Licensed Private Client Banker

What you’d do

Serve as a licensed banker for clients with up to $2M in investable assets, holding client conversations to identify financial wellness needs, recommending solutions, and referring investment and insurance products. Build a referral pipeline through prospecting, networking, and outside calling. Full time. 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
• Sales and service techniques: tele-consulting, outside calling, prospecting, networking
• Licensed (insurance and investment products)