Licensed Private Client Banker

What you’d do

Serve as a private client banker for clients with up to $2M in investable assets, holding financial wellness conversations, recommending products, referring investment and insurance solutions, and building a referral pipeline through prospecting and networking. Full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Experience developing customer relationships and achieving sales goals
• Experience building referral sources in insurance and investment products
• Foundational knowledge of sales and service techniques
• Prospecting, outside calling, and networking
• Full time