Private Client Advisor Jobs in Florida
Private Client Advisor jobs in Florida are in strong demand, concentrated in wealth management, private banking, and financial planning across a market that supports roles from junior relationship associate through senior wealth advisor. Miami, Tampa, and Palm Beach are the primary hiring hubs, home to major employers such as Morgan Stanley, Wells Fargo, and Raymond James, all of which maintain deep Florida operations. The most sought-after specialties are high-net-worth portfolio management, trust and estate planning, and alternative investments. Find a role that fits below and apply directly.
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Showing 5 of 29+ 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 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
See All 29 Private Client Advisor Jobs in Florida
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Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Private Client Advisor Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
- JPMorganChase23
- Bank of America4
- Marsh McLennan Agency2
Top Industries Hiring
- Banking & Financial Services11
- Fintech10
- Investment & Asset Management10
- Consulting & Professional Services1
What Florida Employers Look For
The qualifications that appear most often in private client advisor jobs across Florida.
- Active FINRA Series 7 and Series 66 licenses required or expected within first year
- Bachelor's degree in finance, business, economics, or a closely related field
- Minimum three to five years of client-facing experience in financial services or wealth management
- Demonstrated ability to build and manage a book of business with high-net-worth clients
- CFP designation preferred or in progress for advisory and planning-focused positions
- Strong familiarity with Florida's retirement-centric client base and estate planning considerations
Private Client Advisor Jobs in Florida: Frequently Asked Questions
How do you become a private client advisor in Florida?
The most direct path is earning a bachelor's degree in finance or a related field, then obtaining FINRA licensure through the Series 7 General Securities Representative exam and the Series 66 Uniform Combined State Law exam, both of which are required to provide investment advice and sell securities in Florida. FINRA administers registration, and Florida operates under its framework with no separate state-issued investment advisor license required for broker-dealer employees. A CFP credential significantly strengthens candidacy for advisory roles.
How much do private client advisors make in Florida?
Private client advisors in Florida earn a median of about $100,970 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $48,950 for the lowest 10% to over $395,370 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in Florida?
Employers hiring private client advisors in Florida right now include JPMorganChase, Bank of America, and Marsh McLennan Agency, based on current listings on Migrate Mate as of September 2026. Florida's large retirement population and concentration of high-net-worth households make it one of the more active states for private wealth hiring year-round.
Which Florida cities have the most private client advisor jobs?
Tampa, Naples, and Sarasota account for the most private client advisor openings in Florida. Miami leads because of its international wealth base and density of private banking operations, Tampa draws hiring from large regional firms and corporate headquarters, and Palm Beach reflects concentrated demand from high-net-worth and ultra-high-net-worth clients who reside there year-round or seasonally.
Are there remote private client advisor jobs in Florida?
Yes, but they're rare. About 13% of private client advisor openings tied to Florida are remote or hybrid as of September 2026, reflecting the relationship-driven nature of the role. The functions most likely to be done remotely are financial planning analysis, portfolio review preparation, and client reporting, while business development and new client acquisition almost always require in-person presence.
How can I get hired as a private client advisor in Florida with little or no experience?
The most realistic entry point is a client associate or wealth management associate role, which large Florida-based firms like Raymond James and Wells Fargo use as the primary feeder into advisory positions. These roles handle administrative support, client onboarding, and portfolio reporting, giving you direct exposure to advisors. Completing your Series 7 before applying, even without an employer sponsor, signals commitment. A finance degree from a Florida university with a strong alumni network in the state's financial centers also opens early doors.
Where can I find and apply to private client advisor jobs in Florida?
You can find and apply to private client advisor jobs in Florida on Migrate Mate, which lists current Florida openings across wealth management, private banking, and financial planning. Find roles that fit your experience and credentials and apply directly through each listing.
See All 29 Private Client Advisor Jobs in Florida
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