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

SERVE YOU RX

Compliance Analyst I

Milwaukee, WI · On-site +1

This position is open to remote. What You'll Do: As the Compliance Analyst , you will: * Research ... Independent and privately held for nearly 40 years, Serve You Rx can implement new groups in 30 ...

CIBC

Business Analyst - Lending & PM Tools

Milwaukee, WI · On-site +1

$90K - $115K/yr

We're building a relationship-oriented bank for the modern world. We need talented, passionate ... Solution Design - Build client-focused solutions that meet business requirements. Prepare and ...

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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 Sep 3, 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 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 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.

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 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.

What are popular job titles related to Remote Private Client Banker jobs in Racine, WI?

For Remote Private Client Banker jobs in Racine, WI, the most frequently searched job titles are:

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.

Business Development - Food Plant Engineering

Foth

Milwaukee, WI • Remote

$140K - $170K/yr

Full-time

Re-posted 20 days ago

Job description

Foth is a 100% member-owned science and engineering consulting firm headquartered in Wisconsin, with over 85 years of success. Our 750 members across 33 locations are dedicated to solving our clients’ toughest science and engineering challenges. Consistently ranked by Engineering News Record in the top 150 firms, we offer a values-based, collaborative, and flexible work environment with professional growth opportunities. If you thrive working alongside a smart and caring team, Foth may be the place for you.
Join our team and experience the Foth difference that contributes to our impressive 92+% member retention rate! Learn more at foth.com/careers. 


In this role, you will be responsible to both your assigned clients as well as your Foth project execution teams.  Through the delivery of personalized, client-centered service, you will develop and manage positive and productive long-term client relationships.  By demonstrating a dynamic and positive leadership style, you will encourage and motivate a multi-disciplined team to support your clients’ engineering, equipment and capital execution needs, enabling them to be a leader in their market. In addition to natural interpersonal skills, you will also need to possess strong business, technical, and financial acumen.  The ideal candidate will be able to generate revenue, deliver profitability, create and implement strategic plans, and make timely decisions.Finally, you will need to maintain a flexible schedule and will be expected to travel as necessary to meet the needs of the role. It is highly preferred to work in our Cincinnati office location, but we are open to remote candidates. 
Primary Responsibilities:
  • Identify and qualify new potential client partners and projects within the food manufacturing industry 
  • Build new and maintain existing client relationships 
  • P&L responsibilities for capital execution projects within a client account portfolio 
  • Presentation development and delivery skills
  • Demonstrated strategic decision making
  • Build new client relationships and maintain existing client relationships
  • Ability to travel with short notice
Required Qualifications:
  • Bachelor's Degree or relevant professional experience
  • 10+ years of food products (or related) capital project engineering or manufacturing experience
  • 7+ years of sales, account management, client development experience
  • 3+ years of supervisory experience
Required Previous Recent Experience with the Following:
  • Management of client relationships (new and existing)
  • Management of cross functional stakeholders
  • Contract negotiation, management and administration 
  • Account management experience 
  • Ability to perform revenue projections 
Preferred Qualifications:
  • Experience across a mix of food production clients - brand owners, co-packers, private label, prepared meals, commissary, etc.
  • Established network of industry connections in the Food manufacturing industry
  • Experience in Engineering, Procure, and Construct (EPC) and/or Engineering-Led Design-Build project delivery approaches.
  • Ability to navigate social media platforms for business purposes
  • CRM platform experience
  • Project Management Professional
  • Capital projects portfolio management
All Foth Companies are equal opportunity employers, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, or any other characteristic protected by law. Qualified women, minorities, persons with disabilities, and veterans are encouraged to apply. All locations are tobacco-free.  Subject to applicable state law, all applicants who have received a written offer of employment and a copy of Foth’s Drug and Alcohol-Free Workplace Program Policy, will be required to undergo testing for commonly abused controlled substances. Applicants must complete the required drug testing within two business days of offer acceptance.  Foth will pay for all drug testing, which will be conducted by a licensed independent medical laboratory that follows testing requirements in accordance with applicable state law.
 
Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
 
Notice to Third Party Recruiters/Agencies: Foth does not accept unsolicited resumes from third party recruiting firms. Absent a signed recruiting agreement coordinated through Foth, Foth reserves the right to pursue and hire candidates without financial obligation to third party recruiters or agencies.

Artificial Intelligence: Foth uses artificial intelligence and other technology-assisted tools in connection with parts of our recruiting and hiring process, including to assist with reviewing application materials, identifying potentially qualified candidates, sourcing candidates, and supporting interview preparation. These tools are used to support, but do not replace, human decision-making, and all employment decisions are made by qualified human reviewers. Where required by law, we will provide additional information regarding the use of these tools, and applicants may contact us with questions or request reasonable accommodation regarding their use.