7 of the Most Popular Types of Private Client Jobs in 2026

See what kind of roles similar to Private Client jobs are hiring now

Top Types Of Private Client Jobs

• Private Banker

  Salary range: $47,500 - $66,000

  A private banker provides banking and investment products to their clients. The clients of a private bank are typically very wealthy and need banking products and investment solutions that are more specialized than the needs of the general public. Private bankers work to protect their client's wealth and help it grow. These bankers also help create retirement plans and strategies that allow their clients to pass their wealth on to future generations. The services that private bankers provide are similar to traditional investment bankers; however, private bankers typically deal with more extensive wealth portfolios.

• Private Family Office

  Salary range: $40,000 - $59,000

  Private Family Office is a typical job search query Most salaries for Private Family Office jobs pay between $40,000 (25th percentile) and $59,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Private Family Office job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Schwab Private Client

  Salary range: $38,500 - $53,000

  Schwab Private Client is a more unusual job search query but still may give you interesting job results. Most salaries for Schwab Private Client jobs pay between $38,500 (25th percentile) and $53,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Schwab Private Client job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Registered Client Associate

  Salary range: $38,500 - $73,500

  A registered client associate works for a bank or similar financial institution to acquire and retain new customers. As a client associate, your job duties revolve around interacting with clients to ensure their satisfaction. This includes setting up their accounts and sharing progress with an associate or financial advisor. You play a crucial role in client service for these accounts, letting those with more robust wealth management backgrounds handle the investment aspect. In some positions, registered client associates may also provide sales support, assist in social media marketing efforts, and educate clients on new account services.

• Wealth Management

  Salary range: $86,500 - $109,000

  Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

• Client Services Associate

  Salary range: $35,500 - $52,000

  A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

• Associate Private Banker

  Salary range: $42,000 - $212,500

  Associate Private Banker is a typical job search query Most salaries for Associate Private Banker jobs pay between $42,000 (25th percentile) and $212,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Associate Private Banker job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.