... clients, communities and associates unlock their full potential with capital and counsel ... The Company and its subsidiaries offer commercial, private banking, consumer, small business ...
... clients, communities and associates unlock their full potential with capital and counsel ... The Company and its subsidiaries offer commercial, private banking, consumer, small business ...
Partner Tax Preparation Advisor Senior Associate
Raleigh, NC · On-site +1
$55K - $187K/yr
... privately-owned businesses. Focused on relationships, you are building meaningful client ... As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards.
Partner Tax Preparation Advisor Senior Associate
Raleigh, NC · On-site +1
$55K - $187K/yr
... privately-owned businesses. Focused on relationships, you are building meaningful client ... As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards.
Industry/Sector Not Applicable Specialism Assurance Management Level Senior Associate & Summary At ... client environments - Having experience working on tax for AWM clients (private equity, funds ...
Industry/Sector Not Applicable Specialism Assurance Management Level Senior Associate & Summary At ... client environments - Having experience working on tax for AWM clients (private equity, funds ...
... onto the next phase at the firm as an Associate at the end of the program. Promotional ... Demonstrated aptitude for sales and client relationship management Preferred Qualifications ...
... onto the next phase at the firm as an Associate at the end of the program. Promotional ... Demonstrated aptitude for sales and client relationship management Preferred Qualifications ...
... onto the next phase at the firm as an Associate at the end of the program. Promotional ... Demonstrated aptitude for sales and client relationship management Preferred Qualifications ...
... onto the next phase at the firm as an Associate at the end of the program. Promotional ... Demonstrated aptitude for sales and client relationship management Preferred Qualifications ...
... onto the next phase at the firm as an Associate at the end of the program. Promotional ... Research client inquiries and manage follow up communication and materials * As you progress in ...
... onto the next phase at the firm as an Associate at the end of the program. Promotional ... Research client inquiries and manage follow up communication and materials * As you progress in ...
... onto the next phase at the firm as an Associate at the end of the program. Promotional ... Demonstrated aptitude for sales and client relationship management Preferred Qualifications ...
... onto the next phase at the firm as an Associate at the end of the program. Promotional ... Demonstrated aptitude for sales and client relationship management Preferred Qualifications ...
... onto the next phase at the firm as an Associate at the end of the program. Promotional ... Research client inquiries and manage follow up communication and materials * As you progress in ...
... onto the next phase at the firm as an Associate at the end of the program. Promotional ... Research client inquiries and manage follow up communication and materials * As you progress in ...
... onto the next phase at the firm as an Associate at the end of the program. Promotional ... Research client inquiries and manage follow up communication and materials * As you progress in ...
... onto the next phase at the firm as an Associate at the end of the program. Promotional ... Research client inquiries and manage follow up communication and materials * As you progress in ...
M&A Tax Advisory, Senior Associate
Raleigh, NC · Hybrid
$79K - $98K/yr
... and privately held businesses. The TSO Associate/Senior Associate will play a key role in due ... Collaborative mindset with strong client-service orientation * Comfortable working in a fast-paced ...
M&A Tax Advisory, Senior Associate
Raleigh, NC · Hybrid
$79K - $98K/yr
... and privately held businesses. The TSO Associate/Senior Associate will play a key role in due ... Collaborative mindset with strong client-service orientation * Comfortable working in a fast-paced ...
Our Associate Financial Advisors are an essential part of the client team, and we rely on their ... S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than ...
Our Associate Financial Advisors are an essential part of the client team, and we rely on their ... S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than ...
Sales Associate, Part-Time - North Hills
Raleigh, NC · On-site
$16 - $25/hr
Deliver an elevated client experience acting as a brand ambassador - embody brand values, engage ... Eligible employees get employer-sponsored private medical, dental, and vision insurance, as well as ...
Sales Associate, Part-Time - North Hills
Raleigh, NC · On-site
$16 - $25/hr
Deliver an elevated client experience acting as a brand ambassador - embody brand values, engage ... Eligible employees get employer-sponsored private medical, dental, and vision insurance, as well as ...
Sales Associate, Part-Time - North Hills
Raleigh, NC · On-site
$16 - $25/hr
Deliver an elevated client experience acting as a brand ambassador - embody brand values, engage ... Eligible employees get employer-sponsored private medical, dental, and vision insurance, as well as ...
Sales Associate, Part-Time - North Hills
Raleigh, NC · On-site
$16 - $25/hr
Deliver an elevated client experience acting as a brand ambassador - embody brand values, engage ... Eligible employees get employer-sponsored private medical, dental, and vision insurance, as well as ...
Deliver an elevated client experience acting as a brand ambassador - embody brand values, engage ... Eligible employees get employer-sponsored private medical, dental, and vision insurance, as well as ...
Quick apply
Deliver an elevated client experience acting as a brand ambassador - embody brand values, engage ... Eligible employees get employer-sponsored private medical, dental, and vision insurance, as well as ...
Personal Risk Advisor
Raleigh, NC · On-site
Attract new clients to Private Risk that meet the minimum client profile standards. * Design risk ... We invest heavily in our associates, and we take pride in celebrating their growth and success ...
Personal Risk Advisor
Raleigh, NC · On-site
Attract new clients to Private Risk that meet the minimum client profile standards. * Design risk ... We invest heavily in our associates, and we take pride in celebrating their growth and success ...
... private equity transactions. Responsibilities * Responsibilities as an Associate will vary based on ... Internal/External Client Interaction: Build, maintain, and cultivate strong internal and external ...
... private equity transactions. Responsibilities * Responsibilities as an Associate will vary based on ... Internal/External Client Interaction: Build, maintain, and cultivate strong internal and external ...
Senior Tax Associate
Chapel Hill, NC · On-site
$69K - $86K/yr
Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is ... Client management and participation in marketing/business development * Participation in ...
Senior Tax Associate
Chapel Hill, NC · On-site
$69K - $86K/yr
Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is ... Client management and participation in marketing/business development * Participation in ...
Senior Tax Associate
Chapel Hill, NC · On-site
$69K - $86K/yr
Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is ... Client management and participation in marketing/business development * Participation in ...
Senior Tax Associate
Chapel Hill, NC · On-site
$69K - $86K/yr
Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is ... Client management and participation in marketing/business development * Participation in ...
Senior Tax Associate
$69K - $86K/yr
Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is ... Client management and participation in marketing/business development * Participation in ...
Senior Tax Associate
$69K - $86K/yr
Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is ... Client management and participation in marketing/business development * Participation in ...
Senior Tax Associate
$69K - $86K/yr
Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is ... Client management and participation in marketing/business development * Participation in ...
Senior Tax Associate
$69K - $86K/yr
Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is ... Client management and participation in marketing/business development * Participation in ...
Private Client Associate information
See Raleigh, NC salary details
$28K - $33.8K
21% of jobs
$35K is the 25th percentile. Wages below this are outliers.
$33.8K - $39.6K
20% of jobs
The median wage is $44.1K / yr.
$39.6K - $45.4K
12% of jobs
$45.4K - $51.2K
9% of jobs
$51.2K - $57K
9% of jobs
$60.8K is the 75th percentile. Wages above this are outliers.
$57K - $62.8K
5% of jobs
$62.8K - $68.6K
11% of jobs
$68.6K - $74.4K
7% of jobs
$74.4K - $80.2K
0% of jobs
$80.2K - $86K
2% of jobs
$86K - $91.8K
3% of jobs
$28K
$50.4K
$91.8K
How much do private client associate jobs pay per year?
As of Jun 10, 2026, the average yearly pay for private client associate in Raleigh, NC is $50,350.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,796.00 and $63,794.00 per year, depending on experience, location, and employer.
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 are popular job titles related to Private Client Associate jobs in Raleigh, NC? For Private Client Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Raleigh, NC look for? The top searched job categories for Private Client Associate jobs in Raleigh, NC are:
- Wealth Management Associate
- Jpmorgan Private Wealth Management
- Wealth Management Product Manager
- Financial Client Services Associate
- Entry Level Fidelity Wealth Management
- Overnight Fidelity Wealth Management
- Client Services Associate
- Client Reporting Associate
- Remote Fidelity Wealth Management
- Parttime Financial Planner
What cities near Raleigh, NC are hiring for Private Client Associate jobs? Cities near Raleigh, NC with the most Private Client Associate job openings:
Full-time
Medical, Dental, Vision, Retirement
Posted 5 days ago
First Horizon Bank rating
8.3
Based on 30 frontline employees who took The Breakroom Quiz
34th of 141 rated banks
Job description
Location: On site at location listed in job posting
Summary
Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.
Responsibilities
Requirements
About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow UsFacebook
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LinkedIn
Instagram
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Summary
Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.
Responsibilities
- Provide Commercial Lending Support to Commercial Relationship Managers
- Review and Fund Loans
- Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
- Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency.
- Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services
- Authorize payment and fees of commercial client overdrafts
- Approve and process commercial client's withdrawals on lines of credit
- Communicate with clients, attorney's, insurance companies, title companies, and various other professionals
- Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC
- Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
- Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents
Requirements
- High school diploma or GED and 3 - 5 years experience in a Client Specialist position
- 5+ years customer service experience in the banking industry
- Proficiency with MS Office Suite
About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow UsFacebook
X formerly Twitter
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
What First Horizon Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About First Horizon Bank
Sourced by ZipRecruiter
Industry
Finance and insurance and commercial banking
Company size
5,001 - 10,000 Employees
Headquarters location
Memphis, TN, US