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Private Client Associate Jobs in Philadelphia, PA

Rockefeller Financial

Client Associate

Newtown, PA · On-site

Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will ...

Keybank

Assoc. Private Client Advisor

Dresher, PA · On-site

$62K/yr

Location: 701 Twining Road - Dresher, Pennsylvania 19025 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

In this highly visible role, you'll partner with Wealth Advisors, Private Bankers, Trust professionals, and internal specialists to support client relationships, coordinate service needs, and help ...

Wilmington Trust

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

In this highly visible role, you'll partner with Wealth Advisors, Private Bankers, Trust professionals, and internal specialists to support client relationships, coordinate service needs, and help ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

In this highly visible role, you'll partner with Wealth Advisors, Private Bankers, Trust professionals, and internal specialists to support client relationships, coordinate service needs, and help ...

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Private Client Associate information

See Philadelphia, PA salary details

$29.2K

$52.4K

$95.6K

How much do private client associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for private client associate in Philadelphia, PA is $52,429.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,234.00 and $66,429.00 per year, depending on experience, location, and employer.

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.

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.
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Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Philadelphia, PA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $52,429 per year, or $25.2 per hour.

Registered Private Client Associate, Branch Support Specialist

Janney Montgomery Scott LLC

Philadelphia, PA • On-site

Full-time

PTO

This job post has expired today. Applications are no longer accepted.

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
The Registered Private Client Associate (RPCA) - Branch Support Specialist serves as a centralized resource within the Private Client Group, providing temporary administrative, operational, client service, and sales support to Financial Advisors and branch teams across the firm during planned and unplanned PCA absences.
This role is based at Janney's Home Office in Philadelphia and is not permanently assigned to a specific branch, Financial Advisor, or team. The Branch Support Specialist must quickly adapt to varying business practices, client service models, and team structures while maintaining a high standard of service, operational accuracy, and regulatory compliance. The individual serves as a business continuity resource, ensuring seamless support for Financial Advisors and clients during staffing transitions, leaves of absence, and other short-term coverage needs.
The successful candidate demonstrates exceptional flexibility, strong problem-solving skills, and the ability to operate independently in unfamiliar environments while building productive relationships with branch associates and home office departments.
What you are good at:
Adaptability - Quickly adjusts to different branch environments, advisor practices, technologies, and client service models while maintaining a high level of effectiveness.
Client Service Excellence - Delivers responsive, professional, and personalized service that supports positive client experiences and strong advisor-client relationships.
Relationship Building - Establishes credibility and productive working relationships with Financial Advisors, branch associates, clients, and home office partners.
Problem Solving - Identifies issues, evaluates options, and implements practical solutions while maintaining compliance and service standards.
Organization and Prioritization - Effectively manages multiple assignments, competing deadlines, and changing priorities in a fast-paced environment.
Regulatory and Operational Excellence - Demonstrates strong attention to detail and consistently follows firm policies, procedures, and regulatory requirements.
What you have:
  • Series 7, 63 and 65, or 66
  • 3 years' experience as a Private Client Associate
  • Must be able to work a hybrid schedule - three days per week in the Philadelphia, PA office
  • Must be available for ad-hoc travel.
  • High School diploma; Associate's or Bachelor's degree preferred
  • Excellent customer service skills
  • Proficient skills in Word, Excel, PowerPoint, and Outlook

Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

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