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Associate Private Banking Advisor Jobs (NOW HIRING)

Texas Capital Bank

Private Client Advisor

Dallas, TX · On-site

... service associates. Qualifications * Minimum eight years relevant banking experience required with at least five years in private banking preferred. * Bachelor's degree in finance, economics ...

Texas Capital Bank

... service associates. Qualifications * Minimum eight years relevant banking experience required with at least five years in private banking preferred. * Bachelor's degree in finance, economics ...

ServisFirst Bank

Private Banking Officer

Cornelius, NC · On-site

Inform and advise clients of status or enhancements to current account productivity and suggest ... Reasonable accommodation may be made to enable otherwise qualified associates/applicants with ...

KeyCorp

The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on ... Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank.

ServisFirst Bank

Private Banking Officer

Charlotte, NC · On-site

Inform and advise clients of status or enhancements to current account productivity and suggest ... Reasonable accommodation may be made to enable otherwise qualified associates/applicants with ...

PNC Bank

Banking Advisor II (MLO)

Fort Worth, TX · On-site

As a Banking Advisor II within PNC's Private Banking organization, you will be based in Fort Worth, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

PNC Bank

Banking Advisor II (MLO)

Pittsburgh, PA · On-site

$75K - $125K/yr

As a Banking Advisor II within PNC's Private Banking organization, you will be based in Pittsburgh, PA, East Hanover, NJ or Philadelphia, PA. PNC is an in-office company that fosters a supportive ...

PNC Bank

Banking Advisor II (MLO)

Dallas, TX · On-site

As a Banking Advisor II within PNC's Private Banking organization, you will be based in Fort Worth, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

KeyCorp

Assoc. Private Client Advisor

Dresher, PA · On-site

$62K/yr

... Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our ... Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank.

PNC Bank

Banking Advisor I (MLO)

Sarasota, FL · On-site

As a Banking Advisor I within PNC's Private Bank organization, you will be based in Sarasota, FL. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve ...

PNC Bank

Banking Advisor II (MLO)

East Hanover, NJ

$75K - $125K/yr

As a Banking Advisor II within PNC's Private Banking organization, you will be based in Pittsburgh, PA, East Hanover, NJ or Philadelphia, PA. PNC is an in-office company that fosters a supportive ...

PNC Bank

Banking Advisor II (MLO)

Philadelphia, PA · On-site

$75K - $125K/yr

As a Banking Advisor II within PNC's Private Banking organization, you will be based in Pittsburgh, PA, East Hanover, NJ or Philadelphia, PA. PNC is an in-office company that fosters a supportive ...

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Associate Private Banking Advisor information

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How much do associate private banking advisor jobs pay per hour?

As of Sep 15, 2026, the average hourly pay for associate private banking advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What does an Associate Private Banking Advisor do?

An Associate Private Banking Advisor supports high-net-worth clients by providing financial advice, investment management, and banking services. They assist with portfolio analysis, client communication, and may use banking software, often working under the supervision of senior advisors. Strong interpersonal skills and relevant certifications are typically required.

What cities are hiring for Associate Private Banking Advisor jobs?

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What are popular job titles related to Associate Private Banking Advisor jobs?

For Associate Private Banking Advisor jobs, the most frequently searched job titles are:

Private Client Advisor

Houston, TX

Texascapitalbank
See more jobs at Texascapitalbankexternal

Full-time

Medical, Life, Retirement, PTO

Posted 10 days ago

Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Responsibilities
  • Leverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.
  • Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available PWA resources to deliver a complete wealth management solution.
  • Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experience
  • Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their subject matter expert teammates.
  • Develop perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.
  • Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities
  • Demonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.
  • Operate effectively in a team based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associates

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Qualifications
  • Minimum 7 years relevant banking experience required with at least five years in private banking preferred.
  • Required: Bachelor's degree in finance, economics, accounting or related field
  • Preferred: MBA, CFA or CFP
  • Minimum seven years experience in financial services; five years in Private Banking
  • Prior experience providing complex investment solutions to affluent or high net worth individuals or families
  • Prior sales experience preferred
  • Ability to collaborate with and positively influence team members
  • Strong communications skills and experience creating and delivering presentations and written materials

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

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