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

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 ...

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 ...

Sorren, Inc.

Director, State & Local Tax

Raleigh, NC

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... Advise clients on the state and local tax implications of mergers, acquisitions, restructurings ...

Sorren, Inc.

Tax Senior Manager

Raleigh, NC

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

First Horizon Bank

Relationship Banker- Float

Durham, NC

$16.75 - $22/hr

... Banker is a trusted advisor who engages clients in meaningful, consultative conversations to ... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ...

First Horizon Bank

Relationship Banker

Durham, NC · On-site

$18 - $23.50/hr

Monday through Friday 8:30AM to 5:30PM The Relationship Banker is a trusted advisor who engages ... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ...

First Horizon

Relationship Banker- Float

Durham, NC · On-site

$16.75 - $22/hr

... Banker is a trusted advisor who engages clients in meaningful, consultative conversations to ... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ...

First Horizon Bank

Relationship Banker

Raleigh, NC

$16.25 - $21.50/hr

Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages ... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ...

First Horizon Bank

Relationship Banker- Float

Durham, NC

$16.75 - $22/hr

... Banker is a trusted advisor who engages clients in meaningful, consultative conversations to ... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ...

First Horizon Bank

Relationship Banker

Raleigh, NC

$16.25 - $21.50/hr

Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages ... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ...

First Horizon

Relationship Banker

Raleigh, NC · On-site

$16.25 - $21.50/hr

Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages ... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ...

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Showing results 41-60

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.

Client Specialist

Baird

Chapel Hill, NC • On-site

Full-time

Posted 12 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
  • May schedule client appointments and/or conference room for appointments.
  • Assemble/generate materials including paperwork and reports for client meetings.
  • Understand and ensure business adherence with firm and financial industry regulatory policies.
  • May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
  • Seek ways to enhance FA(s) business effectiveness and marketability.
  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

What You'll Bring to Baird:
  • 2+ years of prior industry and/or administrative work experience.
  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
  • Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
  • Detail oriented with an emphasis on accuracy.
  • Strong organizational skills consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
  • Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
  • Good analytical and critical problem-solving skills.
  • Bachelor's degree preferred, not required.

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