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Associate Private Banker Jobs in Michigan (NOW HIRING)

County National Bank

Wealth Management Assistant

Tecumseh, MI · On-site

$41K - $47K/yr

Our associates are our greatest asset; they are committed to building lasting relationships with ... Assists the Private Banker Officer with client requests and account research. * Completes Customer ...

County National Bank

Wealth Management Assistant

Tecumseh, MI · On-site

$41K - $47K/yr

Our associates are our greatest asset; they are committed to building lasting relationships with ... Assists the Private Banker Officer with client requests and account research. * Completes Customer ...

Partners Group

MI · Hybrid

... of investment banking experience * Strong understanding of the technology landscape and top ... Be a team player who is just as prepared to do the associate's work when needed as his/her own work

Fifth Third

Dispute Intake Analyst

Grand Rapids, MI · On-site

... and Private Bank client customers. The Analyst actively listens to and questions customers ... Associate's degree or equivalent work experience. * Strong analytical, problem-solving, multi ...

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All JobsAssociate Private Banker JobsAssociate Private Banker Jobs in Michigan

Associate Private Banker information

See Michigan salary details

$23.5K

$123.1K

$270.6K

How much do associate private banker jobs pay per year?

As of Aug 10, 2026, the average yearly pay for associate private banker in Michigan is $123,077.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,600.00 and $185,200.00 per year, depending on experience, location, and employer.

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 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.

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 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 are the most commonly searched types of Private Banker jobs in Michigan? The most popular types of Private Banker jobs in Michigan are:
What are popular job titles related to Associate Private Banker jobs in Michigan? For Associate Private Banker jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Associate Private Banker jobs in Michigan look for? The top searched job categories for Associate Private Banker jobs in Michigan are:
Associate Private Banker jobs near you
Infographic showing various Associate Private Banker job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $123,077 per year, or $59.2 per hour.

Wealth Management Assistant

County National Bank

Tecumseh, MI • On-site

$41K - $47K/yr

Full-time

Posted 5 days ago

County National Bank rating

9.1

Company rating: 9.1 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

6th of 170 rated banks

Job description

Company Overview

County National Bank was founded in 1934 as a community bank and we continue to be committed to serving the communities of southern Michigan. With 13 full-service branches and several other financial services offices, our decisions are made by local associates and board members who have a vested interest in the communities we service. Our mission is to sustain a deep commitment to our community and our tradition of banking excellence.

Our associates are our greatest asset; they are committed to building lasting relationships with clients and coworkers. When you join CNB, you will become a part of a legacy that supports the success of our associates and our communities. If you are looking for a career with purpose and a team that values friendly and knowledgeable service, we encourage you to apply.

Job Summary

The Wealth Management Assistant provides comprehensive administrative and operational support to the Wealth Management team. This role is responsible for processing client account documentation, maintaining accurate account records, and supporting the daily operations of the department. The Wealth Management Assistant coordinates with clients, internal staff, and external partners to ensure timely and accurate completion of account-related activities. The position is committed to delivering exceptional client service while maintaining confidentiality, regulatory compliance, and operational excellence.

Key Responsibilities

  • Answers phones and greet clients in a professional and courteous manner.
  • Maintains client information in the department's CRM system.
  • Utilizes dual control procedures to enter or approve trades as authorized.
  • Creates and submits client distributions after obtaining appropriate officer approval.
  • Opens new accounts in Trust Accounting platforms.
  • Prepares, scans, reviews, and retains client correspondence and documentation in Director.
  • Opens, sorts, and distributes incoming mail.
  • Maintains knowledge of the bank's products and services.
  • Provides administrative support to Trust and Wealth Management Officers, including coordinating client appointments, preparing correspondence, filing, retrieving information, and other support as needed.
  • Assists the Private Banker Officer with client requests and account research.
  • Completes Customer Identification Program (CIP) requirements and establishes new account files.
  • Assists with the preparation of tax documents, coordinates with accountants, and processes returned tax information.
  • Tracks account returns, tax refunds, and tax payments using Excel spreadsheets.
  • Communicates regularly with Wealth Management staff, other bank employees, clients, attorneys, accountants, court personnel, and multi-trust clients.
  • Maintains the confidentiality of client information.
  • Complies with all regulatory requirements, including the Bank Secrecy Act and other position-specific regulations.
  • Completes required training and continuing education.
  • Maintains regular and punctual attendance.
  • Performs other duties as assigned.

Qualifications

Required:

  • High school diploma or equivalent.

What County National Bank employees say

Pay

Benefits

Hours and flexibility

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