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Private Client Jobs (NOW HIRING)

DataAnnotation

Private Client Advisor

Florida, NY · Remote

$50 - $60/hr

Join to apply for the Private Client Advisor role at DataAnnotation . We are looking for a Private Client Advisor to join our team to train AI models. You will measure the progress of these AI ...

Oliver Wyman

Private Client Advisor

Tampa, FL · On-site

Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the ...

Oliver Wyman

Private Client Advisor

Denver, CO · On-site

$66K - $123K/yr

Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest ...

Mercer France

Private Client Advisor

Las Vegas, NV · On-site

$66K - $123K/yr

Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest ...

Oliver Wyman

Private Client Advisor

Salt Lake City, UT · On-site

$66K - $123K/yr

Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest ...

Bank of America

Private Client Advisor II

Dallas, TX · On-site

Private Client Advisor II Dallas, Texas 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 ...

Salem Five Bank

Private Client Sales Executive

Woburn, MA · On-site

$81K - $111K/yr

Partner closely with Private Client Account Executive on ongoing policy servicing, ensuring a seamless client experience. * Collaborate with private banking partners, the mortgage department, wealth ...

SFB

Private Client Sales Executive

Woburn, MA · On-site

$81K - $111K/yr

Partner closely with Private Client Account Executive on ongoing policy servicing, ensuring a seamless client experience. * Collaborate with private banking partners, the mortgage department, wealth ...

KeyCorp

Private Client Banker

Jamestown, ND · On-site

Private Client Banker Location: 417 Spring St - Jamestown, New York 14701 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The ...

KeyCorp

Private Client Banker

North Wales, PA · On-site

Private Client Banker Location: 1498 North Wales Road - North Wales, Pennsylvania 19454 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank ...

Tempting Recruitment

Associate, Private Client

Manhattan, NY · On-site

$225K - $365K/yr

The Private Client Services practice is widely recognized for handling sophisticated and highly sensitive matters for a diverse client base, including family offices, family business owners, and high ...

New

KeyCorp

Private Client Banker

Wexford, PA · On-site

Private Client Banker Location: 270 Market Lane - Wexford, Pennsylvania 15090 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.

KeyCorp

Private Client Banker

Bellbrook, OH · On-site

Private Client Banker Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client ...

KeyCorp

Private Client Advisor

Pittsburgh, PA · On-site

Private Client Advisor Location: 11 Stanwix Street, Pittsburgh Pennsylvania Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial ...

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Private Client information

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$71.6K

$155K

How much do private client jobs pay per year?

As of Jun 6, 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 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.

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:
What job categories do people searching Private Client jobs look for? The top searched job categories for Private Client jobs are:
Private Client jobs near you
Infographic showing various Private Client job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 81% Full Time, 13% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $71,579 per year, or $34.4 per hour.
Private Client Advisor

Private Client Advisor

DataAnnotation

Florida, NY • Remote

$50 - $60/hr

Full-time, Part-time, Contractor

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

Job description

Join to apply for the Private Client Advisor role at DataAnnotation . We are looking for a Private Client Advisor to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.

In this role you will need to hold an expert level of financial reasoning. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This is a full-time or part-time REMOTE position.

You'll be able to choose which projects you want to work on. You can work on your own schedule. Projects are paid hourly starting at $50‐$60 USD per hour, with bonuses on high-quality and high-volume work.

Responsibilities Give AI chatbots diverse and complex problems and evaluate their outputs. Evaluate the quality produced by AI models for correctness and performance. Qualifications Fluency in English (native or bilingual level).

Detail-oriented. Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. A current, in progress, or completed Masters and/or PhD is preferred but not required.

Notes Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD.

Only applicants in the United States will be considered for this role. This is an independent contract position. Seniority level Entry level Employment type Full-time Job function Finance and Sales Software Development Referrals increase your chances of interviewing at DataAnnotation by 2x.

Get notified about new Private Client Advisor jobs in Florida, United States . Locations and salary ranges: Florida, United States: $50.00–$60.00 Miami, FL: $150,000.00–$1,000,000.00 Tampa, FL: $150,000.00–$1,000,000.00 Florida, United States: $122,535.00–$208,715.00 #J-18808-Ljbffr

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