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Private Client Advisor Jobs in Raleigh, NC (NOW HIRING)

Argent Financial Group

Wealth Advisor

Raleigh, NC · On-site

Wealth Advisor General A Wealth Advisor plays a pivotal role in managing and growing relationships ... Identify and close new business development opportunities to expand the firm's client base ...

Baird

Senior Client Specialist

Raleigh, NC · On-site

You'll also drive business development by identifying growth opportunities, enhancing advisor ... Private Wealth Management technology platforms * Excellent verbal and written communication skills

TIAA

Wealth Advisor

Durham, NC · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Reviews client information, including financial statements, risk investment profile and cash ...

Sorren, Inc.

Tax Senior Manager

Raleigh, NC

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... as a key advisor to clients on tax planning strategies, transaction structuring, succession ...

Sorren, Inc.

Tax Senior Manager

Raleigh, NC · On-site

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... as a key advisor to clients on tax planning strategies, transaction structuring, succession ...

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All JobsPrivate Client Advisor JobsPrivate Client Advisor Jobs in Raleigh, NC

Private Client Advisor information

See Raleigh, NC salary details

$10.7K

$58.4K

$63.7K

How much do private client advisor jobs pay per year?

As of Jun 13, 2026, the average yearly pay for private client advisor in Raleigh, NC is $58,365.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,200.00 and $62,700.00 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 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 jobs pay 10,000 a month without a degree?

A Private Client Advisor can earn $10,000 or more per month through commissions and bonuses, especially in financial services or wealth management. Success in such roles often depends on sales skills, client relationships, and industry experience rather than formal degrees.

How much do JP Morgan private client advisors make?

Private Client Advisors at JP Morgan typically earn a base salary ranging from $70,000 to $120,000 annually, with total compensation often including bonuses that can significantly increase earnings based on performance. Experienced advisors with a strong client base can earn well over $200,000 per year. Compensation varies depending on experience, location, and client assets under management.

What does a private client advisor do?

A private client advisor provides personalized financial advice and wealth management services to high-net-worth individuals. They assess clients' financial goals, develop investment strategies, and may coordinate with other professionals like estate planners or tax advisors to optimize clients' financial plans.

Can financial advisors make $500,000 a year?

Private Client Advisors can earn $500,000 or more annually, especially with high-net-worth clients, commissions, and bonuses. Achieving this level typically requires extensive experience, strong client relationships, and often certifications like the CFP or CFA. Income varies based on location, firm size, and individual performance.

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 Raleigh, NC? For Private Client Advisor jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Private Client Advisor jobs in Raleigh, NC look for? The top searched job categories for Private Client Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Private Client Advisor jobs? Cities near Raleigh, NC with the most Private Client Advisor job openings:
Private Client Advisor jobs near you
Infographic showing various Private Client Advisor job openings in Raleigh, NC as of June 2026, with employment types broken down into 4% As Needed, 40% Full Time, 32% Part Time, and 24% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $58,365 per year, or $28.1 per hour.

Personal Risk Advisor

USI Holdings Corporation

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

Description and Requirements
General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.
Job Description
  • Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with centers of influence (COIs) and trusted advisors to financially successful families.
  • Attract new clients to Private Risk that meet the minimum client profile standards.
  • Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices
  • Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team.
  • Prepare and executes strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence and being a thought leader within the wealth management industry.
  • Deliver targeted profitable revenue growth through new revenue generation and client retention strategies in partnership with a client service team
  • Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs.
  • Create & deliver professional presentations and proposals to internal and external clients and prospects illustrating the USI value proposition, industry trends and customized insurance solutions.
  • Position value added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit
  • expertise is maintained at the highest levels.
  • Gain and develop knowledge of industry trends as well as advise and influence development of innovative, bespoke solutions in response to client needs.
  • Engage, introduce and position value-added third-party subject matter experts in response to client needs.

Knowledge, Skills and Abilities:
  • 5+ years of High Net Worth sales experience
  • Excellent verbal, written, and interpersonal communication skills
  • Excellent presentation skills
  • Solid conflict resolution capabilities
  • Microsoft Office program proficiency
  • Ability to work effectively in a team environment where strong independent thinking skills are important
  • Ability to delegate effectively
  • Established network of COI's and a proven track record of sales success
  • Must possess a current P&C License

Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Premier Sales Rewards, Industry-Leading Programs, and RecognitionIn addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
  • Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
  • Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.

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