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Private Client Associate Jobs in Bothell, WA (NOW HIRING)

IMA Financial Group

Private Client Advisor

Bellevue, WA · On-site

$75K - $85K/yr

Values and understands the importance of diversity, equality, and inclusion among all IMA associates * Responsibility for daily account servicing and client advisement needs including but not limited ...

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Private Client Associate information

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 Bothell, WA? For Private Client Associate jobs in Bothell, WA, the most frequently searched job titles are:
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What cities near Bothell, WA are hiring for Private Client Associate jobs? Cities near Bothell, WA with the most Private Client Associate job openings:
Private Client Associate jobs near you
Sales Executive - Private Client

Sales Executive - Private Client

World Insurance Associates, LLC.

Seattle, WA • On-site

Full-time

Retirement

Posted 19 days ago

World Insurance Associates rating

8.6

Company rating: 8.6 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

73rd of 260 rated insurance

Job description

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Private Client Sales Executive (Client Advisor) 
Position Overview
World’s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households. You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World’s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client’s risk and financial needs. Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage.
Primary Responsibilities

  • Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts
  • Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners
  • Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions
  • Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close
  • Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability
  • Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate
Qualifications
  • Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals
  • Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner
  • Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes
  • Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business
  • It is meaningful, but not mandatory, if you have:
    • Experience selling personal insurance through a top brokerage or private client group
    • Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot)
    • Experience building and presenting professional client proposals or coverage presentation 

Compensation
As a World Insurance Personal Lines Client Advisor, your compensation is tied to your effort and your performance.  We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested.  The base salary range for this role is $60,000 to $200,000+.  The base salary depends on your experience and your ability to drive revenue.  Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range.
Equal Employment Workforce and Workplace
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: 
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team.
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