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Private Client Associate Jobs in Montgomery, TX (NOW HIRING)

BOK Financial

Senior Private Wealth Banker

Magnolia, TX · On-site

Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

Asbury Village

Private Caregiver

Spring, TX · On-site

$13 - $14/hr

Private Care Associate Full-Time : 7:00AM-7:00PM , 2:00PM - 11:00PM Location: The Village at ... No need to drive from client to client. * Positive Environment: Enjoy a calm, welcoming atmosphere ...

Life Care Services

Private Caregiver

Spring, TX · On-site

$13 - $14/hr

Private Care Associate Full-Time : 7:00AM-7:00PM , 2:00PM - 11:00PM Location: The Village at ... No need to drive from client to client. * Positive Environment: Enjoy a calm, welcoming atmosphere ...

Life Care Companies, LLC

Private Caregiver

Spring, TX · On-site

$13 - $14/hr

Private Care Associate Full-Time : 7:00AM-7:00PM , 2:00PM - 11:00PM Location: The Village at ... No need to drive from client to client. * Positive Environment: Enjoy a calm, welcoming atmosphere ...

Heritage at Irene Woods

Private Caregiver

Spring, TX · On-site

$13 - $14/hr

Private Care Associate Full-Time : 7:00AM-7:00PM , 2:00PM - 11:00PM Location: The Village at ... No need to drive from client to client. * Positive Environment: Enjoy a calm, welcoming atmosphere ...

Life Care Services

Private Caregiver

Spring, TX · On-site

$13 - $14/hr

Private Care Associate Full-Time : 7:00AM-7:00PM , 2:00PM - 11:00PM Location: The Village at ... No need to drive from client to client. * Positive Environment: Enjoy a calm, welcoming atmosphere ...

The Arlington of Naples

Private Caregiver

Spring, TX · On-site

$13 - $14/hr

Private Care Associate Full-Time : 7:00AM-7:00PM , 2:00PM - 11:00PM Location: The Village at ... No need to drive from client to client. * Positive Environment: Enjoy a calm, welcoming atmosphere ...

Aeries Recruiting LLC

Associate Veterinarian

Conroe, TX · On-site

Client communication and education * Collaboration with technicians and support staff Veterinarian ... About Aeries Recruiting Aeries Recruiting partners with privately owned veterinary practices across ...

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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 Montgomery, TX look for?

The top searched job categories for Private Client Associate jobs in Montgomery, TX are:

What cities near Montgomery, TX are hiring for Private Client Associate jobs?

Cities near Montgomery, TX with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Montgomery, TX as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 30% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Senior Private Wealth Banker

BOK Financial

Magnolia, TX • On-site

Full-time

Re-posted yesterday

Key responsibilities

  • Make and service commercial and individual loans involving secured and unsecured funds, including complex and high-visibility credit transactions.

  • Deliver Brokerage, Investment management, Trust, and Insurance products to high net worth clients and businesses.

  • Identify new prospects, develop new business, and determine client needs to enhance their private wealth strategy.

Job description

Req ID: 77336 

Location: Austin -AUS, Dallas -DAL, Houston -HOUS, San Antonio -SANAN, Grapevine -GRPV, Woodlands -WDLND 

Areas of Interest: Finance; Private Banking 

Pay Transparency Salary Range: Not Available 

BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

Bonus Type
Formula Based
Summary

Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. 

We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve.

Job Description

The PRIVATE WEALTH BANKER IV is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured which have the highest visibility and are the most complex in nature. Additional responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high net worth clients and businesses.  Handles the largest, most profitable customer relationships within the department.

Team Culture

We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic.

Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience.

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors.

How You'll Spend Your Time

You will use your business savvy to identify new prospects and develop new business.

You'll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy.

You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance. 

You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of education and experience.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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