ZipRecruiter

Log In

1

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

Flagstar Bank

Associate Relationship Manager

Palm Beach, FL · On-site

$61K - $107K/yr

Position Title Associate Relationship Manager Location New York, NY 10018 Job Summary The Associate ... Acts as liaison to Private Client Services (PCS) group for transaction requests. * Assists with the ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

Client Acquisition - Acquires clients for Wealth Management through a variety of sales and ... Provides guidance to less experienced associates in the work group and assist with special projects ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

Client Acquisition - Acquires clients for Wealth Management through a variety of sales and ... Provides guidance to less experienced associates in the work group and assist with special projects ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

Client Acquisition - Acquires clients for Wealth Management through a variety of sales and ... Provides guidance to less experienced associates in the work group and assist with special projects ...

M&T Bank

Wealth Investment Associate

Palm Beach, FL

$29.39 - $48.99/hr

Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ... Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as ...

Wilmington Trust

Wealth Investment Associate

Palm Beach, FL · On-site

$29.39 - $48.99/hr

Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ... Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as ...

M&T Bank

Wealth Investment Associate

Palm Beach, FL · On-site

$29.39 - $48.99/hr

Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ... Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as ...

Morgan Stanley

Private Banker

Fort Lauderdale, FL · On-site

Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support * Act as the subject matter expert for FA, Branch ...

Morgan Stanley

Private Banker

Fort Lauderdale, FL · On-site

Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support * Act as the subject matter expert for FA, Branch ...

previous pagenext page

Showing results 21-40

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 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.

Registered Client Service Associate (Fort Lauderdale, FL)

Oppenheimer

Fort Lauderdale, FL • On-site

Full-time

Re-posted 6 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

Oppenheimer & Co. Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.

Responsibilities:

  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management

Qualifications:

  • FINRA Registrations: Series 7 and 66
  • Bilingual in English and Spanish
  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management

Apply