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Private Client Associate Jobs in Fullerton, CA (NOW HIRING)

CapRock

Client Associate

Newport Coast, CA · On-site

Client Associate Location: Livingston, NJ | Newport Beach, CA | Scottsdale, AZ Overview The Client ... and private investment vehicles and traditional and non-traditional asset classes. * Support ...

Capital Group

Private Client Service Associate

Los Angeles, CA · On-site

$15.50 - $21.50/hr

Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Private Client Service Associate at Capital Group." As the Private ...

New

Capgroup

Private Client Service Associate

Los Angeles, CA

$15.50 - $21.50/hr

Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Private Client Service Associate at Capital Group." As the Private ...

New

UBS

Client Associate

Los Angeles, CA · On-site

The team You'll be working in the Private Wealth Management desk in Los Angeles. Our team delivers ... As a Client Associate, you'll play an integral role in supporting day-to-day operations ...

UBS

Client Associate

Los Angeles, CA · On-site

The team You'll be working in the Private Wealth Management desk in Los Angeles. Our team delivers ... As a Client Associate, you'll play an integral role in supporting day-to-day operations ...

Capgroup

Private Client Operations Manager

Irvine, CA

$141K - $226K/yr

We believe that belonging leads to better outcomes and a stronger community of associates united by ... a Private Client Operations Manager in our Private Client Services group, you will be an ...

Andersen

Manager - Private Client Services

Los Angeles, CA · On-site

$138K - $172K/yr

Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and * Receive formal ... years of Private Client experience; * Bachelor's and/or advanced degree; Accounting, Finance ...

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Private Client Associate information

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 Fullerton, CA look for?

The top searched job categories for Private Client Associate jobs in Fullerton, CA are:

What cities near Fullerton, CA are hiring for Private Client Associate jobs?

Cities near Fullerton, CA with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Fullerton, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Private Client Services Associate

MCC Advisors

Los Angeles, CA • On-site

$265K - $320K/yr

Other

Re-posted 17 days ago

Job description

  • Associate with 5-9 years of experience with a strong interest in practicing in the Private Client Services industry.
    Our PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their trusted advisors.
    Our PCS attorneys counsel our clients on core estate planning, privacy structures, advanced gift, estate, and generation-skipping transfer tax planning, California property tax planning, residency planning for transitory clients, whether the move is occurring domestically within the U.S. or inbound or outbound international migration, foreign trusts with U.S. assets or U.S. beneficiaries, pre- and post-liquidity event planning, post death trust and probate administration, fiduciary income tax planning, trust and estate contention, fiduciary and beneficiary litigation, charitable planning, grant making, and administration of not-for-profit organizations.
    The nature of the PCS practice involves frequent and direct client and client-advisor interaction from the earliest stages of practice, and requires daily engagement with other members of the PCS team, as well as frequent collaboration with other practice areas supported by our full service firm, including but not limited to our corporate, income tax, employment law, real estate, entertainment, and environmental practices.
    Attorneys in our PCS group are industry-recognized thought leaders and our group actively encourages participation from all attorneys in the practice. Our members are routinely published in and recognized by leading tax and non-tax publications, and consistently speak at and attend industry conferences worldwide, including, but not limited to, in Los Angeles, New York, Chicago, Miami, Hawaii, Mexico, London, Paris, and Rome. Our group provides continual support for the development of its attorneys in the technical areas of the practice, industry recognition, and professional development.
    This role is a full-time in-office (non-remote, non-hybrid) position. Candidates must be licensed to practice in the State of California. A demonstrated interest in technical tax practice through coursework, prior experience, or an LL.M. program is encouraged but not required.
    Salary Range: $265,000 - $320,000 per year

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