Client Sales Associate
Stratford Davis
Alexandria, United States | Posted on 07/15/2026 Build a career where you can make a meaningful impact while creating opportunities for your own professional and financial growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support. Whether you have previous experience or are looking to develop new skills, this opportunity offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path. If you are driven by helping others succeed, enjoy connecting with people, and thrive in a results-oriented environment, this could be the opportunity you've been looking for. Key Responsibilities Build and expand your client base through networking, referrals, and proactive outreach Conduct thorough consultations to evaluate clients’ financial needs, goals, and current situations Design and present customized financial strategies aligned with client objectives Maintain strong, long‑term relationships by delivering ongoing support and guidance Stay informed on industry developments, market trends, and regulatory updates Operate with professionalism, integrity, and adherence to ethical business practices Ideal Candidate Passionate about helping others achieve financial stability and long‑term success Strong communication, interpersonal, and presentation skills Self‑driven, disciplined, and motivated by results in a performance‑based environment Entrepreneurial mindset with the ability to work independently Committed to maintaining high ethical standards and delivering exceptional client service Previous experience in sales, finance, or customer‑facing roles is a plus, but not required Flexible Work Environment: Set your own schedule and build your business on your terms Comprehensive Training & Mentorship: Access industry‑leading training, ongoing development, and dedicated support to accelerate your success Uncapped Commission Structure: Your earnings are performance‑driven with no income ceiling, your results directly determine your income potential. High potential commission based role. Established Brand Alignment: Represent a respected and growing financial services organization Insurance Benefits: Access to life insurance and healthcare exchange options (medical, dental, and vision) Performance Incentives: Bonuses and reward programs based on results Incentive Travel: Qualify for exclusive trips and experiences for top performer #J-18808-Ljbffr
$26.5 - $45 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....SuggestedHourly paySeasonal workWork at officeShift workDay shift- ...Registered Wealth Management Client Associate Alexandria, Virginia To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Client Associate At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized support. As our team grows, we are seeking a Client Associate who aligns with our vision and values. Additionally, the ideal candidate...SuggestedFor contractorsWork at office
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer... ...interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work...Suggested
$50k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to...Suggested- ...Summary At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized support. As our team grows, we are seeking a Client Associate who aligns with our vision and values. The ideal candidate has a positive...Work at office
$16.25 per hour
...affordable prices. We do everything with passion, high standards and care around here. And if that sounds like you, join us as a Sales Associate. Because you matter People are at the heart of what we do, so it’s essential that we provide you with the right environment to...Hourly payPart time- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal work
$21.75 - $44.5 per hour
...can help shape the future of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal role in enabling... ...has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...We are seeking a Client Relations Associate with 3-5 years of experience who will assist our client relations team with various aspects of client servicing for our fund administration clients including: Develop and maintain strong, long-lasting client relationships Develop...
- ...Job Overview Merrill Wealth Management is looking for a client service role to support multiple Financial Advisors. The position focuses on client advocacy, operational excellence, and ensuring a seamless service experience for clients. Responsibilities Provide excellent...Work experience placementSeasonal workShift workDay shift
$44k - $66k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...Service Management Group Problem Solving Identifying Sales Opportunities Interpersonal Relationship Management Oral Communications...Full timeFlexible hours- ...defend reputation and brand value and serve Fortune 500 companies, associations, nonprofits and some of the most recognizable brands in the... ...and apply integrated, team-based approaches to help clients: ANTICIPATE reputation challenges and opportunities; COMPEL...Full timeShift work3 days per week
$15 - $20 per hour
...FASTSIGNS OF SPRINGFIELD SALES ASSOCIATE Are you looking to build real-world experience in sales and customer service? FASTSIGNS of Springfield... ...a motivated individual to support our team with sales, client communication, scheduling, and quality control in a creative,...Hourly pay- ...an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Branch organization, you will be based... ...completed in an efficient and accurate manner. Supports proactive sales conversations through internal and outbound interactions...Full timeTemporary workWork experience placementWork at officeShift work
$50k - $65k
...balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine... ...preferred. Previous experience in recruiting, scheduling, or sales preferred. Strong computer skills with proficient knowledge...Full timeWork at office- ...Client Service Associate Beloform Craft is committed to delivering exceptional customer experiences through professionalism, innovation, and a people-first culture. We believe that outstanding service starts with talented individuals who are passionate about helping...Full timeWork at office
- ...Client Services Associate The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with all Federal, State, and local...Work at officeLocal areaImmediate startMonday to Friday
$34.32k - $90k
...POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Temporary workWork at officeLocal area$55k - $65k
...Client Service Associate Bethesda, MD Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to...InternshipWork at officeRemote work2 days per week- ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors... ...clients succeed Background in retail, restaurant, sales, or related fields is a plus A drive for leadership and...Immediate startFlexible hours
$74.39k - $103.81k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty... ...interest in the fields of operations and compliance; previous sales referral experience; knowledge of investments, banking, and...Full time$5,000 per month
...We’re looking for an ambitious candidate to work in DSPolitical’s Client Services team for the 2026 Election Cycle!! As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution support...Work at officeRemote workWork from homeMonday to FridayAfternoon shift$60k - $80k
...Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C.,...Work experience placementWork at office- ...Client Service Associate Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and...Full timePart timeWork at office
- ...enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Seasonal Client Support Associate and be the friendly face for all those who... ...troubleshoot Prior customer service or sales experience is preferred, but not required...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
- ...making quality eye care and eyewear more affordable and accessible. Job Description Join our dynamic sales team at National Vision as a Sales Associate, where your passion for people and community comes to life through excellent customer service and expert guidance...Full time
$17 - $20 per hour
...boutique in Pentagon City . We are seeking dynamic Part-Time Sales Associates who are passionate about delivering outstanding in-store... ...Experience: A background in retail, luxury retail, or high-touch client-facing roles, demonstrating expertise in premium customer...Hourly payPart timeLocal areaFlexible hoursNight shift$33.28k - $85k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$55k - $75k
...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work experience placementWork at office
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