Top 57 client associate Jobs in wheeling, wv

Client Services Associate - (Financial Advisor Track)
Hazlett Burt & Watson, Inc —Wheeling, WV
- $50,000 - $75,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Profit sharing
- Health savings account
Quick Apply
8h
Copy of Document Production Associate (2nd Shift)
RR Donnelley —Wheeling, WV
- $36,067.20 - $40,144.00 a year
- Full-time
- Hybrid work
- Writing skills
- Pass drug screening
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
8d
Document Production Associate (Monday-Friday, 12pm-9pm)
RR Donnelley —Wheeling, WV
- $15.91 - $21.63 an hour
- Full-time
- Writing skills
- Pass drug screening
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
8d
Document Production Associate (Sunday-Thursday, 1-10pm)
RR Donnelley —Wheeling, WV
- $15.91 - $21.63 an hour
- Full-time
- Writing skills
- Pass drug screening
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
7d
Document Production Associate - Sun-Thurs - 11am-8pm
RR Donnelley —Wheeling, WV
- $17.34 - $19.30 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Pass drug screening
- Office
- Disability insurance
- Health insurance
Quick Apply
Document Production Associate (Sunday - Thursday 12:00 p.m. - 8:30 p.m.)
RR Donnelley —Wheeling, WV
- $15.91 - $21.63 an hour
- Full-time
- Hybrid work
- Customer service
- Writing skills
- Pass drug screening
- Disability insurance
- Health insurance
Quick Apply
10d
Document Production Associate (3rd Shift Monday - Friday 10:00 p.m. - 7:00 a.m.)
RR Donnelley —Wheeling, WV
- $15.91 - $21.63 an hour
- Full-time
- Writing skills
- Pass drug screening
- Office
- Disability insurance
- Health insurance
Quick Apply
10d
Document Production Associate | Monday-Friday, 10pm-7am
RR Donnelley —Wheeling, WV
- $15.91 - $21.63 an hour
- Full-time
- Writing skills
- Pass drug screening
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
7d
Document Production Associate | Tuesday-Saturday, 1-10pm
RR Donnelley —Wheeling, WV
- $15.91 - $21.63 a year
- Full-time
- Writing skills
- Pass drug screening
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
7d
Document Production Associate (M-F, 7pm-4am)
RR Donnelley —Wheeling, WV
- $15.91 - $21.63 an hour
- Full-time
- Writing skills
- Pass drug screening
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
8d
Administrative Associate M-F 9:00am - 6:00pm EST
RR Donnelley —Wheeling, WV
- $17.02 - $23.46 an hour
- Overtime
- Hybrid work
- Microsoft Excel
- Writing skills
- Pass drug screening
- Disability insurance
- Health insurance
Quick Apply
3d
Administrative Associate
RR Donnelley —Wheeling, WV
- $17.02 - $23.46 an hour
- Overtime
- Hybrid work
- Microsoft Excel
- Writing skills
- Pass drug screening
- Disability insurance
- Health insurance
Quick Apply
2d
Document Production Associate (M-F, 7 pm - 4 am)
RR Donnelley —Wheeling, WV
- $15.91 - $21.63 an hour
- Full-time
- Writing skills
- Pass drug screening
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
7d
Administrative Associate M-F 9:00am - 5:30pm EST
RR Donnelley —Wheeling, WV
- $17.02 - $23.46 an hour
- Overtime
- Hybrid work
- Microsoft Excel
- Writing skills
- Pass drug screening
- Disability insurance
- Health insurance
Quick Apply
8d
Document Production Associate
Williams Lea —Wheeling, WV
- $16.75 - $17.00 an hour
- Full-time
- Word processing
- Entry level
Sales Associate
United Bank —Wheeling, WV
- Full-time
- Spanish
- Microsoft Excel
- Computer literacy
Front Desk Associate
Microtel Inn & Suites St Clairsville —Saint Clairsville, OH
- $13.50 - $15.00 an hour
- Part-time
- Inventory management
- Administrative experience
- Organizational skills
- Flexible schedule
Quick Apply
9d
Store Associate
SHOE DEPT. ENCORE —Triadelphia, WV
- Part-time
- Merchandising
- Entry level
Quick Apply
Presentations Associate 9:30pm - 8:00am Tuesday - Friday
Williams Lea —Wheeling, WV
- $18 an hour
- Full-time
- Hybrid work
- Writing skills
- Office
- High school diploma or GED
Sr. Administrative Associate
RR Donnelley —Wheeling, WV
- $45,000 - $47,000 a year
- Overtime
- Hybrid work
- Writing skills
- Pass drug screening
- Mid-level
- Disability insurance
- Health insurance
Quick Apply

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Client Services Associate - (Financial Advisor Track)

Hazlett Burt & Watson, Inc
Wheeling, WV

Quick Apply

Job Details

Full-time
$50,000 - $75,000 a year
8 hours ago

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Microsoft Word
Customer communication
Microsoft Excel
Managing teams in a customer support role
Customer service
Managing clients in a customer support role
Bachelor's degree
Financial services
Time management

Full Job Description

About the Role

Hazlett Burt & Watson, Inc. is a SEC-registered Investment Advisor and Broker-Dealer providing comprehensive financial planning and investment services to individuals and families.

We are seeking a driven and client-focused Client Services Associate who is interested in pursuing a long-term career path toward becoming a Financial Advisor. This role is designed for individuals who want to build deep client relationships, develop planning expertise, and grow into a financial advisor over time.

You will work closely with experienced advisors, gaining exposure to all aspects of wealth management while playing a critical role in delivering an exceptional client experience.

Key Responsibilities

Client Relationship Management

Build and maintain trusted relationships with clients and their families
Support ongoing client communications, service requests, and follow-up

Financial Planning & Advisor Development

Assist in the preparation and delivery of comprehensive financial plans and investment strategies
Participate in client meetings and planning discussions to build advisory experience
Develop knowledge of portfolio construction, retirement planning, and wealth strategies

Operations & Client Service Execution

Prepare meeting materials, financial reports, and client documentation
Process client transactions accurately and efficiently
Maintain organized workflows to ensure timely completion of client deliverables

Business Development & Growth

Support new client onboarding and relationship expansion initiatives
Learn and contribute to business development strategies over time
Identify opportunities to deepen client relationships and enhance service offerings

Client Engagement & Community Presence

Assist with client events, seminars, and educational workshops
Participate in local community and networking events in the Wheeling area
Help promote the firm’s brand and client service philosophy

Qualifications & Experience

Bachelor’s degree or equivalent professional experience preferred
Experience in financial services, banking, insurance, or a related client-facing role preferred
FINRA licenses (SIE, Series 7, Series 66) a plus or ability to obtain after 1 year at the firm
Demonstrated interest in pursuing a career as a Financial Advisor

Key Skills & Attributes

Strong relationship-building and interpersonal skills
Excellent communication skills, both written and verbal
Highly organized, detail-oriented, and able to manage multiple priorities
Self-motivated with a strong work ethic and growth mindset
Ability to work both independently and collaboratively
Interest in financial markets, investment strategies, and client planning solutions
Ability to learn and understand compliance standards and regulatory requirements

Compensation & Career Path

Competitive base salary: $50,000 – $75,000, plus incentive opportunities
Performance-based bonuses and potential for production-based compensation as responsibilities grow
Clear path to a Financial Advisor role, including mentorship, licensing support, and hands-on training

Benefits

Comprehensive benefits package, including 401(k) with profit sharing
Professional development and licensing support
Opportunity to grow within a collaborative, client-focused firm

Why Join Hazlett Burt & Watson

This is more than a support role—it’s an opportunity to build a career in wealth management. You’ll gain direct mentorship from experienced advisors, participate in meaningful client work, and develop the skills needed to transition into a financial advisory role.

Equal Employment Opportunity (EEO):

HAZLETT BURT & WATSON, INC. provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in wheeling, wv

Client Services Associate - (Financial Advisor Track)

Copy of Document Production Associate (2nd Shift)

Document Production Associate (Monday-Friday, 12pm-9pm)

Document Production Associate (Sunday-Thursday, 1-10pm)

Document Production Associate - Sun-Thurs - 11am-8pm

Document Production Associate (Sunday - Thursday 12:00 p.m. - 8:30 p.m.)

Document Production Associate (3rd Shift Monday - Friday 10:00 p.m. - 7:00 a.m.)

Document Production Associate | Monday-Friday, 10pm-7am

Document Production Associate | Tuesday-Saturday, 1-10pm

Document Production Associate (M-F, 7pm-4am)

Administrative Associate M-F 9:00am - 6:00pm EST

Administrative Associate

Document Production Associate (M-F, 7 pm - 4 am)

Administrative Associate M-F 9:00am - 5:30pm EST

Document Production Associate

Sales Associate

Front Desk Associate

Store Associate

Presentations Associate 9:30pm - 8:00am Tuesday - Friday

Sr. Administrative Associate

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