ZipRecruiter

Log In

1

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

Fifth Third Bank

Senior Trust Advisor

Raleigh, NC · On-site

$132K - $133K/yr

The Senior Trust Advisor partners closely with the Private Bank team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client ...

Fifth Third

Senior Trust Advisor

Raleigh, NC

$132K - $133K/yr

The Senior Trust Advisor partners closely with the Private Bank team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client ...

Baird Capital

Client Specialist

Chapel Hill, NC · On-site

... Advisors. You'll be at the heart of the client experience--coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...

Robert W Baird & Co

Client Specialist

Chapel Hill, NC · On-site

... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...

Baird

Client Specialist

Chapel Hill, NC · On-site

... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...

previous pagenext page

Showing results 21-40

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 Aug 8, 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 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 August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 12% Part Time, and 8% Contract. Highlights an 74% Physical, 3% Hybrid, and 23% Remote job distribution, with an average salary of $58,365 per year, or $28.1 per hour.

Account Advisor, Private Client Services

Independent Insurance Agents of North Carolina

Raleigh, NC • On-site

$45K - $65K/yr

Full-time

Re-posted 4 days ago

Job description

STATUS: Exempt
JOB SUMMARY:
Servicing, retention, and rounding of Personal Insurance accounts. Responsible for all service-related activities within the book of business. The candidate will work directly with producers, clients, and prospects to ensure comprehensive coverage according to agency procedures and standards.
PRIMARY RESPONSIBILITIES:
  • Manage all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, cancellations, certificates, binders, billing, follow-up, and correspondence on assigned accounts in accordance with the Agency's procedures and timelines.
  • Service personal lines accounts in a manner that eliminates gaps in coverage, thus reducing E&O exposure.
  • Coordinate expirations so as to contact clients and obtain renewal information on assigned accounts in accordance with the Agency's timelines and procedures.
  • Prepare quotations, coverage summaries and comparisons, proposals, and recommendations needed to ensure clients' and prospects' understanding of coverage.
  • If necessary, obtain information, deliver, and/or present quotes to clients out of the office.
  • Review new applications for underwriting acceptability, completion, and accuracy.
  • Review new business, renewals, and endorsements to insure items were received as requested and processed accurately.
  • Survey policy coverage and identify and work cross-selling and upgrading opportunities.
  • Actively work toward helping producer(s) achieve assigned new business sales goals.
  • Maintain client files on the agency management system(s) and use same for processing all transactions and to document conversations.
  • Effectively utilize all carrier websites or programs required to quote or maintain policies for clients or prospects.
  • Maintain an effective suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.

• Participate in seminars and other training to maintain required licenses and to develop knowledge and skills.
• Participate in special projects and perform other duties as requested.
PERSONAL AND ORGANIZATIONAL DEVELOPMENT:
• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of
transactions and other responsibilities
• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts
• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
• Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency
KNOWLEDGE, SKILLS, AND ABILITIES:
• Working knowledge of personal lines coverages and policies
• High School education or equivalent with a minimum of 3 years' insurance
• Completion of AAI, CIC or CISR designation preferred
• Property & Casualty Insurance License
• Ability to analyze complex insurance situations, needs, and options and communicate these options both verbally and in writing in a clear, concise manner
• Ability to understand written and oral communication, and interpret abstract information.
• Advanced Knowledge of insurance markets and reference to markets
• Knowledge of insurance rating and underwriting procedures
• Ability to carry out complex tasks with many concrete and abstract variables.
• Strong computer skills with and familiarity with tools such as Outlook, Excel, Word, and AMS360
• Ability to manage complex projects simultaneously
• Ability to work independently and take the lead on all elements of client servicing when necessary
• Negotiation and presentation skills
WORKING CONDITIONS:
• Fast-paced environment
• Large number of multiple steps in a complex system performed with accuracy and speed is essential to the successful completion of tasks
Any other duties as requested
Applicants will be tested
Compensation: $45,000.00 - $65,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice!
IIANC's members are Trusted Choice® independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

Apply