Remote Private Client Advisor Jobs
Remote Private Client Advisor jobs are open across the US at companies hiring remotely, from entry-level roles at remote-first startups to senior roles on large distributed teams, with employers like PwC, CrossCountry Consulting, and Lemieux & Associates hiring right now. Find a role that fits below and apply directly.
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INTRODUCTION
Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
SUMMARY
Acts as an agent of a broker assigned accounts for Private Client Services, including servicing and/or solicitation activities. Manages the book of business and directs the work of a service team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Receive and develop new business leads from Producers, or identify and develop cross-sell opportunities.
- Responsible for renewal business and soliciting additional lines of coverage.
- Evaluate assigned client coverage portfolio to implement cross-selling opportunities and solicitation of additional lines of coverage.
- Service account and provide claims support as needed.
- Analyze exposure base to identify program deficiencies and develop proper marketing strategies.
- Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations.
- Bind coverage, identify deficiencies, and determine the appropriate level of coverage.
- Meet with clients as needed or as directed by the Producer.
- Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections.
- Serve as a technical expert and assist department members in resolving complex issues.
- Handle collection of fees, reconciling and resolving any outstanding balances within 90 days of invoicing.
- Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
- Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor’s degree or equivalent combination of education and experience
Eight (8) or more years of experience in the Private Client/High Net Worth insurance space required
Private Client experience required
Valid insurance license required
Must continue to meet Continuing Education requirements for license renewal
SKILLS
- Proficient in Microsoft Office Suite
- Knowledge of a wide array of private client customizable coverages
- Excellent verbal and written communication skills
- Good problem-solving and time management skills
- Good planning, organizational, and prioritization skills
- Strong interpersonal skills
- Ability to build trust and de-escalate concerns
- Ability to work within a team and to foster teamwork
- Ability to maintain confidentiality
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com.
INTRODUCTION
Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
SUMMARY
Acts as an agent of a broker assigned accounts for Private Client Services, including servicing and/or solicitation activities. Manages the book of business and directs the work of a service team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Receive and develop new business leads from Producers, or identify and develop cross-sell opportunities.
- Responsible for renewal business and soliciting additional lines of coverage.
- Evaluate assigned client coverage portfolio to implement cross-selling opportunities and solicitation of additional lines of coverage.
- Service account and provide claims support as needed.
- Analyze exposure base to identify program deficiencies and develop proper marketing strategies.
- Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations.
- Bind coverage, identify deficiencies, and determine the appropriate level of coverage.
- Meet with clients as needed or as directed by the Producer.
- Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections.
- Serve as a technical expert and assist department members in resolving complex issues.
- Handle collection of fees, reconciling and resolving any outstanding balances within 90 days of invoicing.
- Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
- Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor’s degree or equivalent combination of education and experience
Eight (8) or more years of experience in the Private Client/High Net Worth insurance space required
Private Client experience required
Valid insurance license required
Must continue to meet Continuing Education requirements for license renewal
SKILLS
- Proficient in Microsoft Office Suite
- Knowledge of a wide array of private client customizable coverages
- Excellent verbal and written communication skills
- Good problem-solving and time management skills
- Good planning, organizational, and prioritization skills
- Strong interpersonal skills
- Ability to build trust and de-escalate concerns
- Ability to work within a team and to foster teamwork
- Ability to maintain confidentiality
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com.
See All 27 Remote Private Client Advisor Jobs
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Find JobsRemote Private Client Advisor Job Market
Who's Hiring
- PwC7
- CrossCountry Consulting4
- Lemieux & Associates3
- Alliant Insurance Services3
- Aon2
Top Industries Hiring
- Consulting & Professional Services5
- Insurance3
- Investment & Asset Management2
- Technology & Software1
- Transportation & Logistics1
What Employers Look For
The qualifications that appear most often in remote private client advisor jobs.
- FINRA Series 7 and Series 66 or Series 65 licenses required
- Minimum three to five years of experience managing high-net-worth client relationships
- Bachelor's degree in finance, business, or a related field
- CFP, CFA, or CIMA designation preferred or required at senior levels
- Demonstrated ability to prospect, onboard, and retain affluent clients
- Proficiency with CRM platforms such as Salesforce or Redtail
Tips for Your Remote Private Client Advisor Job Search
Quantify your book of business
Hiring managers want to see assets under management, client retention rates, and revenue generated. Pull those numbers from your performance reviews and lead with them in your resume summary rather than burying them in bullet points.
Highlight your Series licenses upfront
Your Series 7, Series 65, or Series 66 licenses belong in a dedicated credentials section near the top of your resume. Recruiters scan for license status before reading anything else on a private client advisor application.
Target firms by client segment fit
Ultra-high-net-worth roles at family offices differ sharply from mass-affluent positions at retail banks. Read each job description for the minimum investable asset threshold and make sure your stated client experience matches that segment specifically.
Apply early to roles that fit
Migrate Mate lists private client advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a client scenario for interviews
Interviewers frequently present a hypothetical client with competing goals, liquidity needs, and tax concerns. Practice talking through your discovery process, the products you'd consider, and how you'd explain your recommendation in plain language.
Negotiate on comp structure, not just base
Private client advisor offers often include a draw, grid payout, or bonus tied to AUM milestones. Ask for the full compensation model in writing before accepting and compare the realistic first-year total, not the headline base salary.
Remote Private Client Advisor Jobs: Frequently Asked Questions
How do I get a remote private client advisor job?
Target companies that already run distributed teams, since they hire remotely by default and know how to onboard someone they never meet in person. Remote private client advisor employers screen hard for self-direction and clear written communication on top of the core skills, so show evidence you can own work without someone over your shoulder. Apply to the openings above that match your experience.
Which companies hire remote private client advisors?
Remote private client advisor roles are posted by PwC, CrossCountry Consulting, and Lemieux & Associates and others right now, based on current remote listings on Migrate Mate as of June 2026. Remote-first firms and large companies running distributed teams post the most remote private client advisor roles.
Can you get a remote private client advisor job with no experience?
Yes, but it is harder than an on-site role, because remote work expects you to operate independently from the start. Entry-level remote private client advisor openings do exist, especially at remote-first companies, and a portfolio of real work helps more than a long resume. Applying broadly to the roles that fit improves your odds.
Do you need a degree for remote private client advisor jobs?
Not always. Many employers hire remote private client advisors on demonstrated skills and prior work rather than a specific degree, though some larger companies still prefer one. Showing relevant results matters more than a credential for most remote private client advisor roles.
Which industries hire the most remote private client advisors?
The sectors hiring the most remote private client advisors are Consulting & Professional Services, Insurance, and Investment & Asset Management, based on current remote listings on Migrate Mate as of June 2026. These sectors run distributed teams and hire private client advisors remotely most consistently.
See All 27 Remote Private Client Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
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