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Private Client Advisor 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 ...

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

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 ...

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

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 ...

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 ...

Keybank

Associate Private Client Advisor

Olympia, WA

Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients ...

Keybank

Assoc. Private Client Advisor

Dresher, PA

$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

Associate Private Client Advisor

Yakima, WA

$80K/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 ...

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Private Client Advisor information

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$65.5K

How much do private client advisor jobs pay per year?

As of Jun 6, 2026, the average yearly pay for private client advisor in the United States is $60,045.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $64,500.00 per year, depending on experience, location, and employer.

What Is a Private Client Advisor?

A private client advisor is a financial professional who works directly with clients on behalf of a banking institution or investment firm. As a private client advisor, your job duties include identifying strategies and services beneficial to clients’ wealth management, managing complex portfolios of assets, and ensuring that all financial dealings are done within legal and regulatory frameworks. A career as a private client advisor requires you have some qualifications and post-secondary education, generally a bachelor’s degree in business, finance, or a related field, as well as several years of experience working in a financial institution, preferably in an advisory capacity. Strong interpersonal and communication skills are a must, as forming a strong working relationship with clients is necessary for building large client networks.

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 in-depth financial knowledge, wealth management experience, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as Series 7 and 66. Familiarity with financial planning software, portfolio management tools, and CRM systems is expected. Exceptional interpersonal skills, discretion, and the ability to build trust with high-net-worth clients set top performers apart. These capabilities are crucial for delivering personalized financial advice, fostering long-term client relationships, and ensuring regulatory compliance.

How does a Private Client Advisor typically collaborate with other financial professionals within a firm?

Private Client Advisors often work closely with a team of specialists, including portfolio managers, tax advisors, trust officers, and estate planners to deliver comprehensive wealth management solutions. Regular collaboration involves coordinating investment strategies, discussing client objectives, and ensuring a unified approach to complex financial needs. Effective communication and teamwork are essential, as advisors must integrate input from various experts to provide personalized recommendations and seamless client experiences.

What is a Private Client Advisor?

A Private Client Advisor is a financial professional who provides personalized investment, banking, and wealth management services to high-net-worth individuals or families. They assess clients’ financial goals, create tailored strategies, and offer advice on topics like investments, estate planning, and tax efficiency. Private Client Advisors typically work for banks, wealth management firms, or investment companies, building lasting relationships with clients to help grow and protect their assets. Their role combines financial expertise with a high level of customer service to address the unique needs of affluent clients.

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

AspectPrivate Client AdvisorFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often preferred
Work EnvironmentPrivate banks, wealth management firms, high-net-worth client settingsFinancial planning firms, banks, independent practices
Employer & IndustryWealth management, private banking, luxury financial servicesFinancial services, investment firms, banks
Search & Comparison IntentHigh-net-worth client services, personalized wealth managementGeneral financial planning, investment advice

Private Client Advisors focus on personalized wealth management for high-net-worth clients within private banking or wealth management firms. Financial Advisors serve a broader client base, providing investment and financial planning advice across various settings. While both roles require similar certifications and work in the financial industry, Private Client Advisors typically work with more affluent clients in exclusive environments.

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What are popular job titles related to Private Client Advisor jobs? For Private Client Advisor jobs, the most frequently searched job titles are:
Private Client Advisor jobs near you
Infographic showing various Private Client Advisor job openings in the United States as of May 2026, with employment types broken down into 2% Locum Tenens, 2% As Needed, 62% Full Time, 20% Part Time, and 14% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $60,045 per year, or $28.9 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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