Los Angeles, CA · On-site
$140K - $200K/yr
This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: · Manage ...
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Los Angeles, CA · On-site
$140K - $200K/yr
This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: · Manage ...
San Francisco, CA · On-site
$90K - $110K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
Quick apply
San Francisco, CA · On-site
$90K - $110K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
San Francisco, CA · On-site
$90K - $110K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
San Francisco, CA · On-site
$90K - $110K/yr
As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...
$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 ...
$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 ...
San Francisco, CA · On-site
$52K - $98K/yr
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless ...
San Francisco, CA · On-site
$52K - $98K/yr
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless ...
Sacramento, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Sacramento, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Los Angeles, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Los Angeles, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
San Diego, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
San Diego, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Irvine, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Irvine, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Santa Barbara, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
Santa Barbara, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
San Diego, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
San Diego, CA · On-site
$100K - $180K/yr
Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.
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 ...
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 ...
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 ...
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 ...
Ontario, 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 ...
New
Ontario, 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 ...
New
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
$22.5K - $34.3K
12% of jobs
$40.4K is the 25th percentile. Wages below this are outliers.
$34.3K - $46K
26% of jobs
The median wage is $53.9K / yr.
$46K - $57.8K
19% of jobs
$57.8K - $69.5K
11% of jobs
$80.5K is the 75th percentile. Wages above this are outliers.
$69.5K - $81.3K
9% of jobs
$81.3K - $93K
5% of jobs
$93K - $104.8K
7% of jobs
$104.8K - $116.5K
3% of jobs
$116.5K - $128.3K
5% of jobs
$128.3K - $140K
2% of jobs
$140K - $151.8K
1% of jobs
$22.5K
$70.1K
$151.8K
| Aspect | Private Client |
|---|
| Required Credentials | Financial Advisor |
|---|
| Work Environment | Private Client |
|---|
| Employer & Industry Usage | Financial 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.
The most popular types of Private Client jobs in California are:
Cities in California with the most Private Client job openings:
$140K - $200K/yr
Full-time
Re-posted yesterday
Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment.
Responsibilities:
· Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
· Develop new business through independent means, collaboration with other departments, senior management, and professional networking.
· Delegate work efficiently to Client Advisory support professionals.
· Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service.
· Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets.
· Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades.
· Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
· Contribute actively to internal committees as part of the senior team.
Requirements:
· Bachelor’s degree required; advanced degree (MBA or JD) highly preferred.
· Professional certifications such as CTFA, CFP, CFA, or CPA.
· Minimum of 8 years of Trust and Estate Planning experience.
· Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients.
· Proven business development experience within the UHNW space.
· Proficiency in legal documents related to trusts, estate planning, and finance.
· Established local and regional network of accounting and legal professionals.
Rewards:
· High visibility to internal executives with opportunities for position expansion and continued professional development.
· Competitive base salary, bonus, and compensation structure with excellent benefits.
· Rewarding culture within a client-focused, family-oriented firm.
If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client.
