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Associate Private Banker Jobs in Arizona (NOW HIRING)

First Citizens Bank

Premier Client Banker II

Phoenix, AZ · Hybrid

$17.25 - $21.50/hr

  • Life

... associates. More information can be found at Qualifications: Bachelor's Degree and 2 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth ...

First Citizens Bank

Premier Client Banker II

Phoenix, AZ · Hybrid

$17.25 - $21.50/hr

  • Life

... associates. More information can be found at Qualifications: Bachelor's Degree and 2 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth ...

Morgan Stanley

Mortgage Banker

Tempe, AZ

... Private Wealth Management mortgage transactions. * Supervise an individual or team of Associate Mortgage Bankers, assessing performance, holding these employees accountable and recommending ...

First Citizens Bank

Premier Client Banker II

Phoenix, AZ · On-site

$17.25 - $21.50/hr

  • Life

... to Bank associates regarding their banking needs. The Premier Client Banker II provides ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 6 years of ...

Academy Bank

Sr Commercial Banker

Scottsdale, AZ

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... private banking, treasury management, deposit products and other applicable bank products ... Develops less experienced commercial banking associates through delegation of duties, oversight of ...

Academy Bank

Sr Commercial Banker

Scottsdale, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... private banking, treasury management, deposit products and other applicable bank products ... Develops less experienced commercial banking associates through delegation of duties, oversight of ...

Fairygodboss

U.S. Private Bank - Program Analyst

Phoenix, AZ · On-site

$100 - $110/hr

  • Medical

  • Retirement

As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our ... onto the next phase at the firm as an Associate at the end of the program. Promotional ...

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Showing results 1-20

All JobsAssociate Private Banker JobsAssociate Private Banker Jobs in Arizona

Associate Private Banker information

See Arizona salary details

$25.2K

$131.6K

$289.4K

How much do associate private banker jobs pay per year?

As of Aug 20, 2026, the average yearly pay for associate private banker in Arizona is $131,591.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $198,000.00 per year, depending on experience, location, and employer.

What is an associate private banker?

An Associate Private Banker is a financial professional who supports senior private bankers in managing the wealth and financial portfolios of high-net-worth individuals and families. Their responsibilities typically include preparing client documentation, assisting with investment and banking transactions, conducting financial analysis, and ensuring excellent client service. Associate Private Bankers often act as a point of contact for clients, helping address their day-to-day banking needs while learning the intricacies of wealth management. This role is considered a stepping stone toward becoming a full Private Banker, offering valuable exposure to the world of private banking and financial advisory services.

How does an associate private banker typically collaborate with senior bankers and other team members?

As an Associate Private Banker, you will work closely with senior private bankers, investment advisors, and client service teams to deliver personalized solutions to high-net-worth clients. Your role often involves supporting senior bankers by preparing client presentations, conducting research, and ensuring seamless onboarding processes. Regular communication and teamwork are essential, as you may be responsible for coordinating with compliance, operations, and product specialists to address client needs efficiently. This collaborative environment not only enhances client satisfaction but also provides valuable learning opportunities for career advancement.

What are the key skills and qualifications needed to thrive as an associate private banker, and why are they important?

To thrive as an Associate Private Banker, you need a solid understanding of financial products, investment strategies, and client relationship management, typically supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and relevant certifications like FINRA Series 7 or CFA Level 1 are commonly required. Strong interpersonal skills, discretion, and proactive problem-solving set outstanding candidates apart. These competencies are crucial for building trust, delivering tailored financial solutions, and meeting the complex needs of high-net-worth clients.

What is the difference between Associate Private Banker vs Private Banker?

AspectAssociate Private BankerPrivate Banker
CredentialsTypically requires a bachelor's degree, FINRA licenses, and some financial certificationsOften holds additional certifications like CFP or CFA, with more extensive experience
Work EnvironmentSupports senior private bankers, handles client onboarding, and administrative tasksManages high-net-worth clients directly, providing personalized financial services
Employer & Industry UsageUsed in private banking divisions of banks and wealth management firmsSenior role within private banking teams, serving affluent clients

The Associate Private Banker typically supports senior private bankers by handling client onboarding and administrative duties, while the Private Banker manages high-net-worth clients directly, offering tailored financial advice. Both roles require relevant financial credentials and operate within private banking environments, but the Private Banker has a more client-facing, senior position.

What are the most commonly searched types of Private Banker jobs in Arizona?

The most popular types of Private Banker jobs in Arizona are:

What are popular job titles related to Associate Private Banker jobs in Arizona?

For Associate Private Banker jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Associate Private Banker jobs in Arizona look for?

The top searched job categories for Associate Private Banker jobs in Arizona are:

What cities in Arizona are hiring for Associate Private Banker jobs?

Cities in Arizona with the most Associate Private Banker job openings:

Associate Private Banker jobs near you
Infographic showing various Associate Private Banker job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $131,591 per year, or $63.3 per hour.

Premier Client Banker II

First Citizens Bank

Phoenix, AZ • Hybrid

$17.25 - $21.50/hr

Full-time

Life

Posted 20 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

106th of 171 rated banks

Job description

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

This position is responsible for identifying new sales opportunities through telephone outreach. The role will engage in heavy outbound phone calling and some email outreach, primarily to mass affluent clients across the Bank's footprint; and will also do outreach to Bank associates regarding their banking needs. The Premier Client Banker II provides consultation to develop financial plans and align product solutions to help clients achieve their financial goals. This position is responsible for opening deposit accounts, related banking services and lending (including real estate secured); as well as identifying and referring sales opportunities to bank partners when appropriate. This role supports the fulfillment of certain consumer investment needs.


Responsibilities
  • Sales - Achieves individual and/or team financial, production, and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the customer and ultimately support the organizational commitment to diverse lending. Engages with customers, prospects, and referral sources through proactive outreach. Engages in sales practices that are aligned to create value for both the customer and the Bank. Appropriately partners, plans, and prepares to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
  • Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues. Initiates conversation to uncover sales or referral opportunities. Listens attentively and asks insightful questions to understand customer needs and preferences; and takes prompt actions to address immediate needs. Proactively seeks ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance.
  • Operations and Administration - Performs duties as assigned to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines.

Qualifications

Bachelor's Degree and 2 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth Management

Preferred Area of Experience: 1+ years in a licensed role License or Certification Type: Series 6, 63 and state specific life insurance licenses Required, First Citizens Investment Services will sponsor Series 7 and 65 or 66 Licenses RequiredSkill(s): Application of a structured sales process, Provides financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services, Financial Analysis, Credit Underwriting , Financial Plan Conversations, Knowledge of retail banking products and services

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Bachelor's Degree and 2 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or Wealth Management

Preferred Area of Experience: 1+ years in a licensed role License or Certification Type: Series 6, 63 and state specific life insurance licenses Required, First Citizens Investment Services will sponsor Series 7 and 65 or 66 Licenses RequiredSkill(s): Application of a structured sales process, Provides financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services, Financial Analysis, Credit Underwriting , Financial Plan Conversations, Knowledge of retail banking products and services

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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