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Private Wealth Associate Jobs (NOW HIRING)

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

Chicago, IL · On-site

$68K - $73K/yr

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 ...

114 Private Wealth

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Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice ... Position Overview The Wealth Associate will work closely with our Wealth Advisors, Wealth ...

114 Private Wealth

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Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice ... Position Overview The Wealth Associate will work closely with our Wealth Advisors, Wealth ...

114 Private Wealth

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Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice ... We are seeking an experienced Senior Registered Wealth Associate to join our growing practice. This ...

114 Private Wealth

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Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice ... We are seeking an experienced Senior Registered Wealth Associate to join our growing practice. This ...

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How much do private wealth associate jobs pay per hour?

As of Sep 1, 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.

What is a private wealth associate?

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.

What does a private wealth associate do?

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 are the key skills and qualifications needed to thrive as a private wealth associate?

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.

Is a private wealth associate a good career?

A private wealth associate is a professional who manages high-net-worth clients' financial portfolios, requiring strong interpersonal skills, financial knowledge, and certifications such as the CFP. The role offers opportunities for career growth, high earning potential, and exposure to complex financial strategies, making it a desirable career path for those interested in finance and client service.
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Private Wealth Associate jobs near you
Infographic showing various Private Wealth Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.

Private Wealth Associate

Kansas City, MO • On-site, Remote

MB Attorney Search
See more jobs at MB Attorney Searchexternal

Full-time

Posted 19 days ago

Job description

A leading national law firm is seeking an experienced Private Wealth Associate to join its sophisticated private wealth practice. The firm is open to considering candidates across its U.S. offices, including a fully virtual office, with particular interest in candidates located in Dallas, Kansas City, Los Angeles, Milwaukee, Nashville, or St. Louis.

This is an excellent opportunity for an attorney with a strong background in estate planning and private wealth matters to work alongside attorneys across multiple offices and contribute to sophisticated client engagements involving high-net-worth individuals, families, and their businesses.

Key Responsibilities

The successful candidate will advise and assist clients with a broad range of private wealth matters, including:

  • Sophisticated estate planning and document drafting.
  • Trust and estate administration.
  • Federal and state estate and gift tax matters.
  • Charitable planning and related strategies.
  • Developing and implementing wealth transfer and succession planning strategies.
  • Conducting legal research and analysis involving complex trusts and estates issues.
  • Drafting and reviewing sophisticated legal documents and planning instruments.
  • Collaborating with attorneys across multiple offices and practice areas.
  • Managing multiple client matters while maintaining high standards of quality and responsiveness.
  • Communicating legal strategies and recommended courses of action clearly and effectively.

Qualifications

The ideal candidate will possess:

  • 4–8 years of relevant legal experience, preferably in private wealth, trusts and estates, or a closely related practice.
  • Prior law firm experience.
  • Demonstrated experience with sophisticated estate planning and drafting.
  • Experience with trust and estate administration.
  • Knowledge of estate and gift tax matters.
  • Experience with charitable planning.
  • Excellent academic credentials.
  • Exceptional judgment and strong analytical abilities.
  • Superior interpersonal and communication skills.
  • The ability to manage multiple projects and competing deadlines effectively.
  • The ability to work well under pressure.
  • A proactive, dynamic, and entrepreneurial approach to client service.
  • An active bar license in the state corresponding to the office where the candidate will practice, or a commitment to obtain admission as soon as possible.

To Apply

Submit your resume to MB Attorney Search for confidential consideration. Candidates selected for an initial screening interview will receive additional information regarding the opportunity, compensation, and overall fit.

Additional materials, including a law school transcript, writing sample, cover letter, or references, may be requested later in the process if relevant. All inquiries will be handled with strict confidentiality, and candidate materials will not be shared with our client without your prior consent.