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Private Client Associate Jobs in Florida (NOW HIRING)

Aionios LLC

Private Wealth Attorney

Sarasota, FL · On-site

$150K - $300K/yr

If you have the private client experience, academic credentials, and entrepreneurial mindset to match, we'd like to discuss this Sarasota-based Senior Associate opportunity with you in more detail.

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Private Client Associate information

See Florida salary details

$23.1K

$41.5K

$75.7K

How much do private client associate jobs pay per year?

As of Sep 13, 2026, the average yearly pay for private client associate in Florida is $41,495.00, according to ZipRecruiter salary data. Most workers in this role earn between $28,677.00 and $52,575.00 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.

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

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

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

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

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Florida as of September 2026, with employment types broken down into 83% Full Time, 12% Part Time, and 5% Contract. Highlights an 74% Physical, 3% Hybrid, and 23% Remote job distribution, with an average salary of $41,495 per year, or $19.9 per hour.

Insurance Producer, Private Client

Vero Beach, FL • Hybrid

Marsh McLennan
See more jobs at Marsh McLennanexternal

Full-time

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Company:Marsh McLennan AgencyDescription:Insurance Producer, Private Client

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 an Insurance Producer, Private Client 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 (NYSE: MRSH).

A day in the life.

Our associates have the freedom and flexibility to think and work creatively. We pride ourselves in developing innovative solutions to our client's opportunities and challenges. We provide a far superior service model that allows Producers to grow their book of business exponentially. With us, you will never feel like you've "hit the ceiling". Expertise in multiple sectors, supported by industry vertical programs, and ability to sell across all lines of business assists producers to win more opportunities.

We promote the growth of the total person, empowering each associate to utilize their unique talents and expand their abilities and expertise. We take it beyond insurance and strive to build strong, lasting relationships with our clients partnering with them as strategic advisors. We hire, train and retain associates who strive for excellence, love a challenge, and have the passion it takes to continuously earn recognition as an expert.

As our Insurance Producer on the Private Client Insurance team, you'll take part in

  • Develop a comprehensive prospecting plan, including targets and methodology for developing prospects into clients specifically related to Private Client.
  • Network centers of influence in order to develop new opportunities
  • Deliver MMA's value proposition for each opportunity and align the Agency's resources and capabilities
  • Leverage referral and targeted introductions from clients, prospects and business relationships
  • Producers at MMA are: Revenue Growth Driver, Primary Relationship Steward, Lead Strategist, Complex problem solver

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

  • High school diploma or equivalent
  • Current and Active 2-20 Florida insurance license
  • Prior B2B sales experience with consultative sales skills
  • Proficiency with MS Office, including Excel
  • Proficiency Agency Management Systems

These additional qualifications are a plus, but not required to apply:

  • Bachelor's degree or higher (specialization in Risk Management highly preferred)
  • Intellectually Curious
  • Growth Mindset
  • Ability to engage and present with the "C" Suite
  • Business Acumen/Strategic thought process
  • Proven track record in the development of new clients & retention of existing relationships
  • Embraces a culture of accountability
  • Competitive in a collaborative sales environment

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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

#MMAPCS

#MMAsales

#LI-Hybrid

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