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      Private Client

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      Private Client Reviews

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      4.3

      69% would recommend to a friend

      (37 total reviews)

      73% positive business outlook

      Ratings by category

      4.1

      Culture and values

      4.1

      Diversity and inclusion

      4.1

      Senior management

      3.7

      Work/Life balance

      3.5

      Compensation and benefits

      3.3

      Career opportunities

      Private Client has an employee rating of 4.3 out of 5 stars, based on 37 company reviews on Glassdoor which indicates that most employees have an excellent working experience there.

      Reviews by job title

      37 reviews
      4.0
      21 Jan 2026

      Think on your feet

      Personal assistant
      Recommend
      CEO approval
      Business outlook

      Pros

      Never bored, something new everyday

      Cons

      No personal life. Felt like I was on call all the time

      4.0
      9 Sept 2025

      WMA

      Wealth management associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Small company. Decent culture. Diverse group of people

      Cons

      Minimum benefits. Salary is not market related

      Viewing 1 - 3 of 37 Reviews
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      ReviewsPrivate Client reviews

      Glassdoor has 46 Private Client reviews submitted anonymously by Private Client employees. Read employee reviews and ratings on Glassdoor to decide if Private Client is right for you.