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Private Banking Associate Jobs (NOW HIRING)

... associates. More information can be found at Qualifications: Bachelor's Degree and 6 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private ...

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 ...

VP, Private Banking

Saint Louis, MO ยท On-site

$17.50 - $22/hr

We extend this commitment to the community to our associates, offering annual paid volunteer time ... Job Title: VP, Private Banking Essential Duties and Responsibilities: * Develop and execute ...

... associates. More information can be found at Qualifications: Bachelor's Degree and 6 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private ...

... associates. More information can be found at Qualifications: Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private ...

New

... associates. More information can be found at Qualifications: Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private ...

New

Associates degree preferred. * Minimum of 2 years of sales and service experience in a private banking setting preferred. * Strong attention to operational policies and procedures. * Strong written ...

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 ...

Associates degree preferred. * Minimum of 2 years of sales and service experience in a private banking setting preferred. * Strong attention to operational policies and procedures. * Strong written ...

... associates. More information can be found at Qualifications: Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private ...

... Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. /Position Responsibilities * Partner with ...

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 ...

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Private Banking Associate information

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$27K

$141.2K

$310.5K

How much do private banking associate jobs pay per year?

As of Jun 18, 2026, the average yearly pay for private banking associate in the United States is $141,209.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $212,500.00 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 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 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.
More about Private Banking Associate jobs
What cities are hiring for Private Banking Associate jobs? Cities with the most Private Banking Associate job openings:
Who are the top companies hiring for Private Banking Associate jobs? The top employers for Private Banking Associate jobs are:
What states have the most Private Banking Associate jobs? States with the most job openings for Private Banking Associate jobs include:
What job categories do people searching Private Banking Associate jobs look for? The top searched job categories for Private Banking Associate jobs are:
Infographic showing various Private Banking Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 45% Full Time, 52% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $141,209 per year, or $67.9 per hour.
Investment Banking Associate

Investment Banking Associate

Brown Gibbons Lang & Company

Cleveland, OH โ€ข On-site

Full-time

Posted 25 days ago


Job description

Company Description
Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries.
Job Description
Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients.
Investment Banking Associate Responsibilities:
BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts.
Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials.
Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants.
Job Responsibilities:
  • Supporting senior bankers in transaction execution and client management
  • Performing financial analysis
  • Identifying potential investors, buyers, acquisition targets or merger partners
  • Conducting industry research
  • Participating in new business development
  • Cultivating analyst development

Qualifications
Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market.
Successful candidates possess the following characteristics:
  • Bachelor's Degree required, MBA preferred
  • Two or more years of previous experience in Investment Banking
  • Outstanding academic record
  • Strong accounting and financial modeling knowledge and experience
  • Excellent interpersonal skills
  • Excellent written and verbal communication skills
  • Ambitious team player with commitment to excellence

Additional Information
We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.