ZipRecruiter

Log In

1

Private Client Advisor Jobs in Georgia (NOW HIRING)

Northern Trust

Private Wealth Director

Atlanta, GA · On-site

The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory and Private Client Advisory segments. This role serves as a trusted, strategic advisor and coordinator ...

Northern Trust

Private Wealth Director

Atlanta, GA · On-site

The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory and Private Client Advisory segments. This role serves as a trusted, strategic advisor and coordinator ...

Northern Trust

Private Wealth Director

Atlanta, GA · On-site

The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory and Private Client Advisory segments. This role serves as a trusted, strategic advisor and coordinator ...

Aprio

Tax Manager, Private Client

Atlanta, GA · On-site +1

$98K - $164K/yr

Client Planning & Consulting: * Lead tax planning engagements for individuals and small business ... Advise clients on financial planning strategies, including asset protection, succession planning ...

First Citizens Bank

Private Banker

Alpharetta, GA · On-site

Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience. This position may be filled as a Private Banker I ...

US Bank

PWM Private Wealth Advisor

Atlanta, GA · On-site

$140K - $175K/yr

The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... The PWA uses familiarity with client circumstances alongside a broad knowledge of investments ...

U.S. Bank

PWM Private Wealth Advisor

Atlanta, GA · On-site

$140K - $175K/yr

The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... The PWA uses familiarity with client circumstances alongside a broad knowledge of investments ...

First Citizens Bank

Private Banker

Alpharetta, GA · On-site

Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience. This position may be filled as a Private Banker I ...

First Citizens Bank

Private Banker

Alpharetta, GA · On-site

Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience. This position may be filled as a Private Banker I ...

previous page

Showing results 41-60

All JobsPrivate Client Advisor JobsPrivate Client Advisor Jobs in Georgia

Private Client Advisor information

See Georgia salary details

$9.3K

$50.7K

$55.3K

How much do private client advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for private client advisor in Georgia is $50,701.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,100.00 and $54,500.00 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 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.

More about Private Client Advisor jobs

What are popular job titles related to Private Client Advisor jobs in Georgia?

For Private Client Advisor jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Private Client Advisor jobs in Georgia look for?

The top searched job categories for Private Client Advisor jobs in Georgia are:

What cities in Georgia are hiring for Private Client Advisor jobs?

Cities in Georgia with the most Private Client Advisor job openings:

What are popular job titles related to Private Client Advisor jobs in GA?

For Private Client Advisor jobs in GA, the most frequently searched job titles are:

Private Client Advisor jobs near you
Infographic showing various Private Client Advisor job openings in Georgia as of August 2026, with employment types broken down into 88% Full Time, 8% Part Time, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $50,701 per year, or $24.4 per hour.

Asset Management - Client Advisor - RIA Channel - Southeast

JPMorgan Chase & Co.

Atlanta, GA • On-site, Remote

$85K - $100K/yr

Full-time

Medical, Retirement

Posted 12 days ago

Key responsibilities

  • Lead and expand relationships with clients, focusing on Registered Investment Advisors, Private Banks, Trust Companies, and Multi-Family Offices.

  • Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management.

  • Organize and lead client meetings, presentations, and events within the territory.

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description


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 Institutional Advisor Channel, you will cover the Southeast serving Registered Investment Advisors, Private Banks, Trust Companies, and Multi-Family Offices. 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 clients, focusing on Registered Investment Advisors, Private Banks, Trust Companies, and Multi-Family Offices.
  • 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, preferably in an institutional or advisory setting.
  • 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.
  • Innovation mindset and adaptability to change.
  • Emotional intelligence and strong interpersonal skills.

Additional Information:
This role requires regular travel within the Southeast.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply