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Private Client Advisor information

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$10.3K

$56K

$61K

How much do private client advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for private client advisor in Arizona is $55,955.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,300.00 and $60,100.00 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 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 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 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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The top searched job categories for Private Client Advisor jobs in Arizona are:

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Private Client Advisor jobs near you
Infographic showing various Private Client Advisor job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 10% Part Time, 2% Temporary, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $55,955 per year, or $26.9 per hour.

Asset Management - Client Advisor - Chase Wealth Management Channel - Southwest Region

Chase

Phoenix, AZ • On-site

$150K - $151K/yr

Other

Posted 4 days ago

Chase Bank rating

8.1

Company rating: 8.1 out of 10

Based on 156 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

Client Advisor In The Chase Wealth Management Channel

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.

As a Client Advisor in the Chase Wealth Management Channel, you will cover the Southwest portion of the United States, focused exclusively on Private Client Advisors and local field leaders at CWM. You will lead an Integrated Client Team to deliver J.P. Morgan's investment solutions—including ETFs, mutual funds, separately managed accounts, and alternatives—while communicating our market views and portfolio insights. You will build lasting client relationships, act as a trusted solutions provider, and collaborate closely with internal partners to drive success.

Job Responsibilities:

  • Lead and expand relationships with Regional Directors of Wealth, Market Directors of Wealth, and Private Client Advisors.
  • Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management.
  • Communicate J.P. Morgan's perspectives on markets, retirement, and portfolio construction through established programs and thought leadership.
  • Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
  • Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
  • Demonstrate a solutions-oriented, consultative approach to client engagement.
  • Organize and lead client meetings, presentations, and events within the territory.
  • Manage time and resources efficiently, ensuring effective coverage and support for all clients.
  • Uphold J.P. Morgan's values of integrity, excellence, and partnership in all interactions.
  • Travel regularly within the assigned territory to meet with clients and prospects.

Required qualifications, capabilities and skills:

  • Bachelor's degree required.
  • Series 7 & 63 securities licenses.
  • Proven experience in client relationship management.
  • Strong communication, presentation, and interpersonal skills.
  • Demonstrated ability to work collaboratively within a team structure.
  • High level of professionalism, organization, and discipline.
  • Willingness to travel weekly within the assigned territory.
  • Consultative mindset with a focus on delivering client-centric solutions.
  • Commitment to J.P. Morgan's values and a drive for excellence.

Preferred qualifications, capabilities and skills:

  • Experience in wholesaling (internal or external) is preferred.
  • Client relationship management in an institutional or advisory setting.
  • Innovation mindset and adaptability to change.
  • Emotional intelligence and strong interpersonal skills.

Additional Information: This role requires regular travel within Southwest part of the United States.

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