ZipRecruiter

Log In

1

Private Banking Associate Jobs in Florida (NOW HIRING)

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... 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

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... 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

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth ... Provides guidance to less experienced associates in the work group and assist with special projects ...

next page

Showing results 1-20

All JobsPrivate Banking Associate JobsPrivate Banking Associate Jobs in Florida

Private Banking Associate information

See Florida salary details

$20.2K

$105.5K

$232K

How much do private banking associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for private banking associate in Florida is $105,524.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,400.00 and $158,800.00 per year, depending on experience, location, and employer.

What does a private banking associate do?

A Private Banking Associate supports relationship managers and bankers in providing financial services to high-net-worth clients. Their responsibilities often include assisting with client onboarding, preparing account documentation, coordinating transactions, and ensuring compliance with banking regulations. They also help with research and analysis to support investment recommendations and maintain strong client relationships. The role requires excellent communication, attention to detail, and a strong understanding of financial products and services.

What are some common challenges private banking associates face when managing client relationships?

Private Banking Associates often encounter the challenge of balancing the diverse financial needs and expectations of high-net-worth clients while maintaining compliance with regulatory requirements. Building trust and providing personalized solutions requires strong communication and attention to detail, especially as clients may demand quick responses and tailored advice. Additionally, Associates must stay updated on market trends and investment products to support senior bankers and deliver value. Navigating these demands in a fast-paced, client-focused environment is key to success and professional growth in this role.

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

To thrive as a Private Banking Associate, you need a strong background in finance or economics, excellent analytical abilities, and typically a bachelor's degree in a related field. Familiarity with financial planning software, CRM systems, and certifications such as FINRA Series 7 or 63 are often required. Exceptional interpersonal skills, discretion, and attention to detail help build lasting client relationships and trust. These skills are crucial for effectively managing high-net-worth clients' portfolios and delivering personalized financial solutions.

What is the difference between Private Banking Associate vs Wealth Management Associate?

AspectPrivate Banking AssociateWealth Management Associate
Required CredentialsTypically a bachelor's degree; some roles prefer FINRA licensesSimilar credentials; often required to have FINRA licenses
Work EnvironmentPrivate banking divisions of banks, working closely with high-net-worth clientsWealth management firms or bank divisions, serving a broad client base including high-net-worth individuals
Employer & Industry UsageBanking institutions, private banksFinancial advisory firms, banks, wealth management companies
Common Search & Comparison IntentYesYes

Both roles involve working with high-net-worth clients and require similar educational backgrounds and licenses. However, Private Banking Associates typically focus on personalized banking services within private banks, while Wealth Management Associates often provide broader investment and financial planning advice across various firms. The roles are closely related, with overlapping responsibilities and work environments.

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

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

What job categories do people searching Private Banking Associate jobs in Florida look for?

The top searched job categories for Private Banking Associate jobs in Florida are:

What cities in Florida are hiring for Private Banking Associate jobs?

Cities in Florida with the most Private Banking Associate job openings:

Private Banking Associate jobs near you
Infographic showing various Private Banking Associate job openings in Florida as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 84% In-person, 13% Hybrid, and 3% Remote job distribution, with an average salary of $105,524 per year, or $50.7 per hour.

International Private Bank- Core Private Banker- Associate

JP Morgan Chase

Miami, FL • On-site

Full-time

Medical, Retirement

Re-posted 15 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank.  If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker Associate in the International Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.  

Job Responsibilities

  • Provide leverage to the Senior Banker on daily client priorities

  • Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs

  • Support the Senior Banker on client hierarchy and pipeline management

  • Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities

Required Qualifications, Capabilities, and Skills

  • Bachelor's Degree required

  • Fluent in English and Spanish

  • Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

  • Sales/origination experience

  • Coachable professional with good business acumen 

Preferred Qualifications, Capabilities, and Skills

  • MBA, JD, CFA, or CFP preferred

  • Excellent communication skills

  • Strong analytical and quantitative skills

  • Ability to multi-task and manage priorities effectively

  • Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply