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Private Client Jobs (NOW HIRING)

Contrarian Thinking

Director, Private Client

Austin, TX · On-site

$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.

KeyCorp

Assoc. Private Client Advisor

Dresher, PA · On-site

$62K/yr

Assist Private Client Advisor in engaging licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.Develop a ...

TowneBank

Private Client Risk Advisor

Glen Allen, VA · On-site

Towne Insurance is hiring a Private Client Risk Advisor to join our Richmond team. This position requires a sales and relationship-oriented individual with advanced communication skills and knowledge ...

Workforce 1

Private Client Banker

New York, NY · On-site

$25 - $30.29/hr

Position Overview The Private Client Banker provides exceptional customer service by greeting clients, understanding their needs, and assisting with account services and day-to-day banking ...

KeyCorp

## Private Client AdvisorApplylocations: Harleysville, PAtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: October 30, 2026 (30+ days left to apply)job requisition id: R-41425*

KeyCorp

Private Client Banker

Pittsburgh, PA · 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

Manhattan, NY · On-site

## Private Client AdvisorApplylocations: Brewster, NYtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: October 30, 2026 (30+ days left to apply)job requisition id: R-41424*

KeyCorp

Private Client Advisor

Harleysville, PA · On-site

## Private Client AdvisorApplylocations: Harleysville, PAtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: October 30, 2026 (30+ days left to apply)job requisition id: R-41425*

MERCY COLLEGE

Private Client Banker

Dobbs Ferry, NY · On-site

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete ...

New

KeyCorp

Private Client Banker

Pittsburgh, PA · 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 ...

Keybank

Private Client Banker

Taylorsville, UT · 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

Powell, 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 ...

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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 Sep 13, 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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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?

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What are popular job titles related to 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

Miami, FL • On-site

Marsh & McLennan Companies, Inc.
See more jobs at Marsh & McLennan Companies, Inc.external

Full-time

Medical, Retirement

Re-posted 23 days ago

Job description

Company:
Marsh McLennan Agency
Description:
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 talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH).
A day in the life.
As our Private Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You'll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Proactive service is key here. You'll be anticipating client needs and addressing their questions-whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals, you'll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you'll be looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
  • 3 plus years' personal lines insurance experience with High-Net-Worth clientele
  • Property & Casualty (P&C) License
  • Client service orientation with balance on managing expectations.
  • Ability to travel for client and company meetings as needed

These additional qualifications are a plus, but not required to apply:
  • Bachelor's degree
  • Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
  • Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

Apply