Private Banker Jobs
Private Banker jobs are open across commercial banks, wealth management firms, and private equity-backed financial institutions, from associate to director level, with specializations in high-net-worth client advisory, portfolio management, and estate planning. See the openings below and apply to the ones that match your experience.
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About this role:
At Wells Fargo, a Private Mortgage Banker (SAFE) is responsible for creating sales opportunities with private mortgage banking clients and prospects. In this role, you will work on moderately complex assignments, using independent judgment within established guidance to deliver measurable business, customer, risk, and operational outcomes.
In this role, you will:
- Participate in soliciting residential mortgages from various sources and produce high-quality jumbo loans which are compliant and provide excellent customer service
- Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
- Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
- Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
- Understand real estate appraisals, title reports, and real estate transactions
- Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
- Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
- Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
- Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
- This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
- 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Experience in bank sales, consumer lending, and credit management
- Knowledge of home mortgages, loan closings, and loan processing in a business environment
- Experience with loan servicing, mortgage banking, and mortgage licensing
- Demonstrated knowledge of mortgage sales, mortgage servicing, and private mortgage practices
- Understanding of real estate, real estate lending, and residential mortgage practices
Job Expectations:
- This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Pay Range
Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws.
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
1 Feb 2027- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
About this role:
At Wells Fargo, a Private Mortgage Banker (SAFE) is responsible for creating sales opportunities with private mortgage banking clients and prospects. In this role, you will work on moderately complex assignments, using independent judgment within established guidance to deliver measurable business, customer, risk, and operational outcomes.
In this role, you will:
- Participate in soliciting residential mortgages from various sources and produce high-quality jumbo loans which are compliant and provide excellent customer service
- Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
- Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
- Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
- Understand real estate appraisals, title reports, and real estate transactions
- Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
- Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
- Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
- Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
- This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
- 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Experience in bank sales, consumer lending, and credit management
- Knowledge of home mortgages, loan closings, and loan processing in a business environment
- Experience with loan servicing, mortgage banking, and mortgage licensing
- Demonstrated knowledge of mortgage sales, mortgage servicing, and private mortgage practices
- Understanding of real estate, real estate lending, and residential mortgage practices
Job Expectations:
- This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Pay Range
Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws.
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
1 Feb 2027- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
See All 399+ Private Banker Jobs
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Find Private Banker JobsPrivate Banker Job Market
Who's Hiring
- JPMorganChase253
- KeyBank60
- Wells Fargo40
- U.S. Bank4
- Northwest Bank4
Top Industries Hiring
- Banking & Financial Services37
- Fintech21
- Investment & Asset Management21
What Employers Look For
The qualifications that appear most often in private banker jobs.
- Bachelor's degree in finance, economics, or a related field required
- Series 7 and Series 66 licenses or willingness to obtain them
- Minimum five to seven years of client-facing wealth management experience
- Demonstrated ability to manage high-net-worth client relationships independently
- Proficiency with CRM platforms and portfolio management reporting tools
- CFP, CFA, or CIMA designation preferred for senior-level positions
Tips for Your Private Banker Job Search
Quantify your client book on your resume
Private banking hiring managers want to see the size of the assets you managed and the number of high-net-worth relationships you held, not just your job title. Replace vague descriptions with concrete figures from your book of business.
Target openings by client minimum threshold
Job postings often specify minimum investable assets for the client base, such as one million or five million dollars. Filter your search by those tiers so you're applying to roles where your existing relationship depth is a genuine match.
Apply early to roles that fit
Migrate Mate lists private banker openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Lead your cover letter with a client story
Generic cover letters don't work in private banking. Open with a one-sentence example of a complex client situation you resolved, such as a liquidity event or multi-generational wealth transfer, to signal immediately that you understand the relationship dynamics of the role.
Prepare for case-style behavioral interviews
Many private banking panels ask you to walk through how you've handled a client who wanted to take on inappropriate risk or move assets to a competitor. Rehearse two or three specific scenarios that show both your client retention instincts and your compliance discipline.
Negotiate total compensation, not just base salary
Private banking offers frequently include discretionary bonuses tied to net new assets and client retention metrics. Before you accept, ask how performance targets are set, how often they're reviewed, and what the realistic payout range has been for the role.
Private Banker Jobs: Frequently Asked Questions
Which companies are hiring the most private bankers?
The most active employers for private bankers right now are JPMorganChase, KeyBank, and Wells Fargo, and the most openings are in California, New York, and Texas, based on current listings on Migrate Mate as of November 2026. Demand tends to concentrate at large wealth management divisions and regional banks expanding their high-net-worth practices.
How many private banker jobs are remote?
About 8% of private banker openings are fully remote or hybrid as of November 2026, reflecting the relationship-driven nature of the role. Functions like financial planning analysis, portfolio review preparation, and internal reporting are more likely to allow remote flexibility than front-line client advisory work, which typically requires in-person meetings.
How do you become a private banker?
Start with a finance or economics degree, then build experience in retail banking, financial advising, or investment operations to develop client-facing skills. Obtain your Series 7 and Series 66 licenses early, as most institutions require them before you manage client assets independently. Pursuing a CFP or CFA credential strengthens your candidacy for private banking roles at the high-net-worth level.
Can you get hired as a private banker with little experience?
Entry points into private banking typically include associate or client service roles that support senior bankers rather than managing independent client books. Candidates with strong academic backgrounds in finance, relevant internship experience, or customer-facing roles in financial services are competitive. Firms often promote internally, so starting in a support function and demonstrating client instincts is a realistic path to a full private banker title.
What does the private banker interview process look like?
Most private banking interviews involve an initial phone screen with HR, followed by one or two rounds with the hiring manager and a team lead. Expect behavioral questions focused on client retention, complex financial conversations, and handling compliance pressures. Some firms add a case or presentation component where you pitch a hypothetical financial plan. Final rounds often include a conversation with a regional director or senior partner.
Where can I find and apply to private banker jobs?
You can find and apply to private banker jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and specialization, then apply directly to each listing that fits.
See All 399+ Private Banker Jobs
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