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Private Client Associate Jobs (NOW HIRING)

janney

$13.50 - $18.75/hr

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...

janney

$13.75 - $19/hr

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...

EPIC Brokers

Private Client Insurance Associate

Summit, NJ · On-site

$33.34 - $41.03/hr

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITES: * Work as a team with ...

EPIC Brokers

Private Client Insurance Associate

Summit, NJ · On-site

$33.34 - $41.03/hr

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITES: * Work as a team with ...

janney

As a Senior Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships ...

janney

As a Senior Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships ...

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Private Client Associate information

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$29K

$52.1K

$95K

How much do private client associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for private client associate in the United States is $52,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $66,000.00 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 the United States 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 $52,090 per year, or $25 per hour.

Private Client Relationship Manager

EPIC Brokers

Bridgehampton, NY • On-site

$115/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Job description

LOCATION: Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ Hybrid position
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
JOB OVERVIEW:
The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.
Responsibilities
  • Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
  • Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team.
  • Actively participate in thought leadership as EPIC grows and optimizes the private client practice
  • Provide mentorship and leadership to Private Client Associates
  • Develop cooperative and professional relationships with our carriers.
  • Manage renewal activity from start to close.
  • Deliver complete and accurate renewal reviews according to agency guidelines.
  • Look for sales opportunities by account rounding and selling additional coverage.
  • Assume ownership of customer concerns and feedback until completion.
  • Remarket accounts according to agency guidelines or at the request of the producer or insured.
  • Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.
  • Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.
  • Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

Education and Experience
  • High School / GED Education required / P&C Insurance License required
  • 5 + years Client Management Experience
  • Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
  • Sagitta (ATS) and ImageRight experience is preferred.

Skills and Abilities
  • Possess excellent written, verbal, and organizational skills.
  • Must be able to work within a team environment.
  • Account Executives are expected to avoid E&O situations.
  • Demonstrate a sense of urgency when responding to an inquiry.
  • Must possess the ability to multi-task and prioritize multiple projects.
  • Must possess attention to detail.
  • Must be punctual and reliable.
  • Must be able to keep information confidential.

COMPENSATION:
The national average salary for this role is $85 000.00 - $115 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
  • Generous Paid Time off
    • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women's Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
  • EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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