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Private Client Representative Jobs (NOW HIRING)

Henley and Partners

Private Client Advisor

Boston, MA · On-site

$80K - $100K/yr

As a Private Client Advisor you'll be an ambassador for H&P by establishing and strengthening ... Act as a positive representative of H&P and our brand at industry events and conferences ...

Henley and Partners

Private Client Advisor

Washington, DC · On-site

$80K - $100K/yr

As a Client Advisor you'll be an ambassador for H&P by establishing and strengthening relationships ... Act as a positive representative of H&P and our brand at industry events and conferences ...

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How much do private client representative jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for private client representative in the United States is $26.73, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $34.13 per hour, depending on experience, location, and employer.

Can financial advisors make $500,000 a year?

Private Client Representatives and financial advisors can earn $500,000 or more annually, especially with high-net-worth clients, extensive experience, and successful sales performance. Compensation often includes a combination of salary, commissions, and bonuses, and reaching this level typically requires advanced certifications like the CFP or CFA and strong client relationships.

Is $100,000 enough to work with a financial advisor?

For a Private Client Representative, earning $100,000 can be sufficient depending on the location, client base, and level of experience. Many financial advisors work with clients who have varying asset levels, and a $100,000 income may be adequate for entry- to mid-level roles, especially if combined with certifications like the CFP or CFA. However, client assets and service scope often influence compensation and workload.

Is 200,000 enough to work with a financial advisor?

For a Private Client Representative, a $200,000 portfolio can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services required. Many advisors have minimum investment requirements that vary, but clients with this amount often qualify for personalized financial planning and investment management. Building a relationship with an advisor typically involves understanding their fee model, such as assets under management fees or flat rates, and ensuring the services align with your financial goals.

How much do JP Morgan private client advisors make?

Private Client Advisors at JP Morgan typically earn a base salary ranging from $70,000 to $120,000 annually, with total compensation including bonuses often exceeding $150,000 depending on experience and performance. Compensation can vary based on client assets under management, certifications, and years of experience in the financial advisory field.
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Private Client Representative jobs near you
Infographic showing various Private Client Representative job openings in the United States as of June 2026, with employment types broken down into 81% Full Time, 14% Part Time, and 5% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $55,591 per year, or $26.7 per hour.
Client Representative - Business Insurance

Client Representative - Business Insurance

Marsh McLennan

La Vista, NE • On-site

$37K - $51K/yr

Other

Medical, Retirement

Posted 10 days ago

Job description

Company:
Marsh McLennan Agency
Description:
Client Representative - Business Insurance
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Representative at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Client Representative on the Business Insurance team, you'll provide assistance to client service team members in the billing and processing of all new and renewal clients. Additionally, you will be able to balance the workload of your own book of business while helping support the larger and more complex accounts of the client service team. The ability to work independently and on a team is critical in this role.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
  • High school diploma or equivalent.
  • Must be detailed with excellent organizational and time management skills.
  • Good interpersonal skills and a high sense of urgency.
  • Excellent written and verbal communication.
  • Ability to effectively build and maintain positive working relationships with management, colleagues and clients.
  • Ability to get licensed in insurance within 3 months of hire.
These additional qualifications are a plus, but not required to apply:
  • Bachelor's degree in business related field.
  • Licensed in Property & Casualty (required within your first 3 months).
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities
To learn more about a career at MMA, check out our website or flip through our recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
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Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
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