Private Wealth Associate Jobs
Private Wealth Associate jobs are open across wealth management firms, banks, and independent advisory practices, at levels from entry-level analyst to senior associate, with specializations in portfolio administration, client relationship management, and financial planning support. Scan the live roles below and apply to whichever ones fit.
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Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
Acts as a resource to associates with less experience
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
Bachelor’s degree in business, finance, economics, accounting or related field
Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills and Competencies
Ability to independently manage the largest client relationships
Advanced relationship management, business development and presentation skills
Advanced sales, negotiation, problem solving, and interpersonal skills
Anticipates client needs and is proactively provides solutions
Excellent verbal and written communication skills
Possess effective and proven sales experience
Strong initiative to be proactive and follow through on client requests
Position Type Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $135,147.71 USD
Median: $192,370.50 USD
Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details Buckhead
Location: Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
Acts as a resource to associates with less experience
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
Bachelor’s degree in business, finance, economics, accounting or related field
Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills and Competencies
Ability to independently manage the largest client relationships
Advanced relationship management, business development and presentation skills
Advanced sales, negotiation, problem solving, and interpersonal skills
Anticipates client needs and is proactively provides solutions
Excellent verbal and written communication skills
Possess effective and proven sales experience
Strong initiative to be proactive and follow through on client requests
Position Type Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $135,147.71 USD
Median: $192,370.50 USD
Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details Buckhead
Location: Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
See All 592+ Private Wealth Associate Jobs
Find roles that match your experience and apply in just a few clicks.
Find Private Wealth Associate JobsPrivate Wealth Associate Job Market
Who's Hiring
- JPMorganChase330
- Goldman Sachs30
- U.S. Bank26
- Morgan Stanley19
- Bank of America17
Top Industries Hiring
- Banking & Financial Services43
- Investment & Asset Management18
- Fintech4
- Accounting & Auditing1
What Employers Look For
The qualifications that appear most often in private wealth associate jobs.
- Bachelor's degree in finance, economics, or a related field
- Series 7 and Series 66 licenses or willingness to obtain them
- Experience supporting high-net-worth or ultra-high-net-worth clients
- Proficiency in portfolio management and CRM software platforms
- CFP designation or active progress toward certification preferred
- Strong written and verbal communication skills for client correspondence
Tips for Your Private Wealth Associate Job Search
Tailor your resume to client-facing work
Highlight direct experience with high-net-worth clients, AUM figures you supported, and tools like portfolio management software. Hiring managers in private wealth scan for relationship management depth, not just technical credentials, so lead with client impact over internal tasks.
Pursue the CFP or Series 65 early
Many private wealth associate openings require or strongly prefer the CFP, Series 7, or Series 65. If you're missing one, enroll before applying so you can list it as in progress. Firms often filter candidates on licensing before reviewing experience.
Apply early to roles that fit
Migrate Mate lists private wealth associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target boutique RIAs alongside large firms
Registered investment advisors and family offices often post associate roles with broader client responsibilities than large banks offer at the same level. These openings attract fewer applicants and can accelerate your path to managing relationships independently.
Prepare for a client scenario round
Many private wealth interviews include a case where you walk through a sample client's financial picture and recommend next steps. Practice articulating trade-offs between liquidity, tax efficiency, and risk tolerance out loud before your first round.
Negotiate your starting book expectations
Some associate roles expect you to bring or build a client book within your first year. Clarify during the offer stage whether you're inheriting an existing client base or building from scratch, since that changes your ramp timeline and earning trajectory significantly.
Private Wealth Associate Jobs: Frequently Asked Questions
Which companies are hiring the most private wealth associates?
The most active employers for private wealth associates right now are JPMorganChase, Goldman Sachs, and U.S. Bank, and the most openings are in California, New York, and Texas, based on current listings on Migrate Mate as of November 2026. Availability shifts frequently, so checking current listings gives you the most accurate picture of where demand is concentrated.
How many private wealth associate jobs are remote?
About 53% of private wealth associate openings are fully remote or hybrid as of November 2026, reflecting the relationship-driven nature of the role. Back-office functions like portfolio reporting, client onboarding documentation, and performance analysis tend to offer the most remote flexibility, while roles centered on in-person client advisory work are predominantly on-site.
How do you become a private wealth associate?
Start with a finance, economics, or business degree, then obtain the Series 7 and Series 66 licenses, which most firms require before you can work directly with clients. Build experience in financial planning, investment analysis, or client services, ideally with exposure to high-net-worth individuals. Pursuing the CFP designation strengthens your candidacy and is often expected for advancement into senior associate or advisor roles.
Can you get a private wealth associate job with little experience?
Yes, some firms hire entry-level associates from financial services internships, banking analyst programs, or client support roles, even without dedicated wealth management experience. Demonstrating familiarity with investment products, strong interpersonal skills, and progress toward required licensing compensates for a shorter work history. Boutique advisory firms and community banks are often more open to developing candidates than large wirehouses.
What does the private wealth associate interview process look like?
Most private wealth associate interviews involve a recruiter screen followed by one or two rounds with the hiring manager and a team lead or senior advisor. Expect questions about your experience with clients, your understanding of investment and planning concepts, and how you handle competing priorities under pressure. A client scenario or case exercise is common in final rounds, where you walk through a sample financial situation and explain your reasoning.
Where can I find and apply to private wealth associate jobs?
You can find and apply to private wealth associate jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and specialization, then apply directly to each listing that fits your background and goals.
See All 592+ Private Wealth Associate Jobs
Find roles that match your experience and apply in just a few clicks.
Find Private Wealth Associate Jobs