Client Advisor Salary in California

How much does a Client Advisor make in CA?

As of April 01, 2025, the average annual salary for a Client Advisor in California is $74,149. According to Salary.com, salaries can range from a low of $57,546 to a high of $93,272, with most professionals earning between $65,459 and $84,159.

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Salary range for a Client Advisor

$65,459 to $84,159

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Client Advisor

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Location	Avg. Salary	Date Updated
Location Coachella, CA	Avg. Salary $70,432	Date Updated April 01, 2025
Location Acampo, CA	Avg. Salary $71,884	Date Updated April 01, 2025
Location Acton, CA	Avg. Salary $73,988	Date Updated April 01, 2025
Location Adelanto, CA	Avg. Salary $70,378	Date Updated April 01, 2025
Location Adin, CA	Avg. Salary $68,744	Date Updated April 01, 2025
Location Agoura Hills, CA	Avg. Salary $73,020	Date Updated April 01, 2025
Location Aguanga, CA	Avg. Salary $70,526	Date Updated April 01, 2025
Location Ahwahnee, CA	Avg. Salary $66,956	Date Updated April 01, 2025
Location Alameda, CA	Avg. Salary $82,095	Date Updated April 01, 2025
Location Alamo, CA	Avg. Salary $81,907	Date Updated April 01, 2025

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Job Openings for Client Advisor in California

What does a Client Advisor do?

Common responsibilities of a Client Advisor

Follow all Medicare and RMIQ compliance rulesBe an advocate for the client internally and with carriers and CMSAnswer inquiries (via phone calls, email, mail, and/or in-person), assess client needs and recommend appropriate next steps promptly and professionally, with follow-up (from start to resolution) in a timely mannerConduct assigned group meetings, one-on-one client meetings and telephone appointments with clientsExplain products and options to clients, including a renewal recommendation, when appropriateComplete enrollment forms and make the process easy for clientsEnsure enrollment forms and all other required documents are error free and completeFully complete all required CRM data entry accurately and in a detailed, timely manner.

January 05, 2023

Builds their book by successfully sourcing new clients from within existing client relationships.

October 09, 2022

Maintains frequent contact with manufacturer and other vendors to ensure a thorough knowledge of current leasing, sales and incentive programs.

December 04, 2022

Adhere to internal and external policies and procedures regarding relationship management, securities transactions and Code of Conduct.

January 16, 2023

Review and analyze actions at the end of each day, week, month, and year to determine how to better utilize time and plan more effectively.

February 06, 2023

Provide routine service including the development and execution of service schedule, participation reporting, and coordinating questions/initiatives with the client and carriers, conducts surveys.

February 16, 2023

Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment performance, and overseeing investment transition.

March 05, 2023

Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.

March 28, 2023

Participate in the training of new Client Advisors (product knowledge, store procedures, company policies).

May 08, 2023

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About California

California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...

Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia

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Arizona

Client Advisor Salaries in Phoenix, Arizona

Nevada

Client Advisor Salaries in Carson City, Nevada

Client Advisor Salaries in Las Vegas, Nevada

Client Advisor Salaries in Reno, Nevada

Oregon

Client Advisor Salaries in Medford, Oregon

Most Popular Cities for Client Advisor Job

About California California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the thir....More

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