ZipRecruiter

Log In

1

Private Client Associate Jobs in Boca Raton, FL (NOW HIRING)

Silverman Schermer, PLLC

Be Seen First

Estate Planning Associate

Fort Lauderdale, FL · On-site

$100K - $140K/yr

Estate Planning Associate - Private Client Group Silverman Schermer, PLLC - Fort Lauderdale, FL Silverman Schermer, a boutique business, tax and estate planning firm, is seeking a motivated associate ...

next page

Showing results 1-20

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Boca Raton, FL

Private Client Associate information

See Boca Raton, FL salary details

$27.6K

$49.6K

$90.5K

How much do private client associate jobs pay per year?

As of Jul 11, 2026, the average yearly pay for private client associate in Boca Raton, FL is $49,610.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,286.00 and $62,857.00 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.
What are popular job titles related to Private Client Associate jobs in Boca Raton, FL? For Private Client Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Boca Raton, FL look for? The top searched job categories for Private Client Associate jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Private Client Associate jobs? Cities near Boca Raton, FL with the most Private Client Associate job openings:
Private Client Associate jobs near you

Private Client Trusts & Estates Associate Attorney

Direct Counsel

West Palm Beach, FL • Hybrid

$180K - $250K/yr

Full-time

Re-posted 8 days ago

Job description

Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach, FL

Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum of 4 years of experience in sophisticated trusts and estates matters to join a highly regarded Private Client practice in Florida, with offices in Boca Raton or West Palm Beach.

Ideal candidates will have experience advising high-net-worth individuals and families on estate planning and administration, including succession planning, lifetime giving, retirement asset planning, charitable giving, and tax-efficient wealth transfer strategies. Candidates should have strong knowledge of relevant state and federal tax laws.

This role offers a hybrid work schedule, providing flexibility with two remote days per week, while also fostering collaboration with the broader Private Client team.

Responsibilities

  • Advise clients on complex trusts and estates matters, including tax and succession planning

  • Draft estate planning documents, including wills, trusts, and related instruments

  • Support estate and trust administration matters

  • Collaborate with multidisciplinary teams, including corporate, tax, and probate specialists

  • Handle client communication and strategic planning with a high level of professionalism

Requirements

  • Minimum 4 years of experience in sophisticated private client matters, including trusts and estates

  • Strong written, verbal, and client service skills

  • Team-oriented with ability to work independently and proactively

  • Member of the Florida State Bar in good standing (required)

Additional Information

  • Hybrid work environment with flexibility for in-office days

  • Opportunities for mentorship, professional development, and potential path to partnership

  • Required application materials: cover letter, resume, transcript, and 2–3 page writing sample