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How much do private client services jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for private client services in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

What are Private Client Services?

Private Client Services refer to a range of specialized financial services provided to high-net-worth individuals, families, and sometimes businesses. These services typically include wealth management, investment advisory, tax planning, estate planning, and sometimes concierge services. The goal is to help clients manage, grow, and protect their wealth through tailored solutions. Firms that offer Private Client Services may also provide personalized financial planning and access to exclusive investment opportunities. These services are delivered by dedicated professionals who understand the unique needs of affluent clients.

What is the difference between Private Client Services vs Wealth Management Advisor?

AspectPrivate Client ServicesWealth Management Advisor
CredentialsCertifications like CFP, CPA often preferredCFP, Series 7/66, CPA may be required
Work EnvironmentPrivate banks, boutique firms, financial advisory firmsFinancial institutions, banks, independent advisory firms
Employer & Industry UsageHigh-net-worth client focus, personalized servicesComprehensive financial planning, investment advice
Search & Comparison IntentFocus on personalized client services for high-net-worth individualsBroader financial planning and investment management

Private Client Services and Wealth Management Advisors both serve high-net-worth clients but differ mainly in scope. Private Client Services emphasizes personalized, relationship-driven support often within private banks, while Wealth Management Advisors provide comprehensive financial planning and investment advice across various financial institutions.

What are the key skills and qualifications needed to thrive in Private Client Services, and why are they important?

To succeed in Private Client Services, you need expertise in wealth management, tax planning, and financial advisory, usually supported by a degree in finance or accounting and relevant certifications such as CPA or CFP. Familiarity with portfolio management software, tax compliance systems, and financial planning tools is essential. Strong interpersonal skills, discretion, and a client-focused mindset distinguish top performers in this field. These capabilities are critical for building trust, delivering tailored financial solutions, and maintaining long-term client relationships.

How does a professional in Private Client Services typically collaborate with other departments within a firm?

Professionals in Private Client Services often work closely with tax advisors, legal teams, investment specialists, and estate planners to provide comprehensive solutions tailored to high-net-worth individuals. Collaboration is essential to ensure that all aspects of a client’s financial life—such as tax planning, wealth management, and estate structuring—are aligned and optimized. Regular interdisciplinary meetings and shared client strategy sessions are common, fostering an environment where expertise from multiple areas contributes to holistic client service.
More about Private Client Services jobs
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What states have the most Private Client Services jobs? States with the most job openings for Private Client Services jobs include:
What job categories do people searching Private Client Services jobs look for? The top searched job categories for Private Client Services jobs are:
Private Client Services jobs near you

Private Client Services Associate Attorney

Pernini Legal

Manhattan, NY • Hybrid

$245K - $330K/yr

Other

Posted yesterday

Job description

Private Client Services Associate Attorney

Location: New York, NY

Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment.

Candidate Profile:
  • JD from a top-tier law school with a strong academic record.
  • New York Bar Admission or the ability to waive in.
  • LL.M. and strong tax background required.
  • 2–4 years of substantive law firm experience in trust and estates law.
  • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts.
  • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing.
  • Detail-oriented with the ability to work independently and manage client contact.
  • Supervisory skills to direct paralegals in a collaborative environment.
Key Responsibilities:
  • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration.
  • Draft complex wills and trusts tailored to client needs.
  • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met.
  • Prepare client presentations and conduct tax calculations and analyses.
  • Collaborate with a team of attorneys and paralegals to deliver superior client service.
Why Join Us?

This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement.

The firm offers a competitive compensation package, with an annual salary range of $245,000–$330,000, commensurate with experience and market factors. Additional benefits include discretionary bonuses, firm-sponsored incentive programs, and a comprehensive suite of employee benefits.

Application Requirements:

Interested candidates should submit a cover letter, resume, and a writing sample.

Our client is an Equal Opportunity Employer.

Apply