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Remote Private Client Banker Jobs in Racine, WI (NOW HIRING)

FLS CONNECT LLC

TELEPHONE SALES REP - REMOTE

Milwaukee, WI · On-site +1

$11 - $20/hr

Follow provided and client-approved messaging on every call. * Utilize fundraising call structure ... Virtual Private Networks (VPNs) not expressly approved by the company * IP spoofing or location ...

FLS CONNECT LLC

TELEPHONE SALES REP - REMOTE

Milwaukee, WI · Remote

$11 - $20/hr

Follow provided and client-approved messaging on every call. * Utilize fundraising call structure ... Virtual Private Networks (VPNs) not expressly approved by the company * IP spoofing or location ...

Headway

LMHT (Remote)

Milwaukee, WI · On-site +1

$119/hr

Up to $119/hour Licensed Mental Health Therapist -- Are you ready to launch or expand your private ... Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end ...

Headway

LMHC (Remote)

Milwaukee, WI · On-site +1

$119/hr

Up to $119/hour Licensed Mental Health Counselor -- Are you ready to launch or expand your private ... Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end ...

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All JobsPrivate Client Banker JobsRemote Private Client Banker JobsRemote Private Client Banker Jobs in Racine, WI

Remote Private Client Banker information

See Racine, WI salary details

$29.1K

$60.1K

$107.4K

How much do remote private client banker jobs pay per year?

As of Aug 11, 2026, the average yearly pay for remote private client banker in Racine, WI is $60,087.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $61,900.00 per year, depending on experience, location, and employer.

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 job categories do people searching Remote Private Client Banker jobs in Racine, WI look for? The top searched job categories for Remote Private Client Banker jobs in Racine, WI are:
Remote Private Client Banker jobs near you
Infographic showing various Remote Private Client Banker job openings in Racine, WI as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $60,087 per year, or $28.9 per hour.

Remote Senior Manager (Tax)

Solid Rock Recruiting LLC

Milwaukee, WI • Remote

Full-time

Medical, PTO

Re-posted 25 days ago

Job description

About the Role

  • Lead multiple client engagements across corporate, partnership, and high-net-worth individual tax work
  • Serve as the primary client relationship manager for key accounts in a fully remote environment
  • Oversee tax planning, compliance, and review processes while ensuring accuracy and timeliness
  • Collaborate with partners and staff to improve workflow efficiency and service delivery

Key Responsibilities

  • Review and sign off on complex tax returns (1120, 1120S, 1065, 1040 HNW)
  • Manage client deliverables, deadlines, and advisory communications year-round
  • Provide strategic tax planning, entity structuring, and transaction support
  • Supervise and mentor tax staff, seniors, and managers across multiple engagements

Qualifications

  • Active CPA license required
  • 7–12+ years of progressive tax experience in public accounting
  • Strong experience with review-level work and client-facing advisory roles
  • Deep knowledge of federal and state tax compliance across multiple entity types

Preferred Skills

  • Experience with remote team leadership and workflow management tools (e.g., CCH, ProSystem, UltraTax, or similar)
  • Strong client communication skills with ability to explain complex tax issues simply
  • Experience with high-growth clients, private equity-backed companies, or HNW individuals
  • Ability to manage multiple deadlines in a fast-paced, deadline-driven environment

What We Offer

  • Fully remote flexibility with strong team collaboration culture
  • Competitive compensation with performance-based bonus structure
  • Clear path to Partner or Director-level advancement
  • Comprehensive benefits including PTO, health coverage, and continuing education support