527 matching jobs for “Private Client Advisor”How results work Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.
RJF
Raymond James Financial
Pay posted by employer $45,000–$85,000
… service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. …
Added Nov 3, 2026
RJF
Raymond James Financial
Pay posted by employer $80,000–$96,000
… service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. …
Added Nov 3, 2026
+1 location
Pay posted by employer $107,600–$147,950
CDI Solution Advisor 3M H ealth C are is now S olventum At Solventum, we enable better, smarter, safer healthcare to improve …
Added Nov 3, 2026
PFS
PNC Financial Services Group +3 locations
Pay posted by employer $86,250–$143,750
… Job Description Manages accounts in accordance with investment objectives that have been developed with the client . Responsible for delivering the PNC investment experience to clients, providing actionable advice, market …
Added Nov 3, 2026
Pay posted by employer $65,000–$80,200 per year
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …
Added Nov 3, 2026
Pay posted by employer $65,000–$80,200 per year
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …
Added Nov 3, 2026
+1 location
Pay posted by employer $65,000–$80,200 per year
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …
Added Nov 3, 2026
+1 location
Pay posted by employer $65,000–$80,200 per year
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …
Added Nov 3, 2026
Pay posted by employer $65,000–$80,200 per year
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …
Added Nov 3, 2026
+2 locations
Pay posted by employer $65,000–$80,200 per year
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …
Added Nov 3, 2026
Pay posted by employer $65,000–$80,200 per year
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …
Added Nov 3, 2026
+1 location
Pay posted by employer $130,530–$228,380 USD
… management solutions. Utilizes business and personal contacts to identify prospective clients and advisor networks. Assumes responsibility for leading, end to end, the sales process (identification, …
Added Oct 16, 2026
+2 locations
Pay posted by employer $126,000–$250,000
… applying thought leadership and credit expertise to structure credit solutions to meet ultra-high-net-worth client 's needs. The Commercial Real Estate Lending Executive supports product strategy, process optimization, …
Added Oct 27, 2026
+1 location
… and expanded utilization of the product in order to achieve operational efficiency, risk management, client and advisor experience, and asset and revenue goals. Coordinate with Subject matter experts, business …
Added Nov 3, 2026
+1 location
Pay posted by employer $65,000–$80,200 per year
The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth …
Added Nov 3, 2026
RJF
Raymond James Financial
Pay posted by employer $75,000–$95,000
… and Responsibilities Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country Detailed documentation of testing in branch exam system and …
Added Nov 3, 2026
… to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing …
Added Nov 3, 2026
Pay posted by employer $92,500–$110,000 per year
… (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth Advisors with developing financial plans and investment strategies based on client goals. The …
Added Nov 3, 2026
Pay posted by employer $164,600–$288,000 USD
is focused on relationship development, advisor engagement, and day-to-day execution, complemented by involvement in firmwide initiatives including product …
Added Oct 16, 2026
Pay posted by employer $109,800–$130,300 per year
Group Directors provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Group Director is a senior service …
Added Nov 3, 2026
RJF
Raymond James Financial
Pay posted by employer $45,000–$85,000
About this opportunity Original employer description Job Description
Job Summary
Responsibilities:
Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking.
Servicing of alternative investments and foreign accounts, including setup and maintenance.
May participate in live meetings with the Financial Advisor and their respective client(s).
Manages budgeting and tracking of Financial Advisor expenses.
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance.
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
May solicit order from clients at the direction of the Financial Advisor.
Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor.
Assists Financial Advisors with marketing efforts including seminars, mail and other client-facing events.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
Performs other duties and responsibilities as assigned.
Knowledge of:
Company’s working structure, policies, mission, and strategies.
Managed account platforms.
General office practices, procedures, and methods.
Advanced investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Trading terminology.
Skill in:
Client Relationship Management (CRM) software, or similar contact management software.
Goal planning software.
Excel, including developing spreadsheets as needed and for ongoing reporting.
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to:
Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyze and research account information. Analyze and research account information.
Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Analyze problems and establish solutions in a fast paced environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Use mathematics sufficient to process account and transaction information.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Education/Previous Experience
High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 required.
Series 63, 65 and/or 66 as required by state.
Ability to obtain additional securities and advisory state registrations if required by state.
Education
High School (HS) (Required)
Work Experience
General Experience - 3 to 6 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Salary Range
$45,000.00-$85,000.00
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Why this result? · Employer labels Keywords also found in description
Permanent Private Client Group
