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Private Client Associate Jobs in Virginia (NOW HIRING)

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Private Client Associate information

See Virginia salary details

$28.2K

$50.7K

$92.4K

How much do private client associate jobs pay per year?

As of May 29, 2026, the average yearly pay for private client associate in Virginia is $50,660.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,011.00 and $64,187.00 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 Virginia? For Private Client Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Virginia look for? The top searched job categories for Private Client Associate jobs in Virginia are:
What cities in Virginia are hiring for Private Client Associate jobs? Cities in Virginia with the most Private Client Associate job openings:
Private Client Associate jobs near you
Client Service Associate, Business Insurance

Client Service Associate, Business Insurance

Oliver Wyman

Mclean, VA • Hybrid

$14.75 - $20.50/hr

Other

Medical, Retirement

Posted 16 days ago

Job description

Client Support Associate

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.

As our Client Support Associate on the Business Insurance team, you will be committed to prompt, courteous, knowledgeable service to clients and colleagues. You will work closely with our Business Insurance team providing support, which includes certificates and evidence of property insurance, assisting with new business set up, processing change requests, assisting with billing, ordering loss runs and preparing loss summaries and other duties as assigned; all while maintaining the highest level of accuracy.

Our future colleague.

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

  • High school diploma required.
  • Attention to detail and ability to thrive in a fast paced environment.
  • Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

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

  • Associates or Bachelors degree preferred
  • Two (2) years Business Insurance experience
  • Property & Casualty license (or ability to obtain within 90 days).
  • Experience working with EPIC, Sagitta, and ImageRight

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 – 3 days in office presence
  • Charitable contribution match programs
  • Stock purchase opportunities

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 EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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