Licensed Private Client Banker

What you’d do

Serve as a licensed 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 pipeline through prospecting and networking. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Experience building customer relationships and meeting sales goals
• Experience building referral sources in insurance and investment products
• Knowledge of sales and service techniques
• Prospecting, outside calling, and networking
• Licensed (insurance and investment products)