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Private Client Associate Jobs in Connecticut (NOW HIRING)

BDO

Tax Manager, Private Client Services

Stamford, CT · On-site

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch ... Supervises associates and senior associates on all projects * Reviews work prepared by associates ...

Gallagher

Client Service Manager II

Danbury, CT

As a Private Client Service Manager at Gallagher, you'll be the trusted advisor for High Net Worth ... Coach and mentor Client Service Managers and Associates, fostering continuous learning and ...

MHR Lewis US LLC

Associate Attorney

Stamford, CT · On-site

We are looking for a Junior to Mid-Level Associate who doesn't just want to "bill hours," but wants ... Lead and support corporate formations, structuring, private client matters, and real estate ...

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Connecticut

Private Client Associate information

See Connecticut salary details

$29.1K

$52.3K

$95.3K

How much do private client associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for private client associate in Connecticut is $52,278.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,129.00 and $66,237.00 per year, depending on experience, location, and employer.

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 skills and qualifications are needed to thrive as a private client associate?

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 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.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

What are popular job titles related to Private Client Associate jobs in Connecticut?

For Private Client Associate jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Connecticut look for?

The top searched job categories for Private Client Associate jobs in Connecticut are:

What cities in Connecticut are hiring for Private Client Associate jobs?

Cities in Connecticut with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Connecticut as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $52,278 per year, or $25.1 per hour.

Private Client Trusts & Estates Associate Attorney Stamford, CT

Direct Counsel

Stamford, CT • Hybrid

Full-time

Re-posted 22 days ago

Job description

Private Client Trusts & Estates Associate Attorney – Stamford, CT

Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a leading East Coast law firm in Stamford, Connecticut.

This is an excellent opportunity for an attorney with 4+ years of trusts and estates experience to work in a sophisticated, high-net-worth private client practice handling estate planning, trust and estate administration, charitable giving, and tax-efficient family wealth transfer strategies.

Location

Stamford, Connecticut

Position Overview

The ideal candidate will have:

  • Minimum of 4 years of demonstrated estate planning and estate/trust administration experience
  • Knowledge of relevant state and federal tax laws
  • Experience working with high-net-worth individuals and families
  • Experience with charitable giving, retirement asset planning, and family wealth transfer strategies, including estate, tax, business succession, and asset protection planning

The firm offers a hybrid work environment allowing attorneys to work remotely two days per week.

Key Responsibilities
  • Advise clients on high-net-worth estate planning strategies
  • Draft and implement:
    • Wills and revocable/irrevocable trusts
    • Family succession and wealth transfer structures
    • Estate and fiduciary administration documents
  • Counsel clients on tax-efficient wealth transfer strategies
  • Support charitable and philanthropic planning
  • Collaborate with tax advisors, financial planners, and other multidisciplinary teams
  • Engage with clients on estate, business succession, and asset protection planning
Qualifications
  • JD from an accredited law school
  • Minimum 4 years of trusts and estates experience
  • Strong drafting, technical, and client counseling skills
  • Excellent written and verbal communication
  • Team-oriented and collaborative
  • Connecticut bar admission required, or willingness to become admitted
  • Admission to New York, New Jersey, Massachusetts, Florida, or Rhode Island bars is a plus
Why This Opportunity

This position offers exposure to high-net-worth private client work in a nationally recognized platform, providing both estate planning and trust administration experience in a collaborative and mentoring-focused environment. It is ideal for attorneys looking to expand their expertise in sophisticated trusts and estates matters within a premier East Coast practice.