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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 ...

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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.

Manager, Accounting Advisory - Physician Practices

Wipfli Advisory LLC

Milwaukee, WI • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 6 days ago

Job description

Overview
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Wipfli's accounting advisory practice is seeking a Manager with strong healthcare and post-acute care experience to support our skilled nursing industry clients. In this role, you will provide controller-level advisory by delivering strategic financial insights, guiding clients through budgeting, forecasting, and operational improvements, and supporting long-term financial stability. You'll lead and mentor client teams, oversee high-quality financial reporting, and build trusted, solutions-focused relationships grounded in the Wipfli Way. This is an opportunity to make a meaningful impact in a people-first, collaborative culture while helping skilled nursing organizations navigate complex financial and operational challenges.
This position can be worked remotely anywhere in the US.
Responsibilities
Responsibilities:
  • Review financial reporting packages and work papers for quality, completeness, and timely delivery.
  • Prepare and analyze benchmarking data and key performance indicators to support client insights.
  • Present completed reporting packages and findings to clients as directed.
  • Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.
  • Provide technical accounting support to clients and their teams on complex issues.
  • Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
  • Lead and coordinate the efforts of US and offshore engagement team members, ensuring high-quality deliverables, efficient workflow management, and a consistent client experience.
  • Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.

Knowledge, Skills and Abilities
Qualifications:
  • Bachelor's degree in Accounting, Finance, or Business.
  • 4-6 years of experience in public or private accounting.
  • 3+ years managing associates and/or teams.
  • Professional certification (e.g., CPA, CMA) preferred.
  • Proficiency in financial reporting and analysis.
  • Strong planning, prioritization, and organizational skills.
  • Strong project management and relationship-building skills, with a client-first mindset.
  • Excellent written, verbal, and presentation skills.
  • Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Sage Inacct, and a demonstrated ability to embrace new technologies.
  • Demonstrated ability to influence others, promote constructive change, and develop team members.
  • Ability to travel up to 10%

Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect!
#LI-REMOTE
#LI-CV1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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