aug 01, 2009 $120,000
Client Advisor Bluffview Wealth Management LLC Dallas, TX Aug 25, 2009 $120,000
Client Advisor Neuberger Berman Group LLC New York, NY Nov 08, 2016 $120,000
Client Advisor Bluffview Wealth Management, LLC Dallas, TX Aug 06, 2009 $120,000
Director, Client Advisor UBS AG New York, NY Sep 15, 2010 $115,800 -
$125,000
Director, Client Advisor UBS AG New York, NY Sep 20, 2013 $92,500 -
$120,000
Client Advisor Sungard Kiodex Inc. New York, NY Nov 25, 2014 $91,645
Director, Client Advisor UBS AG Miami, FL Oct 01, 2014 $90,000 -
$250,000
Director, Client Advisor UBS AG Miami, FL Nov 27, 2010 $88,504 -
$135,000
Director, Client Advisor UBS AG New York, NY Oct 15, 2010 $86,965 -
$135,000
Client Advisor I Marsh USA, Inc. San Francisco, CA Aug 25, 2015 $86,000 -
$95,000
Director, Client Advisor UBS AG New York, NY Mar 01, 2011 $84,500 -
$125,000

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Top Skills for A Client Advisor

  1. Customer Service
  2. BMW
  3. Financial Advisor
You can check out examples of real life uses of top skills on resumes here:
  • Provide excellent customer service & experience through prompt communication and positive sales experiences.
  • Develop relationships with local corporations, small businesses to enhance B2B corporate fleet programs & BMW corporate business promotions.
  • Assisted Market Director with interviewing potential Financial Advisors for market.
  • Nurtured client relationships that translated into follow-on sales, referrals, and overall customer satisfaction.
  • Maintained accountability for establishing and achieving both personal and team-based sales goals.

Client Advisor Resume Examples And Tips

The average resume reviewer spends between 5 to 7 seconds looking at a single resume, which leaves the average job applier with roughly six seconds to make a killer first impression. Thanks to this, a single typo or error on your resume can disqualify you right out of the gate. At Zippia, we went through over 3,012 Client Advisor resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

Learn How To Create A Top Notch Client Advisor Resume

View Resume Examples

Client Advisor Demographics

Gender

Male

58.9%

Female

30.6%

Unknown

10.5%
Ethnicity

White

59.7%

Hispanic or Latino

16.8%

Black or African American

11.7%

Asian

7.6%

Unknown

4.2%
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Foreign Languages Spoken

Spanish

47.2%

French

9.0%

Mandarin

7.6%

Russian

4.2%

Cantonese

4.2%

Korean

3.5%

Chinese

3.5%

German

3.5%

Portuguese

2.8%

Arabic

2.8%

Italian

2.1%

Polish

2.1%

Khmer

1.4%

Vietnamese

1.4%

Japanese

1.4%

Turkish

0.7%

Cherokee

0.7%

Romanian

0.7%

Hindi

0.7%

Dutch

0.7%
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Client Advisor Education

Schools

University of Phoenix

12.1%

University of North Carolina at Greensboro

6.3%

University of California - Los Angeles

5.8%

Ashford University

5.4%

Ohio State University

5.4%

Pennsylvania State University

5.4%

Florida State University

5.4%

University of Central Florida

4.9%

Montana State University - Billings

4.9%

Strayer University

4.9%

Arizona State University

4.5%

Northeastern University

4.5%

Michigan State University

4.0%

Florida International University

4.0%

San Jose State University

4.0%

DePaul University

4.0%

William Paterson University of New Jersey

3.6%

University of Missouri - Columbia

3.6%

Southern New Hampshire University

3.6%

Youngstown State University

3.6%
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Majors

Business

38.0%

Finance

8.7%

Marketing

7.4%

Communication

4.9%

Psychology

4.9%

Management

4.1%

Accounting

3.9%

Criminal Justice

3.8%

Economics

3.3%

General Studies

2.6%

Political Science

2.4%

Liberal Arts

2.0%

Education

1.9%

Graphic Design

1.9%

Health Care Administration

1.9%

History

1.8%

General Sales

1.7%

Computer Science

1.6%

Specialized Sales And Merchandising

1.6%

Sociology

1.6%
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Degrees

Bachelors

46.2%

Other

23.6%

Masters

14.0%

Associate

9.4%

Certificate

3.9%

Diploma

1.3%

Doctorate

1.0%

License

0.5%
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