Mid Level Private Client Advisor Jobs
Mid level private client advisor jobs go to advisors ready to own client portfolios end to end, mentor junior associates, and make recommendations with limited oversight. Openings run across Consulting & Professional Services and Insurance, with 100% remote or hybrid availability, and employers like Marsh McLennan Agency hiring at this level now.
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Showing 5 of 7+ Mid Level Private Client Advisor jobs
Company:
Marsh McLennan AgencyDescription:
Senior Private Client Advisor
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Client Advisor at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).
A day in the life.
As our Senior Private Client Advisor on the Private Client Services team, you’ll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You’ll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Proactive service is key here. You’ll be anticipating client needs and addressing their questions—whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals, you’ll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you’ll be looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- 3 plus years’ personal lines insurance experience with High-Net-Worth clientele
- Property & Casualty (P&C) License
- Client service orientation with balance on managing expectations.
- Ability to travel for client and company meetings as needed
These additional qualifications are a plus, but not required to apply:
- Bachelor’s degree
- Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure .
Follow us on social media to meet our colleagues and see what makes us tick:
- X
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-hybrid
#MMAPCS
Company:
Marsh McLennan AgencyDescription:
Senior Private Client Advisor
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Client Advisor at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).
A day in the life.
As our Senior Private Client Advisor on the Private Client Services team, you’ll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You’ll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Proactive service is key here. You’ll be anticipating client needs and addressing their questions—whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals, you’ll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you’ll be looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- 3 plus years’ personal lines insurance experience with High-Net-Worth clientele
- Property & Casualty (P&C) License
- Client service orientation with balance on managing expectations.
- Ability to travel for client and company meetings as needed
These additional qualifications are a plus, but not required to apply:
- Bachelor’s degree
- Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure .
Follow us on social media to meet our colleagues and see what makes us tick:
- X
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-hybrid
#MMAPCS
See All 7 Mid Level Private Client Advisor Jobs
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Who's Hiring
- Marsh McLennan Agency7
Top Industries Hiring
- Consulting & Professional Services5
- Insurance2
Mid Level Private Client Advisor Jobs: Frequently Asked Questions
How do I get a mid level private client advisor job?
Position yourself around ownership, not just support. Highlight client relationships you managed directly, portfolios you grew, and recommendations you made independently. Emphasize any specialization you have built, whether in wealth planning, investment products, or a specific client segment. Tailor your resume to show measurable outcomes, and be specific about the scope of responsibility you held, not just the tasks you completed.
Which companies hire mid level private client advisors?
Companies hiring mid level private client advisors right now include Marsh McLennan Agency, based on current listings on Migrate Mate as of July 2026. At this level, hiring comes from a mix of regional banks, national wealth management firms, independent registered investment advisors, and insurance-linked financial services companies that need advisors ready to run their own books.
Are there remote mid level private client advisor jobs?
Yes, though client-facing roles in this field skew toward hybrid rather than fully remote. About 100% of mid level private client advisor openings are remote or hybrid as of July 2026, reflecting employer flexibility on back-office and planning work alongside in-person client expectations. Searching by location or work setting on Migrate Mate lets you filter current openings by arrangement.
How do I move up to a mid level private client advisor role?
The path into mid level typically runs through building a consistent client service record, then taking on progressively larger or more complex accounts with less day-to-day supervision. Advisors who reach mid level have usually developed a recognizable specialty, demonstrated they can retain clients independently, and shown measurable impact, such as portfolio growth or increased assets under management, rather than simply executing instructions from senior colleagues.
Which industries hire the most mid level private client advisors?
Mid Level private client advisor roles concentrate in Consulting & Professional Services and Insurance, based on current listings on Migrate Mate as of July 2026. These sectors drive hiring at this level because their client bases, whether high-net-worth individuals, business owners, or institutional accounts, require advisors experienced enough to build trust and manage complexity without constant escalation.