Private Client Advisor Jobs in California
Private Client Advisor jobs in California are among the most active in the country, concentrated in wealth management, private banking, and family office services, with openings at every level from associate advisor through senior relationship manager. Los Angeles, San Francisco, and San Diego are the dominant hiring markets, where firms like Wells Fargo, JPMorgan, and Bank of the West maintain significant private banking operations. Demand is strongest in high-net-worth portfolio management, trust and estate planning, and integrated financial planning for tech-sector clients. Find a role that fits below and apply directly.
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Showing 5 of 69+ Private Client Advisor jobs
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 impact 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.
Responsibilities:
- 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
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.
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 impact 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.
Responsibilities:
- 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
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
See All 69 Private Client Advisor Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in California
Where California roles are concentrated, by current openings.
Private Client Advisor Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- JPMorganChase66
- Bank of America1
- Eisner Advisory Group1
- Marsh1
Top Industries Hiring
- Banking & Financial Services11
- Fintech10
- Investment & Asset Management10
- Accounting & Auditing1
- Insurance1
What California Employers Look For
The qualifications that appear most often in private client advisor jobs across California.
- Active FINRA Series 7 and Series 66 licenses required or expected within 90 days
- California insurance license preferred for advisors offering comprehensive financial planning
- Bachelor's degree in finance, economics, or a related business discipline
- Minimum three to five years of experience in wealth management or private banking
- Demonstrated ability to build and retain a book of high-net-worth client relationships
- CFP designation or active progress toward Certified Financial Planner certification
Private Client Advisor Jobs in California: Frequently Asked Questions
How do you become a private client advisor in California?
Becoming a private client advisor in California typically starts with earning a bachelor's degree in finance, economics, or business, then obtaining FINRA Series 7 and Series 66 licenses, which are required to provide investment advice and execute securities transactions. California does not impose a separate state-level registration beyond FINRA and SEC or state-registered investment adviser requirements. Many candidates also pursue a California insurance license and the CFP designation to broaden their service offering and stand out to employers.
How much do private client advisors make in California?
Private client advisors in California earn a median of about $130,330 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $67,690 for the lowest 10% to over $393,860 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in California?
Employers hiring private client advisors in California right now include JPMorganChase, Bank of America, and Eisner Advisory Group, based on current listings on Migrate Mate as of June 2026. California's concentration of high-net-worth individuals, particularly in the technology and entertainment industries, means major national banks, regional wealth management boutiques, and family office firms all maintain active hiring pipelines in the state.
Which California cities have the most private client advisor jobs?
The cities with the most private client advisor openings in California are San Francisco, San Jose, and Lakewood. Los Angeles draws the largest share of postings because of its dense concentration of entertainment-industry wealth and large regional bank headquarters, while San Francisco and San Diego attract openings tied to technology sector clients and established private banking operations in those metros.
Are there remote private client advisor jobs in California?
Yes, but they're less common than in purely analytical roles, because private client advising centers on trust-based relationships that firms prefer to maintain in person. About 3% of private client advisor openings tied to California are remote or hybrid as of June 2026, and those arrangements are most often found in portfolio review, financial planning, and client reporting functions rather than primary relationship management or new client acquisition.
How can I get hired as a private client advisor in California with little or no experience?
The most realistic entry path is joining a large California-based bank or wealth management firm as a client associate or financial planning associate, roles that provide direct exposure to advisors and client portfolios while you complete your licensing requirements. Wells Fargo Advisors, Merrill Lynch, and Edward Jones all run structured associate programs in California markets where new entrants study for Series 7 and Series 66 licenses on the job. Earning the CFP candidacy status and gaining experience in client service or banking operations are the credentials that most reliably open the door to an advisory track.
Where can I find and apply to private client advisor jobs in California?
You can find and apply to private client advisor jobs in California on Migrate Mate, which lists current openings across the state. Search the listings, find roles that match your experience and the California markets you want to work in, and apply directly to the ones that fit.
See All 69 Private Client Advisor Jobs in California
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