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Private Client Associate Jobs in Indiana (NOW HIRING)

Deloitte

Tax Senior - Private Wealth

Indianapolis, IN

$77K - $96K/yr

... assist in client meetings on compliance and consulting projects related to tax planning ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...

Alliance Animal Health

Associate Veterinarian

Avon, IN · On-site

Together we create the best plan for our client's pets and families. We're looking for a full-time ... Our private practice plus model allows you an opportunity to practice with true medical autonomy.

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Private Client Associate information

See Indiana salary details

$27.2K

$48.8K

$89.1K

How much do private client associate jobs pay per year?

As of Jul 11, 2026, the average yearly pay for private client associate in Indiana is $48,831.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,747.00 and $61,870.00 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
Private Wealth Advisor, Assoc

Private Wealth Advisor, Assoc

Old National Bank

Terre Haute, IN • On-site

$42K - $48K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 8 days ago

Old National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 37 frontline employees who took The Breakroom Quiz

51st of 148 rated banks

Job description

Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking an Associate Private Wealth Advisor to join a fast-growing team of Senior Wealth Advisors. The candidate will be expected to develop new client relationships and help cultivate existing ones. They will provide sound financial advice, make investment recommendations, and create, present, and help implement client's goal-based financial plans. They may also collaborate with specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, RPS Administrators, and Philanthropy Officers, as appropriate.
Salary Range
The salary range for this position is $42,000 - $48,000 / plus commision per year. Final salary will be determined based on factors such as location, experience, skills and qualifications.
Key Accountabilities
Manage a portfolio of client relationships:
  • Including, but not limited to regular client meetings to review and update client goals, financial information, and investments.
  • Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
  • Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.

Provide Advice to clients through Financial Planning:
  • Be able to prepare a financial plan to address the client's personal goals and objectives while collaborating with our dedicated financial planning team as needed.

Prospect and develop new wealth business opportunities:
  • Foster productive relationships with Consumer and Commercial business partners.
  • Work closely with Private Bankers to deliver a team-based approach to developing and expanding wallet share with existing and prospective wealth relationships.
  • Develop partnerships with centers of influence outside of the bank.

Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
  • Consistently researching and developing subject matter expertise to consult clients appropriately.
  • Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
  • Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.

Key Competencies for Position
  • Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
  • Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
  • Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
  • Collaboration - Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives.
  • Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
  • Client Service - Provide impeccable service to create a superior client experience.

Qualifications and Education Requirements
  • Bachelor's degree in Finance, Business, or related field, preferred.
  • 3 years of retail or institutional wealth/investment experience preferred.
  • Must possess strong relationship building skills including verbal and written communication skills.
  • Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals.
  • Must possess excellent sales and closing skills.
  • Series 6 or 7 licenses to sell brokerage products.
  • State Life and Health Insurance Licenses, preferred.
  • CFP, MBA, or Professional designation(s) preferred.
  • Ability to build and develop a robust sale pipeline.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!

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