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Private Banker Jobs in Reston, VA (NOW HIRING)

Wells Fargo

Private Mortgage Banker (SAFE)

Mclean, VA · On-site

Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role ...

Bank of America

Private Client Advisor II

Mclean, VA · On-site

At Bank of America, we are guided by a common purpose to help make financial lives better through ... Ability to present to clients a holistic approach, leveraging the entire Private Bank platform

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Private Banker information

See Reston, VA salary details

$32.3K

$66.7K

$119.1K

How much do private banker jobs pay per year?

As of Sep 1, 2026, the average yearly pay for private banker in Reston, VA is $66,666.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,400.00 and $68,700.00 per year, depending on experience, location, and employer.

What is a private banker?

A private banker provides banking and investment products to their clients. The clients of a private bank are typically very wealthy and need banking products and investment solutions that are more specialized than the needs of the general public. Private bankers work to protect their client's wealth and help it grow. These bankers also help create retirement plans and strategies that allow their clients to pass their wealth on to future generations. The services that private bankers provide are similar to traditional investment bankers; however, private bankers typically deal with more extensive wealth portfolios.

What are the key skills and qualifications needed to thrive as a private banker, and why are they important?

To thrive as a Private Banker, you need a strong background in finance, investment management, and relationship-building, typically supported by a bachelor's degree in finance or a related field. Familiarity with wealth management platforms, CRM systems, and certifications like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are commonly required. Exceptional interpersonal, communication, and client service skills help build trust and long-term relationships with high-net-worth clients. These abilities are crucial for delivering tailored financial solutions and growing a successful client portfolio in a highly competitive market.

What are the most common challenges private bankers face when managing high-net-worth client portfolios?

Private Bankers often encounter challenges such as adapting to clients’ evolving financial goals, navigating complex regulatory requirements, and maintaining strong relationships while upholding confidentiality. Additionally, market volatility and changing tax laws require Private Bankers to stay informed and proactive in their investment strategies. Success in this role often depends on balancing personalized service with the demands of compliance and performance expectations.

What is the difference between Private Banker vs Financial Advisor?

AspectPrivate BankerFinancial Advisor
CredentialsTypically requires banking experience, certifications like CFP or CFAOften holds CFP, CFA, or other financial planning certifications
Work EnvironmentPrivate banks, wealth management divisionsIndependent or firm-based financial planning firms
Employer & IndustryBanking and wealth management industryFinancial planning and investment advisory industry
Client FocusHigh-net-worth individuals, personalized banking servicesIndividuals seeking comprehensive financial planning

While both roles serve high-net-worth clients, Private Bankers focus on personalized banking and credit services within banks, whereas Financial Advisors provide broader financial planning and investment advice across various firms. The roles often overlap in client base and certifications, but their primary functions and work environments differ.

Do private bankers make a lot of money?

Private bankers often earn high salaries and bonuses due to their role in managing wealthy clients' assets and providing personalized financial services. Compensation varies based on experience, client portfolio size, and performance, with many earning six-figure incomes or higher. Success in this role often depends on strong relationship-building skills and relevant certifications such as the CFA or CFP.

How hard is it to become a private banker?

Becoming a private banker typically requires a bachelor's degree in finance, economics, or a related field, along with relevant experience in banking or financial services. Many private bankers also obtain certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) to enhance their credentials. The role demands strong interpersonal skills, financial knowledge, and often a proven track record of client relationship management, making entry competitive but achievable with the right background and skills.

What do you do as a private banker?

A private banker provides personalized financial services to high-net-worth clients, including wealth management, investment advice, and banking solutions. They assess clients' financial needs, develop tailored strategies, and often work closely with other financial professionals to optimize client portfolios and meet their financial goals.

What qualifications do you need to be a private banker?

To become a private banker, candidates typically need a bachelor's degree in finance, economics, or a related field, along with strong interpersonal and sales skills. Many private bankers also obtain certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) to enhance their credentials and credibility.
More about Private Banker jobs

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For Private Banker jobs in Reston, VA, the most frequently searched job titles are:

What job categories do people searching Private Banker jobs in Reston, VA look for?

The top searched job categories for Private Banker jobs in Reston, VA are:

What cities near Reston, VA are hiring for Private Banker jobs?

Cities near Reston, VA with the most Private Banker job openings:

Private Banker jobs near you
Infographic showing various Private Banker job openings in Reston, VA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 18% Part Time, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $66,666 per year, or $32.1 per hour.

Private Mortgage Banker (SAFE)

Wells Fargo

Mclean, VA • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 20 days ago

Wells Fargo rating

7.8

Company rating: 7.8 out of 10

Based on 712 frontline employees who took The Breakroom Quiz

89th of 174 rated banks

Job description

About this role:

Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role you will:

  • Participate in soliciting residential mortgages from various sources
  • Produce high quality jumbo loans which are compliant and provide excellent customer service
  • Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
  • Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
  • Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
  • Understand real estate appraisals, title reports, and real estate transactions
  • Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
  • Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
  • Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
  • Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

  • Basic Microsoft Office skills
  • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
  • Excellent verbal, written, and interpersonal communication skills
  • Mortgage industry experience
  • Knowledge and understanding of sales prospecting and generating referrals
  • Customer service experience
  • Experience working with high net-worth clients

Job Expectations:

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • Completion of formal position specific training programs
  • Reliable transportation
  • Ability to work nights, weekends, and/or holidays as needed or scheduled

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$0.00 - $0.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. VisitBenefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date:

18 Sep 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visitDisability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

What Wells Fargo employees say

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About Wells Fargo

Sourced by ZipRecruiter

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 41 on Fortune's 2022 rankings of America's largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health and a low-carbon economy.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

San Francisco, CA, US

Year founded

1852

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