Los Angeles, CA · On-site
$140K - $200K/yr
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 ...
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Los Angeles, CA · On-site
$140K - $200K/yr
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
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 ...
Sacramento, 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.
Sacramento, 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.
$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.
$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.
$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.
$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.
Los Angeles, 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.
Los Angeles, 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.
Santa Barbara, 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.
Santa Barbara, 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.
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.
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 ...
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 ...
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 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 ...
New
... 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 ...
New
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
$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
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.
| 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.
For Private Client Advisor jobs in California, the most frequently searched job titles are:
The top searched job categories for Private Client Advisor jobs in California are:
Cities in California with the most Private Client Advisor job openings:
For Private Client Advisor jobs in CA, the most frequently searched job titles are:
$140K - $200K/yr
Full-time
Re-posted 23 hours ago
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.
