Private Client Advisor Jobs
Private Client Advisor jobs are open across wealth management, private banking, insurance, and brokerage firms, from entry-level associate to senior and director levels, with specializations in high-net-worth planning, investment advisory, and trust services. Find a role that fits from the openings below and apply directly.
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INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
BASIC QUALIFICATIONS
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community
PREFERRED QUALIFICATIONS
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
SKILLS
- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
BASIC QUALIFICATIONS
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community
PREFERRED QUALIFICATIONS
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
SKILLS
- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
Private Client Advisor Jobs by Experience Level
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Find Private Client Advisor JobsPrivate Client Advisor Job Market
Who's Hiring
- JPMorganChase575
- KeyBank41
- Bank of America10
- Trucordia9
- Marsh McLennan Agency9
Top Industries Hiring
- Banking & Financial Services290
- Fintech272
- Investment & Asset Management272
- Consulting & Professional Services5
- Insurance2
What Employers Look For
The qualifications that appear most often in private client advisor jobs.
- FINRA Series 7 and Series 66 or Series 65 licenses required
- Minimum three to five years of experience managing high-net-worth client relationships
- Bachelor's degree in finance, business, or a related field
- CFP, CFA, or CIMA designation preferred or required at senior levels
- Demonstrated ability to prospect, onboard, and retain affluent clients
- Proficiency with CRM platforms such as Salesforce or Redtail
Tips for Your Private Client Advisor Job Search
Quantify your book of business
Hiring managers want to see assets under management, client retention rates, and revenue generated. Pull those numbers from your performance reviews and lead with them in your resume summary rather than burying them in bullet points.
Highlight your Series licenses upfront
Your Series 7, Series 65, or Series 66 licenses belong in a dedicated credentials section near the top of your resume. Recruiters scan for license status before reading anything else on a private client advisor application.
Target firms by client segment fit
Ultra-high-net-worth roles at family offices differ sharply from mass-affluent positions at retail banks. Read each job description for the minimum investable asset threshold and make sure your stated client experience matches that segment specifically.
Apply early to roles that fit
Migrate Mate lists private client advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a client scenario for interviews
Interviewers frequently present a hypothetical client with competing goals, liquidity needs, and tax concerns. Practice talking through your discovery process, the products you'd consider, and how you'd explain your recommendation in plain language.
Negotiate on comp structure, not just base
Private client advisor offers often include a draw, grid payout, or bonus tied to AUM milestones. Ask for the full compensation model in writing before accepting and compare the realistic first-year total, not the headline base salary.
Private Client Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most private client advisors?
The companies hiring the most private client advisors right now include JPMorganChase, KeyBank, and Bank of America, with the largest share of openings in California, Illinois, and Texas, based on current listings on Migrate Mate as of September 2026. Large regional banks and independent broker-dealers tend to post the most consistent volume throughout the year.
How many private client advisor jobs are remote?
About 7% of private client advisor openings are fully remote or hybrid as of September 2026, though most roles still expect some in-person client contact. Planning and financial analysis work tends to be the most remote-friendly, while relationship-building and prospect meetings are almost always conducted in person.
How do you become a private client advisor?
Start by earning a bachelor's degree in finance, economics, or business, then pass the FINRA Series 7 and either the Series 65 or Series 66 exams to become licensed. Build client-facing experience at a bank, brokerage, or insurance firm, then pursue a CFP or CFA designation to move into high-net-worth roles. Most senior positions require several years of managing real client relationships and a demonstrable book of business.
Can you get hired as a private client advisor with little experience?
Yes, many firms hire candidates into associate or junior advisor roles specifically to develop them. Entry-level candidates with completed licenses, a finance degree, and any client service background in banking or retail brokerage are competitive. Some firms run structured development programs that pair you with a senior advisor while you build your own client pipeline over two to three years.
What does the private client advisor interview process look like?
The process typically starts with a phone screen focused on your licensing status and client experience, followed by one or two rounds with a branch manager or regional director. Expect a behavioral interview covering how you handle client objections and investment conversations, often ending with a case study or mock discovery call. Background checks and a review of your FINRA CRD record are standard before any offer.
Where can I find and apply to private client advisor jobs?
You can find and apply to private client advisor jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience, licensing, and preferred client segment, then apply directly to each listing.
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