How to hire a client advisor

How to hire a client advisor, step by step

Here's a step-by-step client advisor hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a client advisor job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new client advisor
• Step 8: Go through the hiring process checklist

What does a client advisor do?

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1. Identify your hiring needs

   Before you post your client advisor job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a client advisor for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect client advisor also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   The following list breaks down different types of client advisors and their corresponding salaries.

   Type of Client Advisor	Description	Hourly rate
   Client Advisor	Personal financial advisors give financial advice to people. They help with investments, taxes, and insurance decisions.	$19-59
   Finance Professional	The primary job of finance professionals is to provide financial services using their knowledge of finance, tax laws, and accounting. These professionals typically help with corporate finance, personal finance, or both... Show more	$14-46
   Finance Planner	A financial planner is responsible for handling client accounts and providing financial advice to determine the best investment options according to the clients' interests and risk appetite. Financial planners record the clients' living expenses as a part of their portfolio, identifying their long-term goals and objectives, and giving tax advice... Show more	$20-57

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Business Development
   • CRM
   • Wealth Management
   • Client Service
   • BMW
   • Customer Satisfaction
   • Client Facing
   • Product Knowledge
   • Exceptional Client
   • Work Ethic
   • Client Satisfaction
   • Client Accounts
   • Excellent Interpersonal

   Check all skills

   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.
   • Maintain higher than dealer average CSI, parts, accessories and FANDI commissions.
   • Utilize cross-selling and up-selling of products and services to enhance the customer's experience.

   More client advisor duties

3. Make a budget

   Including a salary range in your client advisor job description is one of the best ways to attract top talent. A client advisor can vary based on:

   • Location. For example, client advisors' average salary in oklahoma is 62% less than in new york.
   • Seniority. Entry-level client advisors 67% less than senior-level client advisors.
   • Certifications. A client advisor with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a client advisor's salary.

   Average client advisor salary

   $71,135yearly

   $34.20 hourly rate

   ---

   Entry-level client advisor salary

   $40,000 yearly salary

   Updated December 18, 2025

   Average client advisor salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$113,640	$55
   2	California	$93,465	$45
   3	District of Columbia	$82,329	$40
   4	Washington	$80,258	$39
   5	Virginia	$79,246	$38
   6	Oregon	$77,434	$37
   7	Massachusetts	$76,949	$37
   8	North Carolina	$71,485	$34
   9	Illinois	$69,431	$33
   10	Michigan	$66,958	$32
   11	Minnesota	$66,020	$32
   12	Texas	$64,627	$31
   13	Arizona	$64,067	$31
   14	Ohio	$63,778	$31
   15	Florida	$62,694	$30
   16	Georgia	$61,214	$29
   17	Missouri	$61,037	$29
   18	Pennsylvania	$60,715	$29
   19	Colorado	$58,467	$28
   20	Kansas	$57,923	$28

   Average client advisor salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	BP America Inc	$149,288	$71.77
   2	Citi	$137,983	$66.34	43
   3	Sandy Spring Bank	$134,300	$64.57	1
   4	Bridgewater Associates	$132,921	$63.90
   5	McKinsey & Company Inc	$128,803	$61.92	4
   6	Goldman Sachs	$127,015	$61.06	16
   7	UBS	$126,611	$60.87	57
   8	W. R. Berkley	$122,459	$58.87	1
   9	Deutsche Bank	$121,353	$58.34	19
   10	JPMorgan Chase & Co.	$117,913	$56.69	1,692
   11	Bankers Trust Company	$115,297	$55.43	6
   12	Northern Trust	$109,324	$52.56	17
   13	WebMD	$109,023	$52.41	4
   14	Vista Equity Partners	$108,357	$52.09
   15	Acquia	$105,321	$50.64
   16	Armani Exchange	$102,965	$49.50	1
   17	The Marsh	$98,053	$47.14
   18	BERKLEY TECHNOLOGY SERVICES	$97,760	$47.00	1
   19	Charles Schwab	$97,530	$46.89	121
   20	Ascentis	$97,518	$46.88

4. Writing a client advisor job description

   A job description for a client advisor role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a client advisor job description:

   Client advisor job description example

   If you are looking to work for a well-established, best in class insurance agency, then apply today because we are hiring! Come join an agency that is committed to helping our clients choose the best insurance coverage to meet their needs while providing every customer with the all-star service they deserve! If you are hard-working and empathetic then the role as Insurance client advisor is for you!
   Benefits
   
   Paid Holidays Base Salary with Commissions Weekends Off Holidays Off Team Building Activities Hands On Training Professional Work Environment
   
   Responsibilities
   
   Meet new business production goals and objectives as established. Immediately greet all customers, entering the office, in a friendly and helpful manner. Verify phone numbers, addresses and email addresses with each customer contact and update customer information. Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems. Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases. Presents and explains insurance policy options based upon prospective client needs and their personal goals.
   
   Requirements
   
   Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Possess an upbeat, positive and enthusiastic attitude. Be a great self-starter with a sense of urgency. Proficiency to multi-task, follow-thru and follow-up. Excellent Communication/interpersonal skills. A Property & Casualty license is preferred but will train good individual. Follow through and exceed current and prospective client expectations. Works well with other employees and is a team player with a positive attitude. Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe. Bilingual, fluent in both English and Spanish is beneficial.

   Copy this example

   

5. Post your job

   To find client advisors for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any client advisors they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level client advisors with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your client advisor job on Zippia to find and recruit client advisor candidates who meet your exact specifications.
   • Use field-specific websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   Recruiting client advisors requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new client advisor

   Once you've selected the best client advisor candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   Once that's done, you can draft an onboarding schedule for the new client advisor. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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