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Private Banking Associate Jobs (NOW HIRING)

Morgan Stanley

Associate Private Banker

Omaha, NE · On-site

... 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 ...

Morgan Stanley

Associate Private Banker

New York, NY

$85K - $140K/yr

... 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 ...

Morgan Stanley

Associate Private Banker

New York, NY · On-site

$85K - $140K/yr

... 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 ...

First Citizens Bank

Private Banker

Charlotte, NC · 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

Hendersonville, NC · 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 ...

F.N.B. Corporation

Private Banker 3

Youngstown, OH · On-site

Private Banking Reports To: Varies Based on Assignment Position Overview: This position is ... associates to achieve service objectives. The incumbent provides the highest quality of service to ...

Fnbcorp

Private Banker 3

Youngstown, OH · On-site

Private Banking Reports To: Varies Based on Assignment Position Overview: This position is ... associates to achieve service objectives. The incumbent provides the highest quality of service to ...

Old National Bank

Private Banker II

Rochester, MN · On-site

$62K - $153K/yr

By definition, a Private Banking client is required to maintain total deposit balances of $250,000 ... associates at all levels. * NMLS registered or ability to obtain NMLS registration * Financial ...

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Private Banking Associate information

See salary details

$27K

$141.2K

$310.5K

How much do private banking associate jobs pay per year?

As of Jun 17, 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:
Private Banking Associate jobs near you
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

Enterprise Recruiting Company

Delray Beach, FL • On-site

$95K - $115K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

Summary

A Middle-Market Investment Bank & Advisory firm is looking for an Investment Banking Associate with a minimum of 2 years of investment banking experience to join their team onsite in Delray Beach, FL or Cleveland, OH. The Investment Banking Associate will work across a variety of different transactions (including acquisitions, restructuring, capital structuring, valuations/opinions) involved in all stages from due diligence to financial modeling, developing marketing materials, investor outreach, client relations and closing.


The firm offers a competitive compensation package, great benefits, and excellent opportunity advancement. Relocation assistance may be provided.


Main Job Responsibilities:

  • Work closely with Managing Directors, Directors, Vice Presidents, Analysts, and clients through all phases of execution
  • Build and present complex financial analysis and modeling (valuation analysis/modeling, projections, LBO, DCF, public comparables, historical M&A transactions, etc.)
  • Gathering, reviewing and analyzing due diligence materials and processes
  • Drafting of client presentations, preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials
  • Conducting financial and other business-related research
  • Coordinating complex and often time-sensitive processes
  • Active involvement in client-facing situations
  • Assistance in the execution of transactions


Experience Required:

  • Active SIE, Series 79 and Series 63 licenses highly preferred or must be able to obtain in a reasonable timeframe once hired.
  • Minimum of 2 years of current/recent sell-side M&A advisory or Investment Banking experience. Middle-market experience highly preferred!
  • Bachelor’s degree in Finance, Accounting, or other closely related field. MBA/Master’s degree preferred.
  • Strong experience building complex financial models in Excel and preparing business valuations
  • Experience creating pitchbooks, proposals and client presentations
  • Extensive experience in research, data analysis and performing in-depth due diligence
  • Proficiency in Microsoft Excel and the Microsoft Office suite, including PowerPoint, Word, and Outlook is required

Company Description

Enterprise Recruiting Company is a full-service talent acquisition and consulting company specializing in the areas of IT/Tech, HR, Accounting/Finance, Private Equity, Sales & Marketing, Operations and Engineering & Construction.