Private Client Associate Jobs
Private Client Associate jobs are open across wealth management, private banking, and brokerage firms, at every level from entry-level associate to senior relationship manager, with specializations in portfolio servicing, client onboarding, and high-net-worth account administration. Find a role that fits below and apply directly.
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As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.
What you are good at
- Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
- Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
- Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
- Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.
Requirements:
- High School diploma
- Prior office experience preferred but not required
- Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
- Excellent customer service skills
- Proficient skills in Word, Excel, PowerPoint, and Outlook
- Able to work effectively in a fast paced, deadline-oriented environment
- Strong attention to detail
- Able to work effectively as part of a team
- High ethical standards
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, employee ownership, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We have earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.
What you are good at
- Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
- Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
- Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
- Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.
Requirements:
- High School diploma
- Prior office experience preferred but not required
- Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
- Excellent customer service skills
- Proficient skills in Word, Excel, PowerPoint, and Outlook
- Able to work effectively in a fast paced, deadline-oriented environment
- Strong attention to detail
- Able to work effectively as part of a team
- High ethical standards
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, employee ownership, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We have earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
Private Client Associate Jobs by Experience Level
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Find Private Client Associate JobsPrivate Client Associate Job Market
Who's Hiring
- JPMorganChase979
- KeyBank91
- BDO39
- Alvarez & Marsal27
- Bank of America23
Top Industries Hiring
- Banking & Financial Services455
- Investment & Asset Management440
- Fintech437
- Accounting & Auditing10
- Technology & Software7
What Employers Look For
The qualifications that appear most often in private client associate jobs.
- FINRA Series 7 and Series 66 (or 63/65) licenses required or must obtain within 90 days
- Minimum two to four years of experience in wealth management, private banking, or brokerage operations
- Demonstrated experience managing high-net-worth or ultra-high-net-worth client relationships
- Proficiency with CRM platforms and portfolio management or reporting software
- Bachelor's degree in finance, business, economics, or a related field
- Strong knowledge of KYC, AML compliance procedures, and suitability standards
Tips for Your Private Client Associate Job Search
Tailor your resume to client servicing
Highlight quantifiable relationship management wins, like retention rates or book-of-business growth, rather than generic customer service duties. Private client associate hiring managers want to see direct evidence you've handled high-net-worth or ultra-high-net-worth client accounts.
Lead with your licensing credentials
Put Series 7, Series 66, or CFP credentials in a dedicated certifications section near the top of your resume. Many applicants bury licenses in a skills list, so surfacing them early helps your application clear ATS filters faster.
Apply early to roles that fit
Migrate Mate lists private client associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by client segment served
Filter openings by whether the firm focuses on ultra-high-net-worth individuals, family offices, or institutional clients. Each segment has different day-to-day responsibilities, and aligning your experience to the right segment improves your callback rate meaningfully.
Prepare for compliance and suitability questions
Interviewers frequently test your understanding of KYC procedures, suitability standards, and Reg BI obligations. Walk through a scenario where you identified a client whose requested investment conflicted with their stated risk tolerance and explain how you handled it.
Negotiate your book-of-business transition terms
If you're moving from another firm and bringing client relationships, clarify upfront whether the offer includes transition support, a draw against future production, or non-solicit restrictions. These terms vary widely and affect your first-year compensation more than the base salary itself.
Private Client Associate Jobs: Frequently Asked Questions
Which companies are hiring the most private client associates?
The companies hiring the most private client associates right now include JPMorganChase, KeyBank, and BDO, with the largest share of openings in California, Illinois, and New York, based on current listings on Migrate Mate as of November 2026. Demand is highest at wirehouses, regional broker-dealers, and independent registered investment advisors expanding their private client divisions.
How many private client associate jobs are remote?
About 16% of private client associate openings are fully remote or hybrid as of November 2026, with fully in-office roles still common given the relationship-driven nature of the work. Roles focused on operations, account administration, and client reporting tend to offer the most remote or hybrid flexibility compared to client-facing positions.
How do you become a private client associate?
Start by earning a bachelor's degree in finance, economics, or a related field, then obtain your FINRA Series 7 and Series 66 licenses, which most employers require before or shortly after hire. Build foundational experience in brokerage operations, financial planning support, or retail banking, then move into a private client or wealth management team as you develop direct client relationship skills.
Can you get hired as a private client associate with little experience?
Yes, some firms hire candidates with limited direct wealth management experience if you hold relevant licenses and have a strong background in client-facing financial services, such as retail banking or brokerage operations. Emphasize your familiarity with investment account types, your ability to handle sensitive client situations professionally, and any coursework or certifications in financial planning to strengthen an entry-level application.
What does the private client associate interview process look like?
The process typically starts with a recruiter or HR screen focused on licensing status and background, followed by one or two rounds with the hiring manager covering technical knowledge, client scenario questions, and your familiarity with compliance requirements. Final rounds often include a meeting with senior advisors or a branch manager who assesses your relationship-building approach and long-term fit with the team's client base.
Where can I find and apply to private client associate jobs?
You can find and apply to private client associate 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 that fits.
See All 1,427+ Private Client Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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