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 solutions, and referring investment and insurance products. Full time; builds referral pipelines through prospecting and networking. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Experience building customer relationships and achieving sales goals
• Experience building referral sources in insurance and investment products
• Foundational sales and service techniques
• Tele-consulting, outside calling, prospecting, networking