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Private Client Jobs in California (NOW HIRING)

Marsh & McLennan Companies, Inc.

$52K - $98K/yr

As our Private Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to ...

Bank of America

Private Client Advisor II

Walnut Creek, CA · On-site

$100K - $275K/yr

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...

Bank of America

Private Client Advisor II

San Diego, CA · On-site

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...

Bank of America

Private Client Advisor II

Palo Alto, CA · On-site

$100K - $275K/yr

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...

Bank of America

Private Client Advisor II

Los Angeles, CA · On-site

$100K - $275K/yr

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...

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All JobsPrivate Client JobsPrivate Client Jobs in California

Private Client information

See California salary details

$22.5K

$70.1K

$151.8K

How much do private client jobs pay per year?

As of Aug 1, 2026, the average yearly pay for private client in California is $70,092.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,638.00 and $90,578.00 per year, depending on experience, location, and employer.

What does a private client do?

A private client typically refers to a professional who manages personalized financial, legal, or estate planning services for high-net-worth individuals. They provide tailored advice, investment management, and support to help clients achieve their personal financial goals, often requiring strong communication and confidentiality skills.

What professions make 200,000 a year without a degree?

Private Client professionals, such as high-net-worth financial advisors or wealth managers, can earn $200,000 or more annually through commissions, bonuses, and fees, often without requiring a college degree. Success in these roles depends on strong sales skills, industry experience, and building a client base, with many working in financial services or private banking environments.

What jobs pay 4000 a week without a degree?

Private Client roles typically do not pay $4,000 a week without specialized skills or experience. High-paying jobs that can reach this level without a degree often include sales positions such as real estate brokers, certain entrepreneurial ventures, or skilled trades like plumbing or electrical work, which may require certifications but not necessarily a college degree. Success in these roles depends on experience, performance, and market demand.

What are Private Client services?

Private Client services refer to specialized financial and wealth management offerings designed for individuals with significant assets or complex financial needs. These services typically include investment management, estate planning, tax advice, and personalized banking solutions. Private Client professionals work closely with clients to develop tailored strategies that help protect and grow their wealth, often providing a higher level of confidentiality and personal attention than standard banking services.

How to make $10,000 a month without a degree?

A private client professional can increase earnings by developing specialized skills such as financial planning, estate management, or investment advising, which can command higher fees. Building a strong network, gaining relevant certifications, and offering personalized services can also help reach higher income levels without a degree.

What are the key skills and qualifications needed to thrive as a Private Client Advisor, and why are they important?

To thrive as a Private Client Advisor, you need strong financial acumen, in-depth knowledge of wealth management, and relevant qualifications such as a finance degree or professional certifications (e.g., CFP or CFA). Familiarity with portfolio management systems, financial planning software, and CRM platforms is commonly required. Exceptional interpersonal skills, discretion, and the ability to build lasting client relationships set top performers apart. These capabilities are crucial for delivering tailored financial solutions and maintaining client trust in a highly competitive environment.

What is the difference between Private Client vs Financial Advisor?

AspectPrivate Client

Required CredentialsFinancial Advisor

Work EnvironmentPrivate Client

Employer & Industry UsageFinancial Advisor

Private Clients typically refer to high-net-worth individuals receiving personalized services, while Financial Advisors provide investment and financial planning advice to a broader client base. Although both roles require certifications like CFP or CFA, Private Clients focus on wealth management and personalized service, often within private banks or boutique firms. Financial Advisors may serve a wider audience, including retail clients, and work in banks, advisory firms, or independent practices. The roles overlap in credentials and client interaction but differ in scope and client focus.

What are some of the main challenges faced by professionals in Private Client roles, and how can they be managed?

Professionals in Private Client roles often encounter challenges such as navigating complex financial, legal, and tax regulations while maintaining strict confidentiality and building trust with high-net-worth individuals. Managing diverse client expectations and responding to rapidly changing market or personal circumstances requires strong communication and problem-solving skills. Staying updated on industry standards and legislative changes, as well as fostering collaborative relationships with legal, tax, and investment advisors, can help effectively address these challenges.
What are the most commonly searched types of Private Client jobs in California? The most popular types of Private Client jobs in California are:
What cities in California are hiring for Private Client jobs? Cities in California with the most Private Client job openings:
Private Client jobs near you
Infographic showing various Private Client job openings in California as of July 2026, with employment types broken down into 1% As Needed, 78% Full Time, 14% Part Time, and 7% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $70,092 per year, or $33.7 per hour.

Private Client Advisor

Marsh & McLennan Companies, Inc.

On-site, Remote

$52K - $98K/yr

Full-time

Medical, Retirement

Re-posted 10 days ago

Job description

Company:
Marsh McLennan Agency
Description:
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 Private Client Advisor 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 Private Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is key-anticipating clients needs and addressing questions or issues in person, over the phone, or via email. You'll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, you'll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. You'll also negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
  • 2 + years' personal lines insurance experience with High Net Worth clientele
  • Property & Casualty (P&C) License
  • Client service orientation with balance on managing expectations
  • Ability to travel for client and company meetings as needed

These additional qualifications are a plus, but not required to apply:
  • Bachelor's degree
  • Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
  • Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

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 us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
  • Instagram
  • Facebook
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  • LinkedIn

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.
The applicable base salary range for this role is $52,600 to $98,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Applications will be accepted until:
September 28, 2026

Apply