Client Advisor Salaries in Arizona

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Employees in this role contribute to the following areas with increasing independence, complexity, scope, and accountability as they progress through levels:

$26.45 - $32.22 an hour

3 days ago

Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.

Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.

Valid driver’s license with proof of insurance. Partners with key stakeholders to develop and manage a pipeline. High school diploma or equivalent required.

You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.

$125,000 - $150,000 a year