Private Banker
Hendersonville, NC · On-site
Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...
Private Banker
Hendersonville, NC · On-site
Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...
Private Banker
Charlotte, NC · On-site
Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...
Private Banker
Charlotte, NC · On-site
Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...
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 ...
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 ...
Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...
Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...
Private Banker- Richmond
Richmond, VA · On-site
Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...
Private Banker- Richmond
Richmond, VA · On-site
Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...
Private Banker
$132K - $205K/yr
Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Summary: The Private Banker position is responsible to build and enhance long-term client ...
Private Banker
$132K - $205K/yr
Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Summary: The Private Banker position is responsible to build and enhance long-term client ...
Private Banker
San Diego, CA · On-site
$132K - $205K/yr
Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Summary: The Private Banker position is responsible to build and enhance long-term client ...
Private Banker
San Diego, CA · On-site
$132K - $205K/yr
Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Summary: The Private Banker position is responsible to build and enhance long-term client ...
Private Banker
Irvine, CA · On-site
$132K - $205K/yr
Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Summary: The Private Banker position is responsible to build and enhance long-term client ...
Quick apply
Private Banker
Irvine, CA · On-site
$132K - $205K/yr
Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Summary: The Private Banker position is responsible to build and enhance long-term client ...
Private Banker
Irvine, CA · On-site
$132K - $205K/yr
Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Summary: The Private Banker position is responsible to build and enhance long-term client ...
Private Banker
Irvine, CA · On-site
$132K - $205K/yr
Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Summary: The Private Banker position is responsible to build and enhance long-term client ...
Private Banker - Corpus Christi, TX Our vibrant Community Bank client, known for innovation, customer and employee driven culture, collaborative leadership steeped with history and legacy is growing ...
Quick apply
Private Banker - Corpus Christi, TX Our vibrant Community Bank client, known for innovation, customer and employee driven culture, collaborative leadership steeped with history and legacy is growing ...
Private Banker 4's coordinates the integrated delivery of wealth products and services to high net ... associates and external client prospects and centers of influence * Develops and grows a portfolio ...
Private Banker 4's coordinates the integrated delivery of wealth products and services to high net ... associates and external client prospects and centers of influence * Develops and grows a portfolio ...
Private Banker
San Diego, CA · On-site
$132K - $205K/yr
Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Summary: The Private Banker position is responsible to build and enhance long-term client ...
Quick apply
Private Banker
San Diego, CA · On-site
$132K - $205K/yr
Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Summary: The Private Banker position is responsible to build and enhance long-term client ...
Private Banker 4's coordinates the integrated delivery of wealth products and services to high net ... associates and external client prospects and centers of influence * Develops and grows a portfolio ...
Private Banker 4's coordinates the integrated delivery of wealth products and services to high net ... associates and external client prospects and centers of influence * Develops and grows a portfolio ...
Private Banker- Richmond
Richmond, VA · On-site
Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...
Private Banker- Richmond
Richmond, VA · On-site
Provides guidance to less experienced associates in the work group and assist with special projects ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...
Private Banker
$132K - $205K/yr
Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Summary: The Private Banker position is responsible to build and enhance long-term client ...
Private Banker
$132K - $205K/yr
Creating Possibility is not just our mission, it's what we do every day for clients and associates ... Summary: The Private Banker position is responsible to build and enhance long-term client ...
Private Banker
Houston, TX · On-site
Private Banker 4's coordinates the integrated delivery of wealth products and services to high net ... associates and external client prospects and centers of influence * Develops and grows a portfolio ...
Private Banker
Houston, TX · On-site
Private Banker 4's coordinates the integrated delivery of wealth products and services to high net ... associates and external client prospects and centers of influence * Develops and grows a portfolio ...
Private Banker II
$62K - $153K/yr
... associates at all levels. * NMLS registered or ability to obtain NMLS registration * Financial ... Private Banking through self-sourcing and leveraging of customer information and converts those ...
Private Banker II
$62K - $153K/yr
... associates at all levels. * NMLS registered or ability to obtain NMLS registration * Financial ... Private Banking through self-sourcing and leveraging of customer information and converts those ...
Private Banker 4's coordinates the integrated delivery of wealth products and services to high net ... associates and external client prospects and centers of influence * Develops and grows a portfolio ...
Private Banker 4's coordinates the integrated delivery of wealth products and services to high net ... associates and external client prospects and centers of influence * Develops and grows a portfolio ...
Private Banker 3
Youngstown, OH · On-site
Private Banking Reports To: Varies Based on Assignment Position Overview: This position is ... other bankers and associates to achieve service objectives. The incumbent provides the highest ...
Private Banker 3
Youngstown, OH · On-site
Private Banking Reports To: Varies Based on Assignment Position Overview: This position is ... other bankers and associates to achieve service objectives. The incumbent provides the highest ...
Private Banker
$180K/yr
We are currently seeking a Private Banker. This position will focus on high touch customers ... Support Bank Associates with setup of all additional product and services as required * Account ...
Private Banker
$180K/yr
We are currently seeking a Private Banker. This position will focus on high touch customers ... Support Bank Associates with setup of all additional product and services as required * Account ...
Associate Private Banker information
See salary details
$44.5K is the 25th percentile. Wages below this are outliers.
$27K - $52.8K
37% of jobs
$52.8K - $78.5K
6% of jobs
$78.5K - $104.3K
4% of jobs
The median wage is $120.4K / yr.
$104.3K - $130.1K
4% of jobs
$130.1K - $155.9K
9% of jobs
$155.9K - $181.6K
6% of jobs
$200.3K is the 75th percentile. Wages above this are outliers.
$181.6K - $207.4K
11% of jobs
$207.4K - $233.2K
7% of jobs
$233.2K - $259K
6% of jobs
$259K - $284.7K
4% of jobs
$284.7K - $310.5K
4% of jobs
$27K
$141.2K
$310.5K
How much do associate private banker jobs pay per year?
As of Jun 22, 2026, the average yearly pay for associate private banker in the United States is $141,209.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $212,500.00 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?
| Aspect | Associate Private Banker | Private Banker |
|---|---|---|
| Credentials | Typically requires a bachelor's degree, FINRA licenses, and some financial certifications | Often holds additional certifications like CFP or CFA, with more extensive experience |
| Work Environment | Supports senior private bankers, handles client onboarding, and administrative tasks | Manages high-net-worth clients directly, providing personalized financial services |
| Employer & Industry Usage | Used in private banking divisions of banks and wealth management firms | Senior 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.
More about Associate Private Banker jobs
What cities are hiring for Associate Private Banker jobs? Cities with the most Associate Private Banker job openings:
What are the most commonly searched types of Private Banker jobs? The most popular types of Private Banker jobs are:
What states have the most Associate Private Banker jobs? States with the most job openings for Associate Private Banker jobs include:
What job categories do people searching Associate Private Banker jobs look for? The top searched job categories for Associate Private Banker jobs are:
First Citizens Bank rating
7.6
Based on 103 frontline employees who took The Breakroom Quiz
79th of 141 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.
The Private Banker is responsible for selling, promoting and supporting the delivery of Private Banking services to high net worth individuals and families. Works closely with wealth partners on new business development and client retention activities supporting the client service plan. Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Develops deep internal partnerships, and external centers of influence, to drive new client acquisition.
This position may be filled as a Private Banker I or II based on the skills and experience of the selected candidate.
#LI-MP1
Responsibilities
Qualifications
Bachelor's Degree and 6 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
Preferred License or Certification: Valid Series 7, 63 & 65 or 66 licenses
Skill(s): Credit underwriting skills
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.
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.
The Private Banker is responsible for selling, promoting and supporting the delivery of Private Banking services to high net worth individuals and families. Works closely with wealth partners on new business development and client retention activities supporting the client service plan. Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Develops deep internal partnerships, and external centers of influence, to drive new client acquisition.
This position may be filled as a Private Banker I or II based on the skills and experience of the selected candidate.
#LI-MP1
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.
Qualifications
Bachelor's Degree and 6 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
Preferred License or Certification: Valid Series 7, 63 & 65 or 66 licenses
Skill(s): Credit underwriting skills
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.
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