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Private Client Advisor Jobs (NOW HIRING)

Bank of America

Private Client Advisor II

Atlanta, GA · On-site

The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private ...

BofA Securities

Private Client Advisor II

Atlanta, GA · On-site

The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private ...

Bank of America

Private Client Advisor II

Atlanta, GA · On-site

The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private ...

Commerce Bancshares

Private Client Advisor

Wichita, KS

$72K - $85K/yr

This compensation range is for the Private Client Advisor Ijob and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location ...

Henley and Partners

Private Client Advisor

Boston, MA · On-site

$80K - $100K/yr

As a Private Client Advisor you'll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into ...

Henley and Partners

Private Client Advisor

Dallas, TX · On-site

As a Private Client Advisor you'll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into ...

Bank of America

Private Client Advisor

Houston, TX · 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 ...

Bank of America

Private Client Advisor

Houston, TX · 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 ...

Commerce Bank

Private Client Advisor

Wichita, KS · On-site

$72K - $85K/yr

This compensation range is for the Private Client Advisor I job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location ...

Bank of America

Private Client Advisor

New York, NY · 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 ...

Keybank

Private Client Advisor

Cleveland, OH

Location: 127 Public Square, Cleveland Ohio Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their ...

KeyBank

Private Client Advisor

Sandusky, OH · On-site

Location: 2532 Columbus Avenue, Sandusky Ohio Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their ...

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How much do private client advisor jobs pay per year?

As of Jul 19, 2026, the average yearly pay for private client advisor in the United States is $60,045.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $64,500.00 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 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.

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Private Client Advisor jobs near you
Senior Private Client Advisor

Senior Private Client Advisor

Marsh & McLennan Companies, Inc.

Chicago, IL • On-site

$66K - $123K/yr

Full-time

Medical, Retirement

Re-posted 18 hours ago

Job description

Company:
Marsh McLennan Agency
Description:
Senior Client Advisor
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Client Advisor at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Senior Private Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You'll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Proactive service is key here. You'll be anticipating client needs and addressing their questions-whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals, you'll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you'll be looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
  • 3 plus years' personal lines insurance experience with High-Net-Worth clientele
  • Property & Casualty (P&C) License
  • Client service orientation with balance on managing expectations.
  • Ability to travel for client and company meetings as needed

These additional qualifications are a plus, but not required to apply:
  • Bachelor's degree
  • Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
  • Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
  • Instagram
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  • LinkedIn

Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $66,000 to $123,100.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Apply