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Remote Private Client Banker Jobs in Georgia (NOW HIRING)

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

MCI Careers

Virtual Banker - 4X10 Shift

Savannah, GA · Remote

This position offers the flexibility of remote work while maintaining a consistent schedule that ... Maintain accurate records of all client communications. * Ensure compliance with data privacy and ...

MCI Careers

Virtual Banker - 4X10 Shift

Savannah, GA · On-site +1

$11.50 - $14.50/hr

This position offers the flexibility of remote work while maintaining a consistent schedule that ... Maintain accurate records of all client communications. * Ensure compliance with data privacy and ...

MCI Careers

Virtual Banker - 4X10 Shift

Savannah, GA · Remote

This position offers the flexibility of remote work while maintaining a consistent schedule that ... Maintain accurate records of all client communications. * Ensure compliance with data privacy and ...

MCI Careers

Virtual Banker - Mid-Shift

Savannah, GA · On-site +1

$11.50 - $14.50/hr

Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies ... MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners ...

MCI Careers

Virtual Banker - Evenings

Savannah, GA · On-site +1

$13.75 - $17.25/hr

Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies ... MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners ...

MCI Careers

Virtual Banker - Mid-Shift

Savannah, GA · Remote

Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies ... MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners ...

MCI Careers

Virtual Banker Mid-Shift

Savannah, GA · Remote

Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies ... MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners ...

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All JobsPrivate Client Banker JobsRemote Private Client Banker JobsRemote Private Client Banker Jobs in Georgia

Remote Private Client Banker information

What are the key skills and qualifications needed to thrive as a remote private client banker?

To thrive as a Remote Private Client Banker, you need a solid understanding of financial products, wealth management, and regulatory compliance, often supported by a bachelor's degree in finance or related fields and relevant licenses such as FINRA Series 7 or 66. Familiarity with digital banking platforms, CRM systems, and secure communication tools is essential for serving clients remotely. Exceptional interpersonal skills, active listening, and problem-solving abilities distinguish top performers in this role. These skills are vital to building trust, delivering tailored financial solutions, and ensuring client satisfaction in a virtual environment.

What is the difference between Remote Private Client Banker vs Remote Personal Banker?

AspectRemote Private Client BankerRemote Personal Banker
CredentialsFINRA Series 7/66, CFP (optional)FINRA Series 6/7, possibly Series 63/66
Work EnvironmentHigh-net-worth client interactions, personalized financial servicesGeneral banking services, retail customer support
Employer & IndustryPrivate banks, wealth management firmsRetail banks, commercial banking
Search & Comparison IntentHigh-net-worth client services, wealth management rolesBasic banking, retail customer service roles

The Remote Private Client Banker focuses on serving high-net-worth clients with specialized financial solutions, requiring relevant certifications like Series 7/66. In contrast, the Remote Personal Banker handles everyday banking needs for general customers, often with Series 6/7. Both roles are remote but differ in client type, credentials, and industry focus.

How does a remote private client banker maintain strong client relationships without in-person meetings?

Remote Private Client Bankers rely on proactive communication through phone, email, and secure video conferencing to build and maintain client trust. They often schedule regular check-ins to review clients’ financial goals, provide updates on portfolio performance, and address any concerns promptly. Leveraging digital tools and personalized service, they ensure clients feel supported and valued, even without face-to-face interaction. Collaboration with in-house specialists, such as financial advisors and loan officers, is also key to delivering comprehensive solutions remotely.

What is a remote private client banker?

A Remote Private Client Banker is a financial professional who provides personalized banking and financial services to high-net-worth individuals or clients, primarily through digital channels such as phone, video calls, and online platforms. Their responsibilities include managing client relationships, advising on investment and wealth management solutions, assisting with complex banking transactions, and ensuring clients' financial needs are met remotely. This role requires strong communication and analytical skills, as well as a deep knowledge of banking products and regulations.
What are the most commonly searched types of Private Client Banker jobs in Georgia? The most popular types of Private Client Banker jobs in Georgia are:
What are popular job titles related to Remote Private Client Banker jobs in Georgia? For Remote Private Client Banker jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Remote Private Client Banker jobs in Georgia look for? The top searched job categories for Remote Private Client Banker jobs in Georgia are:
What cities in Georgia are hiring for Remote Private Client Banker jobs? Cities in Georgia with the most Remote Private Client Banker job openings:
Remote Private Client Banker jobs near you
Infographic showing various Remote Private Client Banker job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution.

Senior Tax Manager, Private Client Services/HNWI

Aprio

Atlanta, GA • On-site, Remote

$125K - $227K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 10 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Tax team and you will help clients maximize their opportunities.  Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager, Private Client Services/HNWI  to join their dynamic team.
 
This role is pivotal to driving strategic growth in the local market, with a strong emphasis on business development. The ideal candidate will have deep expertise in taxation, extensive client-facing experience, and a proven track record in generating new business opportunities.
Position Responsibilities:
  • Develop and execute business development strategies aimed at acquiring new clients in the region
  • Serve as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services tailored to the unique needs of our clients
  • Stay current on industry trends, tax laws, and regulations to ensure the firm offers cutting-edge tax solutions
  • Mentor and develop junior staff members, fostering a culture of learning, growth, and collaboration within the tax department
Qualifications:
  • CPA or other relevant credentials required
  • Recent work experience with a public accounting firm
  • 10+ years of experience in federal tax consulting and/or compliance experience in public accounting preferably in the Private Client/HNWI industry
  • Extensive knowledge in individual taxation and a preference for partnership and fiduciary experience in addition to individual experience
  • Proven success in business development
  • Exceptional communication and leadership skills, with the ability to build and maintain client relationships
  • Strong analytical and problem-solving skills with attention to detail
  • Computer expertise including knowledge of tax software and technology
  • Bachelor's degree in Accounting
  • Master's degree in taxation preferred 
$125,000 - $227,999 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
The application window is anticipated to close on August 31, 2026, and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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