ZipRecruiter

Log In

1

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

The Boca Raton

Spa Supervisor

Boca Raton, FL · On-site

$39K - $53K/yr

... or guest as a private client). * Deliver Forbes Five Star service standards and protocols as ... spa through the Associate entrance. * Assist with opening and closing duties as required

SCS Financial

Associate, Client Advisor

West Palm Beach, FL · On-site

$60K - $75K/yr

Position Summary SCS Financial is seeking a highly motivated Associate, Client Advisor to join our ... private investments, holistic wealth and estate planning, next-generation education, and purpose ...

SCS Financial

Associate, Client Advisor

West Palm Beach, FL · On-site

$60K - $75K/yr

Position Summary SCS Financial is seeking a highly motivated Associate, Client Advisor to join our ... private investments, holistic wealth and estate planning, next-generation education, and purpose ...

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
U.S. Private Bank - Private Banker - Associate

U.S. Private Bank - Private Banker - Associate

JP Morgan Chase

Fort Lauderdale, FL

Full-time

Medical, Retirement

Re-posted 17 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 490 frontline employees who took The Breakroom Quiz

57th of 148 rated banks

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank.  If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. 

Job Responsibilities

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from existing client base and new client acquisition 
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co. 
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

Required Qualifications, Capabilities, and Skills

  • Three plus years of work experience in Private Banking or Financial Services

  • Bachelor's Degree required

  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

  • Proven sales success and strong business acumen 

  • Strong community presence with an established network 

  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts 

  • Focuses on the client experience and works tirelessly on the client's behalf

Preferred Qualifications, Capabilities, and Skills

  • MBA, JD, CFA, or CFP preferred

  • Proactive, takes initiative, and uses critical thinking to solve problems 

  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills 

  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate


JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply