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Private Wealth Associate Jobs (NOW HIRING)

BOK Financial

Private Wealth Associate

Plano, TX · On-site

The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located within Private Banking. The role is designed to teach the specific policies and operating procedures ...

BOK Financial

Private Wealth Associate

Plano, TX · On-site

The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located within Private Banking. The role is designed to teach the specific policies and operating procedures ...

BOK Financial

Private Wealth Associate

Plano, TX

The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located within Private Banking. The role is designed to teach the specific policies and operating procedures ...

CMC Recruiting

Private Wealth Associate

Irvine, CA · On-site

$125K - $160K/yr

This firm is hiring a Private Wealth Associate serves as both a Service Advisor and Secondary Advisor, partnering closely with Lead Advisors to deliver a high-touch, comprehensive client experience.

AllianceBernstein

Private Wealth Associate

Dallas, TX

$15.50 - $20.75/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Private Wealth Associate

Chicago, IL

$16.25 - $21.75/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Private Wealth Associate

Miami, FL · On-site

$15 - $20/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Private Wealth Associate

New York, NY

$17.25 - $23/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Private Wealth Associate

Philadelphia, PA · On-site

$16 - $21.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Private Wealth Associate

Washington, DC

$17.75 - $23.75/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

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Private Wealth Associate information

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How much do private wealth associate jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for private wealth associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

How does a Private Wealth Associate typically collaborate with financial advisors and clients on a daily basis?

Private Wealth Associates work closely with financial advisors to prepare client presentations, handle account administration, and ensure a seamless client experience. They frequently interact with clients to address service requests, gather documentation, and provide updates on account activities. This role acts as a liaison between the client and the wealth management team, requiring strong communication and organizational skills to manage multiple priorities efficiently. Collaboration is key, as associates often coordinate with portfolio managers, compliance teams, and other specialists to deliver tailored solutions for high-net-worth individuals.

What do private wealth associates do?

Private wealth associates support high-net-worth clients by providing financial planning, investment management, and estate planning services. They analyze client portfolios, prepare reports, and collaborate with senior advisors to develop personalized strategies, often using financial software and maintaining client relationships. Strong communication skills and relevant certifications like the CFP are typically required.

How many financial advisors make $500,000 a year?

Private Wealth Associates and other financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, strong sales skills, and relevant certifications like the CFP or CFA. High earnings are typically associated with experience, performance, and the size of the client base, often in a commission-based or fee-based environment.

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

To thrive as a Private Wealth Associate, you need a strong understanding of financial markets, investment products, and client relationship management, often supported by a degree in finance or a related field. Familiarity with portfolio management systems, CRM software, and relevant certifications such as the Series 7 or 66 is typically required. Excellent interpersonal skills, discretion, and attention to detail help build client trust and deliver tailored solutions. These competencies are vital for supporting high-net-worth clients, ensuring compliance, and contributing to the growth and reputation of the wealth management team.

What are Private Wealth Associates?

Private Wealth Associates are professionals who support private wealth advisors in managing the financial affairs of high-net-worth clients. Their responsibilities typically include preparing financial reports, coordinating client meetings, assisting with investment research, and ensuring compliance with regulatory requirements. They play a key role in maintaining client relationships and ensuring that clients receive high-quality service. Private Wealth Associates often work in private banks, wealth management firms, or investment advisory companies.

Is private wealth a good career?

A career as a Private Wealth Associate involves providing financial planning and investment management services to high-net-worth clients, often requiring strong interpersonal skills and financial knowledge. It can be a rewarding field with opportunities for advancement and high earning potential, especially with relevant certifications like the CFP or CFA. However, it often demands long hours and high-pressure environments.
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Private Wealth Associate jobs near you
Private Wealth Associate

Private Wealth Associate

BOK Financial

Plano, TX • On-site

Other

Posted 18 days ago

Key responsibilities

  • Partner with Private Wealth Advisors, Private Wealth Bankers, Trust Officers and Investment Managers to complete analysis, client assessments, client requests, and projects, as well as review and analyze complex client and sales information and provide recommendations.

  • Complete advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Managers by synthesizing data and performing complex analysis.

  • Develop both external and internal relationships, including specialty areas of the bank such as Tax, Real Estate Management, Mineral Management, Investment Management and Operations departments.

Job description

Req ID: 77733 

Location: Plano -PLAN 

Areas of Interest: Wealth Management 

Pay Transparency Salary Range: Not Available 

Application Deadline: 07/31/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type
BOKF Performance Plan (D02)
Summary

We're building a culture at BOK Financial where amazing people like you can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Job Description

The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located within Private Banking. The role is designed to teach the specific policies and operating procedures within the department (banking, fiduciary administration, investment management, in addition to project management) to the incumbent.  Typically, within 24-36 months, the incumbent will transition into a role of Private Banker.   

Team Culture

Everyone on the team proudly leans in to mold talent and build an internal bench for the private wealth organization.  Team members are celebrated and recognized regularly, and the Private Wealth Associates have a forum to meet with those in other markets and share best practices. Learning from one another is central to your success.          

How You'll Spend Your Time
  • You'll partner with Private Wealth Advisors, Private Wealth Bankers, Trust Officers and Investment Managers to complete analysis, client assessments, client requests, and projects, as well as review and analyze complex client and sales information and provide recommendations.
  • You'll complete advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Managers which will require you to synthesize data and perform complex analysis.
  • You'll develop both external and internal relationships, including specialty areas of the bank such as Tax, Real Estate Management, Mineral Management, Investment Management and Operations departments. 
Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor's Degree in Business or related field of study or 3-4 years of experience in finance, accounting or investments or equivalent combination of education and experience.

  • Basic knowledge of various securities and investment-related products and services.
  • Basic knowledge of trust concepts and application to Personal Trust.
  • Basic understanding of lending practices and policies, loan documentation requirements and regulations.
  • Ability to assess specific customer needs, recommend and offer appropriate products and prepare client and new business presentation material
  • Proficient computer skills including word processing and strong working knowledge of spreadsheet and presentation software. 
  • Extremely strong oral and written communication skills, including interpersonal skills
Working Conditions & Physical Requirements
Office

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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