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

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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 Aug 21, 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 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.

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.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

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
Infographic showing various Private Client Associate job openings in Boca Raton, FL 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 $49,610 per year, or $23.9 per hour.

Private Client Trusts & Estates Associate Attorney

Direct Counsel

Boca Raton, FL • Hybrid

$180K - $250K/yr

Full-time

Re-posted 19 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