ZipRecruiter

Log In

1

Private Client Jobs (NOW HIRING)

Marsh & McLennan Companies, Inc.

$52K - $98K/yr

As our Private Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to ...

Contrarian Thinking

Director, Private Client

Austin, TX · On-site

$150K - $250K/yr

We are seeking an experienced, entrepreneurial leader to grow and run our Private Client program, a concierge acquisition service for serious buyers, as an in-house expert based in Austin, Texas.

New

Contrarian Thinking

Director, Private Client

Austin, TX · On-site

$150K - $250K/yr

We are seeking an experienced, entrepreneurial leader to grow and run our Private Client program, a concierge acquisition service for serious buyers, as an in-house expert based in Austin, Texas.

New

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 ...

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 ...

KeyCorp

Private Client Banker

Salt Lake City, UT · On-site

Private Client Banker Location: 5625 S Van Winkle Expressway - Salt Lake City, Utah 84121-0339 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our ...

Posted today

KeyCorp

Private Client Advisor

Hamburg, NY · On-site

Private Client Advisor Location: 25 Main Street, Hamburg New York Job Summary: The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the ...

Posted today

KeyCorp

Private Client Banker

American Fork, UT · On-site

Private Client Banker Location: 617 West Main Street - American Fork, Utah 84003 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.

Posted today

next page

Showing results 1-20

All JobsPrivate Client Jobs

Private Client information

See salary details

$23K

$71.6K

$155K

How much do private client jobs pay per year?

As of Jul 31, 2026, the average yearly pay for private client in the United States is $71,579.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $92,500.00 per year, depending on experience, location, and employer.

What does a private client do?

A private client typically refers to a professional who manages personalized financial, legal, or estate planning services for high-net-worth individuals. They provide tailored advice, investment management, and support to help clients achieve their personal financial goals, often requiring strong communication and confidentiality skills.

What professions make 200,000 a year without a degree?

Private Client professionals, such as high-net-worth financial advisors or wealth managers, can earn $200,000 or more annually through commissions, bonuses, and fees, often without requiring a college degree. Success in these roles depends on strong sales skills, industry experience, and building a client base, with many working in financial services or private banking environments.

What jobs pay 4000 a week without a degree?

Private Client roles typically do not pay $4,000 a week without specialized skills or experience. High-paying jobs that can reach this level without a degree often include sales positions such as real estate brokers, certain entrepreneurial ventures, or skilled trades like plumbing or electrical work, which may require certifications but not necessarily a college degree. Success in these roles depends on experience, performance, and market demand.

What are Private Client services?

Private Client services refer to specialized financial and wealth management offerings designed for individuals with significant assets or complex financial needs. These services typically include investment management, estate planning, tax advice, and personalized banking solutions. Private Client professionals work closely with clients to develop tailored strategies that help protect and grow their wealth, often providing a higher level of confidentiality and personal attention than standard banking services.

How to make $10,000 a month without a degree?

A private client professional can increase earnings by developing specialized skills such as financial planning, estate management, or investment advising, which can command higher fees. Building a strong network, gaining relevant certifications, and offering personalized services can also help reach higher income levels without a degree.

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

To thrive as a Private Client Advisor, you need strong financial acumen, in-depth knowledge of wealth management, and relevant qualifications such as a finance degree or professional certifications (e.g., CFP or CFA). Familiarity with portfolio management systems, financial planning software, and CRM platforms is commonly required. Exceptional interpersonal skills, discretion, and the ability to build lasting client relationships set top performers apart. These capabilities are crucial for delivering tailored financial solutions and maintaining client trust in a highly competitive environment.

What is the difference between Private Client vs Financial Advisor?

AspectPrivate Client

Required CredentialsFinancial Advisor

Work EnvironmentPrivate Client

Employer & Industry UsageFinancial Advisor

Private Clients typically refer to high-net-worth individuals receiving personalized services, while Financial Advisors provide investment and financial planning advice to a broader client base. Although both roles require certifications like CFP or CFA, Private Clients focus on wealth management and personalized service, often within private banks or boutique firms. Financial Advisors may serve a wider audience, including retail clients, and work in banks, advisory firms, or independent practices. The roles overlap in credentials and client interaction but differ in scope and client focus.

What are some of the main challenges faced by professionals in Private Client roles, and how can they be managed?

Professionals in Private Client roles often encounter challenges such as navigating complex financial, legal, and tax regulations while maintaining strict confidentiality and building trust with high-net-worth individuals. Managing diverse client expectations and responding to rapidly changing market or personal circumstances requires strong communication and problem-solving skills. Staying updated on industry standards and legislative changes, as well as fostering collaborative relationships with legal, tax, and investment advisors, can help effectively address these challenges.
More about Private Client jobs
What cities are hiring for Private Client jobs? Cities with the most Private Client job openings:
What are the most commonly searched types of Private Client jobs? The most popular types of Private Client jobs are:
What states have the most Private Client jobs? States with the most job openings for Private Client jobs include:
Private Client jobs near you
Infographic showing various Private Client job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $71,579 per year, or $34.4 per hour.

Private Client Advisor

Nicolet National Bank

West Des Moines, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

64th of 170 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Private Client Advisor is responsible for providing customized financial services to meet the needs of high-net-worth individuals and families. Private Client Advisors at Nicolet build strong relationships and deliver unparalleled service while matching client needs to all bank solutions including cash management, lending and investment management. Private Client Advisors are ambassadors of Nicolet through various leadership roles in the community as well as within the organization.
As a Private Client Advisor, you will:
  • Provide full-service banking to high-net-worth individuals.
    • Develop deep relationships with clients to ensure we meet their financial needs and exceed their expectations.
    • Bring appropriate solutions using bank products and services.
    • Exhibit strong knowledge of all cash management solutions including Nicolet's deposit products.
    • Have a deep understanding of all credit solutions such as mortgages, construction loans, home equity loans, investment-secured loans and unsecured loans.
    • Cross-sell all lines of business with an emphasis on commercial, treasury management, investment management, retirement-plan services and advanced planning.
    • Maintain client information in the customer relationship management software program.
  • Build and maintain strong partnerships with all other business lines of Nicolet.
    • Communicate with strategic partners to pursue opportunities for new business.
    • Discuss client needs, problems and complaints and work towards resolutions together.
  • Develop a strong external network of relationships with a focus on centers of influence such as, but not limited to, local attorneys, accountants, realtors and builders.
  • Help oversee team to include coaching and development, training, and reviews.
  • Play an active role in the community such as non-profit boards, volunteering and attending various events representing Nicolet.
  • Some travel required.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Supervisory Responsibilities:
  • Directly supervise the Private Client Associates and Specialists (if applicable) in accordance with Nicolet's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; coaching, mentoring and development planning; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications:
  • Bachelor's degree required.
  • MBA, CWS® and/or CFP® preferred.
  • 5+ years of customer-facing banking experience, preferably in a private banking department including lending experience.
  • 1-3 years of supervisory/management experience.
  • PC, phone system, general office equipment.
  • Ability to maintain strict confidentiality.
  • Solid judgment and decision-making skills.
  • Assertive personality, team player, strong listening skills.
  • Results-driven and customer service oriented.
  • NMLS registered.
  • Effective verbal and written communication skills and strong interpersonal skills.

Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

What Nicolet National Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply