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Private Client Associate Jobs in Washington, DC (NOW HIRING)

114 Private Wealth

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Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

... client experience. 114 Private Wealth is affiliated with Wells Fargo Advisors Financial Network ... Position Overview The Wealth Associate will work closely with our Wealth Advisors, Wealth ...

114 Private Wealth

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Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

... client experience. 114 Private Wealth is affiliated with Wells Fargo Advisors Financial Network ... We are seeking an experienced Senior Registered Wealth Associate to join our growing practice. This ...

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Private Client Associate information

See Washington, DC salary details

$31.1K

$55.9K

$102K

How much do private client associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for private client associate in Washington, DC is $55,928.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,651.00 and $70,861.00 per year, depending on experience, location, and employer.

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 are popular job titles related to Private Client Associate jobs in Washington, DC?

For Private Client Associate jobs in Washington, DC, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Washington, DC look for?

The top searched job categories for Private Client Associate jobs in Washington, DC are:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Washington, DC 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 $55,928 per year, or $26.9 per hour.

Intern - Private Client Service - 2027

Andersen

Washington, DC • On-site

$38.22/hr

Full-time

Posted 3 days ago

New

Job description

Application Notice
We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully-we recommend applying where you envision building your future.
The Firm
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!
At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.
We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!
The Role
Tax Services Interns serve as members of client service teams. Interns are staffed on engagements, similar to an Associate, and receive formal and on-the-job training to hone and develop their technical skills. Interns are part of an environment that broadens their interpersonal and technical skills and deepens their knowledge of tax implications in a variety of industries. As an Intern, you will be given a mentor to guide you throughout the experience and have the opportunity to build your professional network through various events and activities.
Intern responsibilities include:
  • Assisting with research of tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues;
  • Participating and aiding in select phases of tax compliance engagements, including individual, estate, gift and fiduciary tax returns;
  • Work as part of a team of problem solvers with vast consulting and industry experience, helping our clients solve complex business issues.
  • Proactively seeking guidance, clarification, and feedback;
  • Supporting select projects demonstrating creative thinking and individual initiative while working as a team member; and
  • Demonstrating flexibility in prioritizing and completing tasks while exercising professional skepticism.

The Requirements
  • Pursuing a Bachelor's degree in Accounting, Finance, Economics or related field and/or an advanced degree in Accounting, Taxation, JD or LLM;
  • Eligible students should be in their 3rd year of a 4-year degree program or in their 4th year of a 5-year degree program. Interns typically join us during the winter/spring or summer prior to their intended graduation year;
  • A minimum GPA of 3.0
  • Strong leadership, multitasking and organizational skills;
  • Self-starter with initiative to seek out opportunities in a fast-paced environment;
  • Strong interpersonal skills; and
  • Ability to interact with various levels of client and firm management through both written and verbal communication.

Prior to starting full-time, it is preferred that students will be eligible to sit for the primary credential exam appropriate for relevant practice area, such as having 150 credits hours to sit for the CPA exam in certain states.
Compensation and Benefits
For individuals hired to work in McLean, VA, the expected hourly rate range for this role is $38.22 per hour; the actual hourly rate can vary based upon employee qualifications. For additional information on careers at Andersen, please visit our website at: https://www.andersen.com/careers/.
Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).
Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.
ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS

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