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Private Client Associate Jobs in Austin, TX (NOW HIRING)

BOK Financial

Senior Private Wealth Banker

Austin, TX · On-site

Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

BOK Financial

Senior Private Wealth Banker

Austin, TX · On-site

Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

BOK Financial

Senior Private Wealth Banker

Austin, TX · On-site

Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

5 Legal

Corporate Associate

Austin, TX

... Private Equity Practice Group. Ideal candidates must have 6-8 years of M&A experience. Skills ... and client relationships, supervising junior associates and handling day to day demands on a ...

Hilltop Holdings

Financial Advisor

Austin, TX · On-site

Our nationwide presence in 400 locations across 44 states provides our associates with extensive ... Through our Private Client Group, we provide highly customized sound financial planning across a ...

Hilltop Holdings

Financial Advisor

Austin, TX · On-site

Our nationwide presence in 400 locations across 44 states provides our associates with extensive ... Through our Private Client Group, we provide highly customized sound financial planning across a ...

5 Legal

M&A Associate

Austin, TX

... and private company mergers and acquisitions, private equity buyouts, asset sales, tender and ... client teams in all stages of a strategic transaction. Superior academic credentials and/or law ...

Deloitte

Tax Senior - Private Wealth

Austin, TX · On-site

$80K - $100K/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 ...

PIMCO

Account Associate

Austin, TX · On-site

$47K - $63K/yr

PIMCO is a global leader in active fixed income with deep expertise across public and private ... Beyond client servicing, Associates play a critical role in supporting the operating infrastructure ...

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Showing results 21-40

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Austin, TX

Private Client Associate information

See Austin, TX salary details

$28.5K

$51.1K

$93.2K

How much do private client associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for private client associate in Austin, TX is $51,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,322.00 and $64,758.00 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.
What are popular job titles related to Private Client Associate jobs in Austin, TX? For Private Client Associate jobs in Austin, TX, the most frequently searched job titles are:
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What cities near Austin, TX are hiring for Private Client Associate jobs? Cities near Austin, TX with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Austin, TX 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 $51,111 per year, or $24.6 per hour.

Senior Private Wealth Banker

BOK Financial

Austin, TX • On-site

Full-time

Re-posted 20 days ago

Job description

Req ID: 77336 

Location: Austin -AUS, Dallas -DAL, Houston -HOUS, San Antonio -SANAN, Grapevine -GRPV, Woodlands -WDLND 

Areas of Interest: Finance; Private Banking 

Pay Transparency Salary Range: Not Available 

BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

Bonus Type
Formula Based
Summary

Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you’ll do as a Private Banker. 

We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve.

Job Description

The PRIVATE WEALTH BANKER IV is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured which have the highest visibility and are the most complex in nature. Additional responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high net worth clients and businesses.  Handles the largest, most profitable customer relationships within the department.

Team Culture

We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic.

Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience.

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors.

How You'll Spend Your Time

•You will use your business savvy to identify new prospects and develop new business.

•You’ll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy.

•You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance. 

•You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and ­­8-10 years of directly related experience in ­­­­­­­­­­­­credit/banking and/or 14-16 years of equivalent combination of education and experience.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
 
Apply today and take the first step towards your next career opportunity!
 
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

Apply