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Private Client Account Jobs (NOW HIRING)

Keybank

Private Client Banker

Hilliard, OH

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

KeyBank

Private Client Banker

Pittsburgh, PA · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

KeyBank

Private Client Banker

Hilliard, OH · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

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 ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

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 ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

Keybank

Private Client Banker

American Fork, UT

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

KeyBank

Private Client Banker

Uniontown, OH · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

KeyBank

Private Client Banker

North Wales, PA · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

Keybank

Private Client Banker

Greenwood Village, CO

$24.52 - $37.50/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

Keybank

Private Client Banker

Dayton, OH

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

KeyBank

Private Client Banker

Wexford, PA · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

Keybank

Private Client Banker

Imperial, PA

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

Keybank

Private Client Banker

Reynoldsburg, OH

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

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Private Client Account information

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$5

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$71

How much do private client account jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for private client account in the United States is $56.25, according to ZipRecruiter salary data. Most workers in this role earn between $28.85 and $70.19 per hour, depending on experience, location, and employer.

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

To thrive as a Private Client Account Manager, you need a solid understanding of financial products, wealth management principles, and a relevant degree or certification such as CFP or CFA. Experience with CRM software, portfolio management platforms, and compliance systems is typically required. Exceptional interpersonal skills, discretion, and proactive communication help build trust and long-term relationships with high-net-worth clients. These skills are crucial for delivering personalized service, managing complex client needs, and ensuring regulatory compliance in a competitive financial environment.

What are some common challenges faced by Private Client Account professionals, and how can they be addressed?

Private Client Account professionals often encounter challenges such as managing complex client portfolios, staying up-to-date on regulatory changes, and maintaining strong client relationships. Balancing personalized service with efficient account management can be demanding, especially when clients have diverse financial goals and expectations. To address these challenges, professionals should prioritize continuous learning, leverage technology for portfolio tracking, and communicate proactively with clients to build trust and transparency.

What job makes 10,000 a month without a degree?

A private client account manager can earn around $10,000 per month through commissions and bonuses, especially in high-net-worth client services. Success in this role typically requires strong interpersonal skills, industry knowledge, and experience in finance or sales, but a formal degree is not always mandatory.

What are Private Client Accounts?

Private Client Accounts are specialized financial accounts managed by financial institutions or wealth management firms for high-net-worth individuals (HNWIs). These accounts typically offer personalized investment strategies, dedicated client service, and access to exclusive financial products or services. The goal is to help clients grow, manage, and protect their wealth through tailored solutions, such as investment management, estate planning, and tax optimization. Private client account managers work closely with clients to understand their financial goals and provide ongoing advice and support.

How much do you make as a private client banker?

Private client bankers typically earn a base salary ranging from $50,000 to $80,000 annually, with total compensation often including bonuses and commissions that can increase earnings significantly. Compensation varies based on experience, location, and performance, and many roles require relevant certifications such as the Series 7 or Series 66 license.

What jobs make $1,000,000 a year?

In private client account management, high-earning roles typically include senior private bankers, wealth managers, and financial advisors who manage large portfolios and have extensive client bases. These professionals often earn substantial commissions, bonuses, and fees, especially when working with ultra-high-net-worth individuals, and may require advanced certifications like the CFP or CFA. Achieving a $1 million annual income generally involves years of experience, a strong network, and exceptional performance in the financial services industry.

What is the difference between Private Client Account vs Private Client Advisor?

AspectPrivate Client AccountPrivate Client Advisor
CredentialsTypically requires financial certifications like CFP or CFARequires similar certifications, often with additional licensing
Work EnvironmentFinancial institutions, banks, or wealth management firmsFinancial advisory firms, banks, or independent practices
Employer & Industry UsageUsed by banks and wealth management companies to denote client accountsRefers to professionals providing personalized financial advice to high-net-worth clients

In summary, a Private Client Account refers to the specific account held by high-net-worth clients within financial institutions, while a Private Client Advisor is the professional who manages and provides personalized financial advice for these clients. Both roles require similar credentials and are integral to wealth management services.

How much do J.P. Morgan private client advisors make?

Private Client Advisors at J.P. Morgan typically earn a base salary ranging from $70,000 to $120,000, with total compensation often including bonuses that can significantly increase earnings based on performance and client assets managed. Compensation varies by experience, location, and individual performance, and advisors often hold certifications such as the Series 7 and Series 66.
More about Private Client Account jobs
What job categories do people searching Private Client Account jobs look for? The top searched job categories for Private Client Account jobs are:
Private Client Account jobs near you
Personal Lines Account Manager - Private Client

Personal Lines Account Manager - Private Client

TrueNorth Companies

Denver, CO • On-site

$46K - $62K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 13 days ago

Job description

TrueNorth is hiring a Private Client Account Manager to join our Personal Lines department! This position is open to candidates based in any of our office locations—Cedar Rapids, Des Moines, Rosemont (IL), or Denver (CO). This role is ideal for experienced personal lines professionals who are comfortable managing an established book of high-net-worth clients and delivering a high‑touch, proactive client experience. Account Managers on this team act as trusted advisors to their clients, handling renewals, coverage reviews, and ongoing service needs while building strong, long‑term relationships. TrueNorth uses our core values of Exceptionalism, Collaboration and Resourcefulness to enthusiastically serve our clients, colleagues and communities. Our ideal candidates are hungry, humble and smart!

About TrueNorth Companies:

Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For 25 years, TrueNorth has met our clients' needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of risk management, employee benefits and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities. Come join our amazing team!

What TrueNorth Offers:

TrueNorth offers a lineup of excellent benefits to all full-time employees, including:

  • Bonus Opportunities
  • Medical, Dental, Vision, Life, and Disability Insurance
  • 401(k) with Company Contributions
  • Responsible Time Off (RTO): Flexible time off with a required minimum to ensure rest and balance, plus 11 paid holidays
  • Paid Volunteer Time Off and Donation Match Program
  • Tuition reimbursement and paid certifications, licenses, designations
  • Employee Assistance Program (EAP) and wellness program with financial incentives
  • Hybrid Work Schedule
  • $3,000 Referral Bonus

Essential Job Functions:

  • Proactively manage a private client/high‑net‑worth book of clients while meeting service standards, deadlines, and renewal timelines.
  • Serve as the primary point of contact for clients—answering questions, explaining coverage, analyzing exposures, and recommending appropriate policy adjustments or additional coverages.
  • Manage renewals and policy reviews by evaluating coverage options, negotiating with carriers, and ensuring programs align with clients’ evolving needs.
  • Build and maintain strong relationships with clients, carrier partners, and internal teams to deliver a consistent, high‑quality client experience.
  • Support organic client growth through referrals from existing clients, internal partners, and other approved sources; assist with the marketing and placement of new and renewal business as needed.
  • Coordinate internal resources such as Claims, Legal, Marketing, Technology, and other teams to support clients throughout the full account lifecycle.
  • Maintain accurate policy, renewal, and payment records while staying current on personal lines products, regulatory requirements, and market trends.
  • Collaborate with producers, service teams, and regional offices to ensure alignment on processes, workflows, and client strategies; travel to clients or carrier partners as needed.
  • Continuously identify opportunities to improve workflows, efficiency, and overall client experience while supporting special projects and client‑specific initiatives.

Credentials:

  • High School diploma or GED required.
  • Two or four-year degree preferred.
  • P&C license required
  • Experience working in personal lines insurance required
  • Private client experience required
  • One year of experience with agency management system or CRM preferred, preferably EPIC.
  • Proficient with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
  • Prior customer service experience required.

Skills:

  • Strong organizational and time management skills
  • Ability to prioritize workload
  • Extremely accurate and detail-oriented
  • Strong and professional verbal and written communication skills
  • Strong problem-solving skills
  • Understand and maintain fiduciary responsibility for company and client
  • Ability to work independently
  • Strategic thinking
  • Relationship management 
  • Strong work ethic


In compliance with Colorado’s Equal Pay for Equal Work Act (EPEWA) and the Illinois Pay Transparency Law, we are disclosing the compensation, or a range thereof, for this role since it could be performed in Colorado or Illinois.

  • Hiring Range: This position is an Exempt role with a compensation of $65,000-100,000 with monthly bonus opportunities. The pay will vary depending on your location, skills, and experience.


Why TrueNorth?

We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture.

TrueNorth is honored to be recognized by the Corridor Business Journal as one of the Coolest Places to Work!

Click here to view a video about TrueNorth's Core Values & what they mean to us.

TrueNorth makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.

Apply today!