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Private Client Associate Jobs in Washington (NOW HIRING)

5 Legal

Private Client Associate

Washington, DC · On-site

A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...

New

5 Legal

Private Client Associate

Washington, DC

A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...

5 Legal

Private Client Associate

Washington, DC · On-site

A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...

Posted today

Potomac Partners

Tax Associate, 14530

Washington, DC · On-site

$66K - $88K/yr

The Private Client Tax Associate reports to the Head of Fiduciary Tax Services and will be responsible for supporting the Strategic Advisory Team's initiatives. The primary duties and ...

Potomac Partners

Tax Associate, 14530

Washington, DC · On-site

$66K - $88K/yr

The Private Client Tax Associate reports to the Head of Fiduciary Tax Services and will be responsible for supporting the Strategic Advisory Team's initiatives. The primary duties and ...

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Private Client Associate information

See Washington salary details

$31.1K

$55.9K

$102K

How much do private client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for private client associate in Washington is $55,928.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,651.00 and $70,861.00 per year, depending on experience, location, and employer.

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.

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.
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Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Washington 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 $55,928 per year, or $26.9 per hour.

Private Client Associate

5 Legal

Washington, DC • On-site

Full-time

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

Job description

A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic and international estate, gift and income tax planning (including generation-skipping transfer tax planning, charitable planning and preparation of gift and estate tax returns). Excellent writing, researching, and analytical skills, along with a strong academic background and must be a member of the DC bar or eligible to waive-in. #J-18808-Ljbffr

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