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Private Client Associate Jobs in Washington (NOW HIRING)

B.F. Saul Company

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

Chevy Chase Trust is a privately owned investment think tank offering independent and highly ... Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

Chevy Chase Trust is a privately owned investment think tank offering independent and highly ... Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ...

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Washington

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 Jun 17, 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.

What does a client associate do?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and handling client communications. They often assist with onboarding, account maintenance, and ensuring compliance with industry regulations, requiring strong organizational and communication skills.

What job makes $10,000 a month without a degree?

A Private Client Associate typically earns less than $10,000 per month, but high-earning roles without a degree include sales managers, real estate brokers, or entrepreneurs in certain industries. Success in these roles often depends on experience, skills, and performance rather than formal education.

Is Associate the lowest position?

In the private client services field, the Associate role is typically an entry-level or early-career position, but it is not always the lowest. Some firms have internship or analyst roles below Associate, while others may have support or administrative roles at the entry level. Advancement often requires gaining experience, skills, and certifications such as the CFP or CFA.

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.

Is client associate entry level?

A Private Client Associate role is often considered entry-level, especially for those starting a career in wealth management or private banking. However, some positions may require prior experience or relevant certifications such as the Series 7 or Series 66, depending on the firm and responsibilities involved.
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Private Client Associate jobs near you

Private Equity Associate Attorney

Direct Counsel

Washington, DC • On-site

$310K - $365K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 23 days ago

Job description

Private Equity Associate Attorney
Location: Boston, Denver, Washington, D.C., Los Angeles (Santa Monica), New York, Reston, San Francisco
Practice Area: Private Equity

Direct Counsel is seeking a Private Equity Associate to join a top Am Law 50 firm. This role offers the opportunity to work with private equity sponsors and portfolio companies in a highly regarded corporate practice.

Key Responsibilities:
  • Transaction Management – Oversee private equity and M&A transactions from inception to closing.
  • Drafting & Negotiation – Prepare and negotiate purchase agreements, merger agreements, LLC and LP agreements, and other transaction documents.
  • Client Advisory – Act as a strategic advisor, collaborating closely with clients on deal execution.
  • Project Leadership – Manage deal workflow and coordinate across multiple teams in a fast-paced environment.
Qualifications:
  • 4-5 years of private equity and M&A experience at a top law firm.
  • Strong drafting, negotiation, and analytical skills.
  • Ability to work closely with client business teams in a collaborative setting.
  • Excellent academic credentials and large law firm experience required.
Compensation & Benefits:
  • Salary Range: $310,000 - $365,000 (Final offer based on experience and location).
  • Comprehensive benefits package, including medical, dental, vision, life insurance, and commuter benefits.
  • Generous leave policies, including vacation, sick leave, and parental leave.
  • Career development & mentorship within a prestigious firm.

This is a great opportunity for a private equity associate looking to advance their career in a top-tier corporate practice.

Apply today to learn more.