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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge ... Focuses on the client experience and works tirelessly on the client's behalf Preferred ...
Private Wealth Management Senior Client Service Associate
West Palm Beach, FL · On-site
$14 - $19.25/hr
POSITION SUMMARY Senior Client Service Associates provide exceptional service to our clients and support FinancialAdvisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...
Private Wealth Management Senior Client Service Associate
West Palm Beach, FL · On-site
$14 - $19.25/hr
POSITION SUMMARY Senior Client Service Associates provide exceptional service to our clients and support FinancialAdvisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...
The Associate Client Advisor role is an exciting opportunity to join a collaborative team of ... Its more than 1,300 employees are singularly focused on private wealth management - disciplined ...
The Associate Client Advisor role is an exciting opportunity to join a collaborative team of ... Its more than 1,300 employees are singularly focused on private wealth management - disciplined ...
The Associate Client Advisor role is an exciting opportunity to join a collaborative team of ... Its more than 1,300 employees are singularly focused on private wealth management - disciplined ...
The Associate Client Advisor role is an exciting opportunity to join a collaborative team of ... Its more than 1,300 employees are singularly focused on private wealth management - disciplined ...
The Associate Client Advisor role is an exciting opportunity to join a collaborative team of ... Its more than 1,300 employees are singularly focused on private wealth management - disciplined ...
The Associate Client Advisor role is an exciting opportunity to join a collaborative team of ... Its more than 1,300 employees are singularly focused on private wealth management - disciplined ...
Private Client Associate information
See Boca Raton, FL salary details
$27.6K - $33.3K
21% of jobs
$34.5K is the 25th percentile. Wages below this are outliers.
$33.3K - $39K
20% of jobs
The median wage is $43.5K / yr.
$39K - $44.8K
12% of jobs
$44.8K - $50.5K
9% of jobs
$50.5K - $56.2K
9% of jobs
$59.9K is the 75th percentile. Wages above this are outliers.
$56.2K - $61.9K
5% of jobs
$61.9K - $67.6K
11% of jobs
$67.6K - $73.3K
7% of jobs
$73.3K - $79K
0% of jobs
$79K - $84.8K
2% of jobs
$84.8K - $90.5K
3% of jobs
$27.6K
$49.6K
$90.5K
How much do private client associate jobs pay per year?
As of Jun 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 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.
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:
First Citizens Bank rating
7.6
Based on 103 frontline employees who took The Breakroom Quiz
79th of 141 rated banks
Job description
Overview
Responsibilities
Qualifications
Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience.
Responsibilities
- Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served.
- Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval.
- Sales Responsibility- Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assist with special projects as assigned. Develops deep internal partnerships and external centers of influence, to drive new client acquisition.
- Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling inquiries to insure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities.
- Collaboration - Works closely with wealth partners to support the client experience through consistent execution of client service plans. Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client.
Qualifications
Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management
License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses RequiredSkill(s): Credit underwriting skills
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Qualifications:Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management
License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses RequiredSkill(s): Credit underwriting skills
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Education:UNAVAILABLEEmployment Type: FULL_TIMEWhat First Citizens Bank employees say
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Benefits
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