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Private Client Jobs (NOW HIRING)

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.

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.

Contrarian Thinking

Director, Private Client

Austin, TX · On-site

$250 - $275/hr

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.

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 ...

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 ...

KeyBank

Private Client Banker

Tonawanda, NY · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Private Client Banker

Taylorsville, UT

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Private Client Banker

Uniontown, OH · On-site

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

KeyBank

Private Client Banker

Dayton, OH · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

KeyBank

Private Client Banker

Reynoldsburg, OH · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Private Client Banker

Pittsburgh, PA · On-site

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

Keybank

Private Client Banker

Colorado Springs, CO · On-site

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver ...

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Private Client information

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$23K

$71.6K

$155K

How much do private client jobs pay per year?

As of Aug 21, 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 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.

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 does it mean to be a private client?

A private client is an individual who receives personalized financial, legal, or advisory services from a professional or firm, often involving wealth management, estate planning, or investment advice. In a job context, a private client service role involves managing these personalized services and maintaining confidentiality and trust with clients.
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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?

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Private Client jobs near you
Infographic showing various Private Client job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 10% Part Time, and 6% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $71,579 per year, or $34.4 per hour.

Private Client Advisor

Brunswick Insurance Agency, Inc.

Cleveland, OH • On-site

Full-time

Re-posted 12 days ago

Job description

Description:

POSITION SUMMARY

The Private Client Advisor serves as the primary relationship manager for prospective clients referred to Brunswick Private Client through our network of trusted advisors and strategic partners.


This individual guides clients through Brunswick's proprietary risk assessment and advisory process, providing thoughtful education, personalized recommendations, and an exceptional client experience from introduction through implementation. Success in this role comes from building trust, communicating complex insurance concepts with confidence, and developing lasting relationships with both clients and referral partners.


KEY RESPONSIBILITIES

Client Advisory

• Lead consultative conversations with prospective high-net-worth clients to understand their insurance needs, risk exposures, and long-term objectives.

• Educate clients on coverage options and risk management strategies, empowering them to make informed decisions.

• Deliver personalized insurance recommendations in a clear, professional, and client-focused manner.


Relationship Management

• Serve as the primary point of contact for referred clients throughout the advisory process.

• Build and maintain strong relationships with financial advisors and other referral partners, becoming a trusted extension of their client service team.

• Deliver a concierge-level experience through proactive communication, responsiveness, and attention to detail.


Collaboration & Execution

• Partner closely with Brunswick's internal underwriting and service teams to ensure a seamless client experience.

• Coordinate the information necessary to develop comprehensive insurance recommendations.

• Manage multiple client engagements while maintaining accuracy, organization, and follow-through.

• Facilitate a smooth transition to the ongoing service team following implementation.

THE IDEAL CANDIDATE

We're looking for someone who is:

• Personable and naturally relationship-oriented.

• Consultative, never high-pressure.

• Highly organized and detail-oriented.

• A strong communicator who can simplify complex topics.

• Proactive, responsive, and dependable.

• Professional, polished, and confident working with affluent clientele.

• Passionate about delivering an exceptional client experience.

Requirements:

• Minimum of 10 years of experience in High-Net-Worth Personal Insurance.

• Valid P&C license

• Strong understanding of complex personal insurance coverages and risk management strategies.

• Demonstrated success working with affluent clients and trusted advisors.

• Exceptional communication, presentation, and interpersonal skills.

• Highly organized with outstanding project management and follow-up abilities.

• Comfortable working independently in a remote environment.