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Private Client Associate Jobs in Arizona (NOW HIRING)

PNC Bank

Client Onboarding Associate

Phoenix, AZ · Hybrid

As a Client Onboarding Specialist within PNC's Private Bank organization, you will be based in Phoenix, AZ. The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and ...

Pwc

Tax Senior Associate - Private Companies

Phoenix, AZ

$77K - $214K/yr

As a Senior Associate, you will build meaningful client connections, manage and inspire others, and ... private companies - Reviewing and preparing tax returns to support clients in meeting their tax ...

PNC Bank

Client Service Associate

Phoenix, AZ

$14.50 - $19.75/hr

As a Client Service Associate within PNC's Private Bank organization, you will be based in Houston, TX or Phoenix, AZ. PNC is an in-office company that fosters a supportive culture where employees ...

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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 Jul 18, 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 is the role of a client associate?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and assisting with client communications. They often handle administrative tasks, ensure compliance, and use financial software to maintain client records, requiring strong organizational and communication skills.

How much do private client investment associates make?

Private Client Associates typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client management and investment knowledge.

What is a CSA at Morgan Stanley's salary?

A Client Service Associate (CSA) at Morgan Stanley typically earns a base salary ranging from $50,000 to $70,000 annually, depending on experience and location. Additional compensation may include bonuses and benefits, with opportunities for advancement in client service and financial knowledge.

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.

What does a private client associate do?

A private client associate supports wealth management teams by managing client accounts, preparing financial documents, and assisting with investment transactions. They often communicate with clients, coordinate with advisors, and use financial software to ensure smooth service delivery.
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Private Client Associate jobs near you
Associate Private Wealth Advisor

Associate Private Wealth Advisor

The Bahnsen Group LLC

Phoenix, AZ • On-site

Other

Medical, Dental, Vision, Retirement

Re-posted 15 days ago

Job description

ABOUT At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. The firm manages over $9.7 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix, AZ office. This is a client-facing position focused on providing financial and investment advice. This is a client-facing position focused on providing financial and investment advice. This role starts as a hybrid position between financial planning and relationship management as an advisor. The vision is for this individual to become a Private Wealth Advisor within 24 months of their start date. RESPONSBILITIES Assist in plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor Group Serve as the dedicated financial planner to the Phoenix Private Wealth Advisors Utilization of e*Money financial planning software Supporting client administrative needs around e*Money Ability to create robust financial plans and formulate recommendations for clients After training and development (target 2-4 months): Enter into client advisory role whereby business development and relationship management are expanded QUALIFICATIONS 4-10 years of work experience (preferably in financial services or an RIA) Expectation of growing into a Private Wealth Advisor in the coming years Strong interest in pursuing the CFP® credential (preferably already has a CFP® or has already started the process but does not need to have the designation for hire) A strong understanding of financial planning concepts – tax, estate, retirement, insurance, cash flow planning, etc. Accurate, organized, and highly detail-oriented An effective communicator who is highly responsive and can provide thoughtful advice to clients CONSIDERATION Salary commensurate with experience Full benefits package including medical, dental, vision, and disability 401(k) plan with employer contribution of 3% of compensation

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