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Private Banker Assistant 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 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

Lighthouse Point, FL

$17.50 - $22.75/hr

... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Operational efficiency * Assist in conducting and/or participating in meetings to promote sales ...

First Horizon Bank

Relationship Banker

Plantation, FL · On-site

$17.50 - $23/hr

... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Operational efficiency * Assist in conducting and/or participating in meetings to promote sales ...

First Horizon

Relationship Banker

Plantation, FL · On-site

$17.50 - $23/hr

... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Operational efficiency * Assist in conducting and/or participating in meetings to promote sales ...

First Horizon

Relationship Banker

Lighthouse Point, FL · On-site

$17.50 - $22.75/hr

... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Operational efficiency * Assist in conducting and/or participating in meetings to promote sales ...

First Horizon Bank

Universal Banker

Fort Lauderdale, FL · On-site

$17.25 - $21.50/hr

Operational efficiency * Assist banking center associates with all aspects of daily operations as ... The Company and its subsidiaries offer commercial, private banking, consumer, small business ...

First Horizon

Universal Banker

Fort Lauderdale, FL · On-site

$17.25 - $21.50/hr

Operational efficiency * Assist banking center associates with all aspects of daily operations as ... The Company and its subsidiaries offer commercial, private banking, consumer, small business ...

Flagstar Bank

Financial Planner

Palm Beach, FL · On-site

$73K - $98K/yr

This role is client-facing and execution-oriented, partnering with private bankers and senior ... analysis. Assist in translating client goals into actionable planning recommendations under the ...

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Private Banker Assistant information

See Boca Raton, FL salary details

$9

$33

$85

How much do private banker assistant jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for private banker assistant in Boca Raton, FL is $33.43, according to ZipRecruiter salary data. Most workers in this role earn between $17.40 and $42.58 per hour, depending on experience, location, and employer.

What is the difference between Private Banker Assistant vs Financial Advisor?

AspectPrivate Banker AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 7 or 66 are commonRequires a bachelor's degree; certifications such as CFP, Series 7, or Series 66 are often necessary
Work EnvironmentSupports private banking teams in banks or financial institutions, assisting with client serviceWorks directly with clients to develop financial plans and investment strategies
Employer & IndustryFinancial institutions, private banksFinancial advisory firms, banks, independent practices

While both roles support financial services, a Private Banker Assistant primarily assists private banking teams with client support, whereas a Financial Advisor works directly with clients to create personalized financial plans. The roles share similar credentials and work environments but differ in client interaction and responsibilities.

What does a private banker assistant do?

A Private Banker Assistant supports private bankers in managing and servicing high-net-worth clients. Their responsibilities often include preparing client documents, managing appointments, handling account inquiries, coordinating transactions, and ensuring compliance with banking regulations. They play a key role in maintaining strong client relationships by delivering excellent customer service and supporting clients’ financial needs. The role requires strong organizational, communication, and problem-solving skills. Private Banker Assistants help streamline operations so private bankers can focus on client development and financial strategy.

How does a private banker assistant support client relationship management?

A Private Banker Assistant plays a vital role in supporting relationship managers by handling client inquiries, preparing account documentation, and ensuring smooth execution of daily banking transactions. They often act as the first point of contact for clients, helping to resolve issues promptly and professionally. Additionally, they coordinate with various departments such as compliance, operations, and investment teams to facilitate seamless client service, which helps strengthen client trust and satisfaction. This collaborative environment offers valuable exposure to wealth management practices and can serve as a stepping stone to more senior roles within private banking.

What skills and qualifications are needed to be a private banker assistant?

To thrive as a Private Banker Assistant, you need a solid grasp of financial products, client account management, and administrative support, often backed by a degree in finance or a related field. Familiarity with banking software, CRM systems, and regulatory compliance tools is typically required. Exceptional organizational skills, attention to detail, and strong interpersonal communication help you effectively support both bankers and clients. These competencies are crucial for delivering seamless service, maintaining client trust, and ensuring accurate execution of financial transactions.
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:
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What job categories do people searching Private Banker Assistant jobs in Boca Raton, FL look for? The top searched job categories for Private Banker Assistant jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Private Banker Assistant jobs? Cities near Boca Raton, FL with the most Private Banker Assistant job openings:
Private Banker Assistant jobs near you

Private Banker

First Citizens Bank

Fort Lauderdale, FL • On-site

Full-time

Re-posted 18 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

108th of 170 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
  • 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 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

License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses RequiredSkill(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.

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

License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses RequiredSkill(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.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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