ZipRecruiter

Log In

1

Private Wealth Associate Jobs (NOW HIRING)

Friar Violet

Private Wealth Associate

Nashville, TN · On-site

$70K - $80K/yr

This role is for a client, a wealth management firm in Nashville. Role: - Assist Private Wealth advisors with case preparation for client meetings - Assist with placing trades, money movement and ...

Masterworks

Private Wealth Advisor

Beverly Hills, CA · On-site

$118/day

Role Overview As a Private Wealth Associate for Masterworks Advisers, you will be an essential part of our gallery sales team focused on driving activity, building pipeline, and supporting the client ...

Masterworks

Private Wealth Advisor

New York, NY

$118/day

Role Overview As a Private Wealth Associate for Masterworks Advisers, you will be an essential part of our gallery sales team - focused on driving activity, building pipeline, and supporting the ...

Masterworks

Private Wealth Advisor

New York, NY · On-site

$118/day

Role Overview As a Private Wealth Associate for Masterworks Advisers, you will be an essential part of our gallery sales team focused on driving activity, building pipeline, and supporting the client ...

Masterworks

Private Wealth Advisor

Beverly Hills, CA · On-site

$118/day

Role Overview As a Private Wealth Associate for Masterworks Advisers, you will be an essential part of our gallery sales team - focused on driving activity, building pipeline, and supporting the ...

next page

Showing results 1-20

All JobsPrivate Wealth Associate Jobs

Private Wealth Associate information

See salary details

$10

$19

$33

How much do private wealth associate jobs pay per hour?

As of Jun 29, 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.
More about Private Wealth Associate jobs
What cities are hiring for Private Wealth Associate jobs? Cities with the most Private Wealth Associate job openings:
What states have the most Private Wealth Associate jobs? States with the most job openings for Private Wealth Associate jobs include:
What job categories do people searching Private Wealth Associate jobs look for? The top searched job categories for Private Wealth Associate jobs are:
Private Wealth Associate jobs near you

Private Wealth Associate Attorney

Aligned Talent Acquisition

Miami, FL • Hybrid

$200K - $450K/yr

Full-time

Posted 7 days ago

Job description

Miami | Hybrid

Private Wealth Associate AttorneyFuture OpportunitiesCompensation

$200,000 – $450,000+

Aligned Talent Acquisition is always interested in connecting with talented Private Wealth Associate Attorneys in the Miami market.

Attorneys with this background are consistently sought after by law firms ranging from regional practices to national and Am Law firms, with compensation generally ranging from $200,000 to $450,000+ depending on experience, firm size, and practice focus.

Whether you're actively exploring the market or simply interested in expanding your professional network, I'd welcome the opportunity to learn more about your experience and career goals.

Ideal Background

• 2–8 years of private wealth, trusts & estates, estate planning, wealth transfer, or tax planning experience

• Experience advising high-net-worth individuals, ultra-high-net-worth families, business owners, executives, family offices, fiduciaries, and charitable organizations

• Experience with estate planning, wealth transfer planning, trust administration, succession planning, and asset preservation strategies

• Experience drafting wills, trusts, powers of attorney, gifting strategies, family limited partnership documents, and other wealth planning documents

• Experience advising clients on gift, estate, generation-skipping transfer, and income tax planning matters preferred

• Strong drafting, analytical, client counseling, and communication skills

• Ability to build and maintain long-term client relationships

• Excellent academic credentials

• J.D. from an ABA-accredited law school required

• Florida bar admission preferred or ability to become admitted

Why Attorneys Explore Opportunities

Compensation ranging from $200,000–$450,000+

Sophisticated private wealth and estate planning matters

Opportunity to advise high-net-worth and ultra-high-net-worth clients

Meaningful long-term client relationships

Partnership-track opportunities

Strong mentorship and professional development

Hybrid flexibility at many firms

Interested?

Aligned Talent Acquisition is always interested in connecting with talented attorneys with this type of background.

I regularly speak with attorneys and law firms in this practice area and would be happy to discuss your experience, career goals, and current market conditions.

Even if you're not actively looking or aren't sure it's the right time to explore the market, let's connect for a confidential conversation. I'm happy to discuss your experience, career goals, and how your background compares to current opportunities in the market.

Confidential inquiries welcome.

Devney Ayers
Director of Legal Recruiting
Aligned Talent Acquisition

devney@alignedtalentacquisition.com
(216) 710-5174