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Private Banking Associate Jobs in Virginia (NOW HIRING)

Teller Retail Banker II

Roanoke, VA ยท On-site

$15.75 - $19.50/hr

Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest ... OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service ...

Teller Retail Banker II

Chesapeake, VA ยท On-site

$15.50 - $19.50/hr

Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest ... OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service ...

Teller Retail Banker II

Norfolk, VA ยท On-site

$15.50 - $19.25/hr

Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest ... OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service ...

Showing results 21-40

Private Banking Associate information

See Virginia salary details

$26.8K

$140K

$307.8K

How much do private banking associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for private banking associate in Virginia is $139,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,600.00 and $210,700.00 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 Virginia?

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

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

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

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

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

Infographic showing various Private Banking Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $139,998 per year, or $67.3 per hour.

2027 Investment Banking Analyst I Technology & Services McLean, VA

Stratosoneseven

Mclean, VA โ€ข On-site

$70 - $105/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New


Key responsibilities

  • Develop financial models to assess debt and equity financing alternatives for transactions.

  • Perform valuation methodologies, including comparative company analysis and discounted cash flow analysis on target companies.

  • Participate in drafting sessions, new business proposals, and due diligence meetings related to transactions.


Job description

2027 Investment Banking Analyst I Technology & Services McLean, VASkip to main contentYou may choose to display a cookie banner on the external site. You must specify the message in the cookie banner and may add a link to a relevant policy. If you are unfamiliar with these requirements, please seek the advice of legal counsel.This website uses cookies to ensure you get the best experience on our website. By clicking โ€˜Acceptโ€™, you accept all cookies by default and exit the banner. If you choose Decline, site functionality may be limited. Manage Preferences#2027 Investment Banking Analyst I Technology & Services McLean, VA page is loaded## 2027 Investment Banking Analyst I Technology & Services McLean, VAApplylocations: Mc Lean, Virginia - United Statestime type: Full timeposted on: Posted 4 Days Agojob requisition id: R-0012413**Job Description Summary**Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings.**Job Description****Raymond James Overview****One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.**Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.**Job Summary** Analysts are given a high level of responsibility as members of a specific industry or product-focused team. Analysts formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Analysts are expected to work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Analysts work independently on difficult assignments that are broad in nature, require originality and ingenuity, and have an appreciable latitude for un-reviewed actions or decisions. Analysts may also lead multiple projects that have significant scope and impact.**Essential Duties and Responsibilities** โ€ข Develop financial models to assess debt and equity financing alternatives for transactions. โ€ข Perform valuation methodologies comparative company analysis and discounted cash flow analysis on target companies. โ€ข Provide valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories. โ€ข Research, analyze, present and document drafting elements of a developing transaction. โ€ข Develop client presentations. โ€ข Follow current events in respective industry groups in order to keep Bankers informed about critical issues in the news that are relevant to current and prospective clients. โ€ข Maintain files related to active and prospective deals. โ€ข Assist with recruiting and training new Analysts and Interns. โ€ข Maintain group databases. โ€ข Perform other duties and responsibilities as assigned.**Qualifications - External****Knowledge, Skills, and Abilities** **Knowledge of** โ€ข Fundamental concepts, practices and procedures of Investment Banking. โ€ข Fundamental investment concepts, practices and procedures used in the securities industry. โ€ข Financial markets and products.**Skill in** โ€ข Communicating effectively, both orally and in writing. โ€ข Analytical skills sufficient to assess and explain events in the market. โ€ข Problem solving. โ€ข Operating standard office equipment's and using required software applications, including Microsoft Office and established databases.**Ability to** โ€ข Gather information, identify linkages and trends and apply findings to reports. โ€ข Attend to detail while maintaining a big picture orientation. โ€ข Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity. โ€ข Think independently in order to market ideas. โ€ข Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. โ€ข Establish and maintain effective working relationships at all levels of the organization. โ€ข Work independently as well as collaboratively within a team environment. โ€ข Assume full responsibility and accountability for own actions. โ€ข Demonstrate uncompromising adherence to ethical principles. โ€ข Be proactive and demonstrate readiness and ability to initiate action.**Educational/Previous Experience Requirements** **Education/Previous Experience** โ€ข Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). โ€ข Bachelorโ€™s Degree (B.A.) in a related discipline is required. Internship experience in a related field preferred. โ€ข OR ~ โ€ข Any equivalent combination of experience, education, and/or training as approved by Human Resources.**Licenses/Certifications** โ€ข In general, the following licenses are required for this position and, if applicable, must be obtained within the timeframes communicated by Raymond James:* Securities Industry Essentials (SIE) examination* Series 63* Series 79* Series 7**Education**Bachelorโ€™s: Accounting, Bachelorโ€™s: Business Administration, Bachelorโ€™s: Finance**Work Experience**General Experience - None**Salary Range**$70,000.00-$105,000.00**Workstyle**ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: โ€ข Grow professionally and inspire others to do the same โ€ข Work with and through others to achieve desired outcomes โ€ข Make prompt, pragmatic choices and act with the client in mind โ€ข Take ownership and hold themselves and others accountable for delivering results that matter โ€ข Contribute to the continuous evolution of the firmAt Raymond James โ€“ as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.#LI-KL1 #J-18808-Ljbffr