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Associate Private Banker Jobs in Boca Raton, FL (NOW HIRING)

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

Private Bankers support the Wealth Management division's growth and profitability goals through new ... Provides guidance to less experienced associates in the work group and assist with special projects ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

Private Bankers support the Wealth Management division's growth and profitability goals through new ... Provides guidance to less experienced associates in the work group and assist with special projects ...

First Horizon Bank

RELATIONSHIP BANKER

Plantation, FL

$17.50 - $23/hr

... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...

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All JobsAssociate Private Banker JobsAssociate Private Banker Jobs in Boca Raton, FL

Associate Private Banker information

See Boca Raton, FL salary details

$25.6K

$134K

$294.7K

How much do associate private banker jobs pay per year?

As of Sep 7, 2026, the average yearly pay for associate private banker in Boca Raton, FL is $134,002.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $201,700.00 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 Boca Raton, FL?

The most popular types of Private Banker jobs in Boca Raton, FL are:

What are popular job titles related to Associate Private Banker jobs in Boca Raton, FL?

For Associate Private Banker jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Associate Private Banker jobs in Boca Raton, FL look for?

The top searched job categories for Associate Private Banker jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Associate Private Banker jobs?

Cities near Boca Raton, FL with the most Associate Private Banker job openings:

Associate Private Banker jobs near you
Infographic showing various Associate Private Banker job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $134,002 per year, or $64.4 per hour.

Private Banker

First Citizens Bank

Fort Lauderdale, FL

Full-time

Re-posted 21 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

107th of 175 rated banks

Job description

Overview

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve. 

Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience.


Responsibilities & Qualifications

Duties & Responsibilities:
Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served.
Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval.
Sales Responsibility - Sells appropriate credit, depository, and wealth management solutions through consultation and team work. Provides guidance to less experienced associates in the work group and assist with special projects as assigned. Develops deep internal partnerships and external centers of influence, to drive new client acquisition.
Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling inquiries to insure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities.
Collaboration - Works closely with wealth partners to support the client experience through consistent execution of client service plans. Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client.


Position Specific Skills:
Credit underwriting skills

License or Certification Type:

Possess valid Series 7, 63 & 65 or 66 licenses 


Qualifications:
Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management


Additional Information

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:

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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