ZipRecruiter

Log In

1

Private Client Associate Jobs in Arizona (NOW HIRING)

Burns & Wilcox

Underwriter, Private Client

Scottsdale, AZ · On-site

$85K - $125K/yr

Lead, train, and develop Assistant and Associate Underwriters Qualifications * Bachelor's degree or ... Previous experience with private client carriers and clients is beneficial * Proven written, verbal ...

Burns & Wilcox

Underwriter, Private Client

Scottsdale, AZ · On-site

$85K - $125K/yr

Lead, train, and develop Assistant and Associate Underwriters Qualifications * Bachelor's degree or ... Previous experience with private client carriers and clients is beneficial * Proven written, verbal ...

Busey

Private Banker II

Scottsdale, AZ

$105K - $140K/yr

Provide exceptional client experience by offering advised solutions and Busey partner referrals to ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

Busey Bank

Private Banker II

Scottsdale, AZ · On-site

$105K - $140K/yr

Provide exceptional client experience by offering advised solutions and Busey partner referrals to ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

next page

Showing results 1-20

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Arizona

Private Client Associate information

See Arizona salary details

$28.2K

$50.6K

$92.2K

How much do private client associate jobs pay per year?

As of Jun 27, 2026, the average yearly pay for private client associate in Arizona is $50,573.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,951.00 and $64,077.00 per year, depending on experience, location, and employer.

What does a client associate do?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and handling client communications. They often assist with onboarding, account maintenance, and ensuring compliance with industry regulations, requiring strong organizational and communication skills.

What job makes $10,000 a month without a degree?

A Private Client Associate typically earns less than $10,000 per month, but high-earning roles without a degree include sales managers, real estate brokers, or entrepreneurs in certain industries. Success in these roles often depends on experience, skills, and performance rather than formal education.

Is Associate the lowest position?

In the private client services field, the Associate role is typically an entry-level or early-career position, but it is not always the lowest. Some firms have internship or analyst roles below Associate, while others may have support or administrative roles at the entry level. Advancement often requires gaining experience, skills, and certifications such as the CFP or CFA.

How does a Private Client Associate typically collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a Private Client Associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

Is client associate entry level?

A Private Client Associate role is often considered entry-level, especially for those starting a career in wealth management or private banking. However, some positions may require prior experience or relevant certifications such as the Series 7 or Series 66, depending on the firm and responsibilities involved.
What are popular job titles related to Private Client Associate jobs in Arizona? For Private Client Associate jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Arizona look for? The top searched job categories for Private Client Associate jobs in Arizona are:
What cities in Arizona are hiring for Private Client Associate jobs? Cities in Arizona with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Arizona as of June 2026, with employment types broken down into 1% As Needed, 88% Full Time, 7% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $50,573 per year, or $24.3 per hour.
Underwriter, Private Client

Underwriter, Private Client

Burns & Wilcox

Scottsdale, AZ • On-site

$85K - $125K/yr

Other

Medical, Retirement

Posted 26 days ago

Job description

*This position is open to multiple Burns & Wilcox branch offices across the US.*

When retail agents and brokers have successful clients who require coverage for the unique, the unusual, or the unconventional, they come to the Private Client Practice at Burns & Wilcox. Our Underwriters have full underwriting authority to build and grow a profitable book of Private Client business across the US and Canada. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance career. Interested? Join our team!



Responsibilities

  • Build a growing book of profitable Private Client business
  • Manage agency relationships and serve as lead client contact
  • Provide a Best in Class customer service experience for our retail partners
  • Execute on the national marketing strategy to increase new and renewal business
  • Work within granted authority and program guidelines to underwrite submissions with a focus on creative solutions for complex insurance exposures
  • Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management
  • Monitor key metrics and implement actions to improve practice group results in new business hit ratios, renewal retention, premium and income growth, and loss ratio
  • Lead, train, and develop Assistant and Associate Underwriters



Qualifications

  • Bachelor’s degree or equivalent combination of education and experience
  • Minimum 3 years of Personal insurance underwriting experience required, excess & surplus experience preferred
  • Previous experience with private client carriers and clients is beneficial
  • Proven written, verbal and analytical skills and ability to craft unique solutions to complex problems
  • Comfortable presenting to C-Level executives and clients
  • Demonstrated proficiency in customer service, sales and marketing
  • Proven organization skills and ability with a strong attention to detail and work ethic
  • Interest in continued education and professional development; enrollment in the CPRIA designation curriculum will be expected upon hiring
  • Insurance license, CPCU, CIC or comparable designations are beneficial

Benefits:

  • Base compensation for position ranges between $85,000 to $125,000 based on qualifications
  • Flexible and hybrid options
  • Health benefits & 401K with employer match
  • Employer paid continuing education courses and designations
  • Many opportunities for career advancement


About Our Company


Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.

Equal Opportunity Employer

The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, pregnancy, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.

In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Apply