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Private Client Associate Jobs in Arizona (NOW HIRING)

Busey Bank

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

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 ...

Forvis Mazars

Manager, Tax - Private Client - 2236745

Tempe, AZ · On-site

$106.30K - $139.40K/yr

The Private Client Tax Manager serves as a trusted advisor and member of various client service ... Reviewing and managing projects prepared by tax associates and seniors * Effectively delegating ...

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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 May 29, 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 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.

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 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:
Private Client Associate jobs near you
J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH

J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH

Chase

Tempe, AZ

$14 - $19.50/hr

Other

Posted 14 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 466 frontline employees who took The Breakroom Quiz

45th of 141 rated banks

Job description

Private Client Investment Associate

If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.

As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role.

Job responsibilities

  • Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
  • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
  • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
  • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
  • Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
  • Prioritize daily work, track progress for current work, and consistently meet deadlines
  • Maintain and foster team culture

Required qualifications, capabilities, and skills

  • A valid and active Series 7 license
  • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
  • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment

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