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Private Advisor Jobs (NOW HIRING)

Keybank

Assoc. Private Client Advisor

Pearl River, NY

$62K/yr

Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management ...

Busey

Private Wealth Advisor II

Kansas City, MO

$127K - $168K/yr

Position Summary The Private Wealth Advisor's II (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ...

KeyBank

Assoc. Private Client Advisor

Pearl River, NY · On-site

$62K/yr

Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management ...

Busey Bank

Private Wealth Advisor II

Kansas City, MO · On-site

$127K - $168K/yr

Position Summary The Private Wealth Advisor's II (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ...

Rockefeller Capital Management

Client Associate

Boston, MA · On-site

$45K - $110K/yr

Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will ...

BOK Financial

Private Wealth Advisor

Phoenix, AZ · On-site

The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities. BOK ...

BOK Financial

Private Wealth Advisor

Phoenix, AZ · On-site

The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities. BOK ...

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Private Advisor information

Is 200,000 enough to work with a financial advisor?

For a Private Advisor, a $200,000 investment can be sufficient to establish a relationship, as many advisors have minimum account sizes ranging from $50,000 to $250,000. The advisor's fee structure, typically a percentage of assets under management, will determine the total cost, and clients should consider ongoing fees and service levels when evaluating affordability.

How does a Private Advisor typically collaborate with clients and other professionals to develop personalized financial strategies?

As a Private Advisor, you will work closely with clients to understand their unique financial goals, risk tolerance, and life circumstances. This often involves regular meetings, in-depth financial analysis, and ongoing communication to adjust strategies as clients’ needs evolve. In addition, Private Advisors frequently collaborate with other specialists such as tax advisors, estate planners, and investment managers to provide comprehensive, tailored solutions. Building trust and maintaining strong client relationships are essential, as is staying current with market trends and regulatory changes that may impact client portfolios.

How much do independent advisors make?

Private advisors, often called independent financial advisors, typically earn a combination of fees and commissions, with annual incomes ranging from $50,000 to over $200,000 depending on experience, client base, and location. Successful advisors with established client portfolios and certifications like CFP can earn higher incomes, especially when working independently without employer constraints.

What does a private advisor do?

A private advisor provides personalized financial, legal, or strategic guidance to individual clients, helping them manage wealth, investments, or personal affairs. They analyze client needs, develop tailored plans, and often work closely with other professionals to achieve clients' goals.

What are the key skills and qualifications needed to thrive as a Private Advisor, and why are they important?

To thrive as a Private Advisor, you need strong financial expertise, analytical abilities, and typically a degree in finance, economics, or a related field, often supported by certifications like CFP or CFA. Familiarity with financial planning software, portfolio management tools, and regulatory compliance systems is essential. Outstanding interpersonal skills, discretion, and the ability to build trust are crucial soft skills in this role. These competencies enable Private Advisors to deliver tailored financial guidance, effectively manage client assets, and foster long-term client relationships.

What are Private Advisors?

Private Advisors are professionals who provide personalized financial advice to individuals, families, or businesses. They typically help clients manage their investments, plan for retirement, optimize tax strategies, and achieve long-term financial goals. Private Advisors may work independently or as part of banks, investment firms, or wealth management companies. Their services are highly tailored, taking into account each client's unique financial situation, risk tolerance, and objectives.

What is the difference between Private Advisor vs Financial Planner?

AspectPrivate AdvisorFinancial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP, ChFC, or similar certifications common
Work EnvironmentPrivate client offices, wealth management firmsIndependent practice, financial advisory firms, or banks
Employer & IndustryHigh-net-worth individuals, private banks, wealth managementGeneral public, individuals, families, corporate clients
Search & Comparison IntentHigh-net-worth, personalized wealth adviceComprehensive financial planning for various client needs

While both Private Advisors and Financial Planners assist clients with financial goals, Private Advisors typically focus on high-net-worth individuals, offering personalized wealth management. Financial Planners serve a broader audience, providing comprehensive financial plans for diverse client needs. The roles often overlap, but Private Advisors usually work within wealth management firms or private banks, emphasizing personalized service for affluent clients.

How many financial advisors make $500,000 a year?

Private advisors and financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or specialized expertise. Achieving this level often requires advanced certifications like the CFA or CFP, strong client relationships, and experience in wealth management or investment strategies.
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Private Advisor jobs near you
Infographic showing various Private Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution.
Private Bank Wealth Advisor/ Client Advisor Private Bank

Private Bank Wealth Advisor/ Client Advisor Private Bank

Professions Inc

Atlanta, GA

Full-time

Posted 27 days ago

Job description

Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment.

In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth.

The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise.

Qualifications:

  • Bachelor’s degree or equivalent experience.
  • 8+ years of experience with High and Ultra High Net Worth clients.

Preferred Skills:

  • Strong network with excellent relationship management and business development skills.
  • Proven success in specific client segments or verticals.
  • Ability to profile clients and create tailored strategies.
  • Skill in coordinating a team of specialists.
  • Strong communication skills to explain complex concepts effectively.
  • A strategic advisor mindset with problem-solving passion.
  • Independent decision-making and business ownership mentality.
  • CFA or CFP designation preferred.

This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.

Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth. The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise. Qualifications: Bachelor’s degree or equivalent experience. 8+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: Strong network with excellent relationship management and business development skills. Proven success in specific client segments or verticals. Ability to profile clients and create tailored strategies. Skill in coordinating a team of specialists. Strong communication skills to explain complex concepts effectively. A strategic advisor mindset with problem-solving passion. Independent decision-making and business ownership mentality. CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.