This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: · Manage ...
Quick apply
This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: · Manage ...
Private Client Advisor
San Francisco, CA · On-site
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
Quick apply
Private Client Advisor
San Francisco, CA · On-site
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
Private Client Advisor
San Francisco, CA · On-site
$52K - $98K/yr
... 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 ...
Private Client Advisor
San Francisco, CA · On-site
$52K - $98K/yr
... 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 ...
Private Client Advisor
San Francisco, CA · On-site
$90K - $110K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
Private Client Advisor
San Francisco, CA · On-site
$90K - $110K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
$52K - $98K/yr
As our Private Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to ...
$52K - $98K/yr
As our Private Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to ...
Private Client Advisor
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Private Client Advisor
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Private Client Advisor
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Private Client Advisor
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Private Client Advisor
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Private Client Advisor
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Private Client Advisor
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Private Client Advisor
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Private Client Advisor
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Private Client Advisor
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Private Client Advisor
San Diego, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Private Client Advisor
San Diego, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
Walnut Creek, CA · On-site
$100K - $275K/yr
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
Walnut Creek, CA · On-site
$100K - $275K/yr
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
Ontario, CA · On-site
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
Ontario, CA · On-site
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
Los Angeles, CA · On-site
$100K - $275K/yr
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
Los Angeles, CA · On-site
$100K - $275K/yr
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
Palo Alto, CA · On-site
$100K - $275K/yr
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
Palo Alto, CA · On-site
$100K - $275K/yr
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
Walnut Creek, CA · On-site
$100K - $275K/yr
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
Walnut Creek, CA · On-site
$100K - $275K/yr
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
San Diego, CA · On-site
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
San Diego, CA · On-site
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
San Diego, CA · On-site
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor II
San Diego, CA · On-site
... Private Bank and the bank's capabilities and services to meet specific client needs. Job ... Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ...
Private Client Advisor information
See California salary details
$10.9K - $15.7K
0% of jobs
$15.7K - $20.6K
0% of jobs
$20.6K - $25.5K
0% of jobs
$25.5K - $30.4K
0% of jobs
$30.4K - $35.3K
0% of jobs
$35.3K - $40.2K
0% of jobs
$40.2K - $45.1K
0% of jobs
$49K is the 25th percentile. Wages below this are outliers.
$45.1K - $50K
31% of jobs
$50K - $54.9K
0% of jobs
$54.9K - $59.8K
0% of jobs
The median wage is $61.1K / yr.
$59.8K - $64.6K
69% of jobs
$10.9K
$59.3K
$64.6K
How much do private client advisor jobs pay per year?
As of Aug 28, 2026, the average yearly pay for private client advisor in California is $59,259.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $63,700.00 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?
| Aspect | Private Client Advisor | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often preferred | CFP, CFA, or similar certifications often preferred |
| Work Environment | Private banks, wealth management firms, high-net-worth client settings | Financial planning firms, banks, independent practices |
| Employer & Industry | Wealth management, private banking, luxury financial services | Financial services, investment firms, banks |
| Search & Comparison Intent | High-net-worth client services, personalized wealth management | General 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.
More about Private Client Advisor jobs
What are popular job titles related to Private Client Advisor jobs in California?
For Private Client Advisor jobs in California, the most frequently searched job titles are:
What job categories do people searching Private Client Advisor jobs in California look for?
The top searched job categories for Private Client Advisor jobs in California are:
What cities in California are hiring for Private Client Advisor jobs?
Cities in California with the most Private Client Advisor job openings:
What are popular job titles related to Private Client Advisor jobs in CA?
For Private Client Advisor jobs in CA, the most frequently searched job titles are:
Private Client Advisor
Los Angeles, CA
International Search Consultants
Full-time
Re-posted 7 days ago
Job description
Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment.
Responsibilities:
· Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
· Develop new business through independent means, collaboration with other departments, senior management, and professional networking.
· Delegate work efficiently to Client Advisory support professionals.
· Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service.
· Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets.
· Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades.
· Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
· Contribute actively to internal committees as part of the senior team.
Requirements:
· Bachelor’s degree required; advanced degree (MBA or JD) highly preferred.
· Professional certifications such as CTFA, CFP, CFA, or CPA.
· Minimum of 8 years of Trust and Estate Planning experience.
· Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients.
· Proven business development experience within the UHNW space.
· Proficiency in legal documents related to trusts, estate planning, and finance.
· Established local and regional network of accounting and legal professionals.
Rewards:
· High visibility to internal executives with opportunities for position expansion and continued professional development.
· Competitive base salary, bonus, and compensation structure with excellent benefits.
· Rewarding culture within a client-focused, family-oriented firm.
If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client.