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Private Wealth Associate Jobs in Spring Hill, FL

AllianceBernstein

Associate

Tampa, FL · On-site

$15 - $19.75/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 ...

Truist

Wealth Advisor III - Tampa / Naples

Tampa, FL · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Jambalaya Group

Client Service Specialist

Northdale, FL · On-site

$26.44 - $29.81/hr

Client Service Specialist Tampa, Florida Full-Time Position Summary Johnson and Associates, an Ameriprise Private Wealth Advisory Practice, is seeking a motivated Client Service Specialist who is ...

Morgan Stanley

E*TRADE Risk Officer

Tampa, FL · On-site

TRADE Premium & Specialty Client and Emerging Wealth Solutions by executing a broad range of ... SRO), Associate/Regional Risk Officer (ARRO/RRO), and business management to drive timely ...

Frazier & Deeter

Tax Manager, High Net Worth

Tampa, FL · On-site

$104K - $137K/yr

You provide proactive tax planning, savings strategies, and wealth preservation solutions tailored ... Familiarity with family office services and private foundation structures * Proven expertise in ...

Frazier & Deeter

Tax Manager, High Net Worth

Tampa, FL · Hybrid

$104K - $137K/yr

You provide proactive tax planning, savings strategies, and wealth preservation solutions tailored ... Familiarity with family office services and private foundation structures * Proven expertise in ...

All JobsPrivate Wealth Associate JobsPrivate Wealth Associate Jobs in Spring Hill, FL

Private Wealth Associate information

See Spring Hill, FL salary details

$9

$16

$28

How much do private wealth associate jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for private wealth associate in Spring Hill, FL is $16.86, according to ZipRecruiter salary data. Most workers in this role earn between $12.64 and $17.55 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 Spring Hill, FL as of June 2026, with employment types broken down into 66% Full Time, 33% Part Time, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $35,061 per year, or $16.9 per hour.

Associate

AllianceBernstein

Tampa, FL • On-site

$15 - $19.75/hr

Full-time

Re-posted 9 days ago

Job description

Position Overview

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.

An Associate will:

  • Collaborate and network with senior professionals throughout the firm to fuel career success

  • Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation

  • Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs

  • Strive to provide a world-class level of customer service and support

Our Comprehensive Development Program

Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.

Components of the Associate Development Program (ADP) Include:

  • In-depth industry training on proprietary investments, services, policies and procedures

  • Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies

  • A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience

  • Behavioral training geared toward the development of communication, leadership, and other professional skills

  • Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.

Job Qualifications

We Are Seeking:

  • People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships

  • Accomplished team players who thrive in a rigorous and challenging environment

  • Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere

  • Individuals who have a bachelor's degree with excellence in academics and strong leadership experience

  • Proficiency in Word and Excel are required

Desired Qualifications

  • 1-2 years client service experience, financial services industry experience a plus

  • The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus

Company Overview

Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.

Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com

To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html

Tampa, Florida

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