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Private Banking Associate Jobs in Texas (NOW HIRING)

Fifth Third Bank

Senior Private Banker

Dallas, TX · On-site

Serves as a mentor to Private Banking associates. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web ...

Fifth Third

Senior Private Banker

Dallas, TX

Serves as a mentor to Private Banking associates. * This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web ...

Sunflower Bank NA

Private Banker

Houston, TX

Manage private banking loan portfolio, and review the quality of the portfolio to monitor the ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Sunflower Bank NA

Private Banker

Houston, TX · On-site

Manage private banking loan portfolio, and review the quality of the portfolio to monitor the ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Sunflower Bank, N.A.

Private Banker

Houston, TX · On-site

Manage private banking loan portfolio, and review the quality of the portfolio to monitor the ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Jefferies

Investment Banking Associate - TMT

Dallas, TX

$150K - $200K/yr

Investment Banking Associate - Technology, Media & Telecommunications (TMT) Location: Dallas ... This position offers significant exposure to senior bankers, corporate executives, private equity ...

Jefferies

Investment Banking Associate - TMT

Dallas, TX · On-site

$150K - $200K/yr

Investment Banking Associate - Technology, Media & Telecommunications (TMT) Location: Dallas ... This position offers significant exposure to senior bankers, corporate executives, private equity ...

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All JobsPrivate Banking Associate JobsPrivate Banking Associate Jobs in Texas

Private Banking Associate information

See Texas salary details

$25.2K

$131.6K

$289.3K

How much do private banking associate jobs pay per year?

As of Aug 29, 2026, the average yearly pay for private banking associate in Texas is $131,558.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $198,000.00 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 Texas?

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

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

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

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

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

Private Banking Associate jobs near you
Infographic showing various Private Banking Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $131,558 per year, or $63.2 per hour.

U.S. Private Bank - Private Banker - Associate

Aumni

San Antonio, TX • On-site

$75 - $110/hr

Other

Posted 11 days ago

Job description

U.S. Private Bank – Private Banker – Associate

San Antonio, TX, United States

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 U.S. 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 in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from existing client base and new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, and Skills
  • Three plus years of work experience in Private Banking or Financial Services
  • Bachelor’s Degree required
  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven sales success and strong business acumen
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Focuses on the client experience and works tirelessly on the client’s behalf
Preferred Qualifications, Capabilities, and Skills
  • MBA, JD, CFA, or CFP preferred
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
Equal Opportunity Statement

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 FAQs for more information about requesting an accommodation.

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

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