Remote Private Banking Advisor Jobs
Remote private banking advisor jobs are open across the U.S. at remote-first wealth management firms, distributed financial services teams, and digital-first private banks. Employers hiring remotely right now include Huntington Bank, Convergint, and Deutsche Bank, with active openings across Banking & Financial Services, Technology & Software, and Consulting & Professional Services. Scan the live roles below and apply to whichever ones fit.
Find JobsOverview
Open roles132+
Top employerHuntington Bank
Top industryBanking
Top credentialBachelor's degree
Companies hiring43
Showing 5 of 132+ Remote Private Banking Advisor jobs
Relationship Manager Business Banking II
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Added 1d ago
City National Bank
Relationship Manager Business Banking II
Beverly Hills, California
Added 1d ago
Banking Specialist
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Added 2d ago
Convergint
Banking Specialist
La Palma, California
Added 2d ago
Business Banking Virtual Relationship Manager - Vermont
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Added 2d ago
M&T Bank
Business Banking Virtual Relationship Manager - Vermont
Remote
Added 2d ago
Banking Service Technician (ATMS)-Elizabeth, NJ
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Added 2d ago
Convergint
Banking Service Technician (ATMS)-Elizabeth, NJ
Edison, New Jersey
Added 2d ago
Business Banking Underwriter IV
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Added 5d ago
Huntington Bank
Business Banking Underwriter IV
Cleveland, Ohio
Added 5d ago
Added 1d ago
Relationship Manager Business Banking II
City National Bank·Beverly Hills, California
Job functions:
$79k - $126k/yr
Remote (US)
5,001-10,000 employees
Job Description
Overview:
WHAT IS THE OPPORTUNITY?
WHAT WILL YOU DO?
WHAT DO YOU NEED TO SUCCEED?
RELATIONSHIP MANAGER BUSINESS BANKING II
Beverly Hills Main
WHAT IS THE OPPORTUNITY?
Develops and manages relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.Preferred to be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be registered/licensed with the "Nationwide Mortgage Licensing System and Registry" (NMLS); or must be able to be registered under the Safe Act.
WHAT WILL YOU DO?
- Identifies and develops profitable relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and new clients to understand their specific financial requirements and provide effective solutions, while maintaining the credit quality standards of the bank.
- Develops relationships and supports other CNB departments and colleagues to provided customers and prospects the solutions recommended. May occasionally assist branch managers and relationship managers within their assigned area on calls to help them advance their skills. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers.
- Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of internal and external referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship in terms of cross sell opportunity and revenue contribution, etc.
- Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients’ credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions.
- Negotiates transactions; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgment in approving transactions. Recommends approval of credits meeting the banks credit standards. Ensures the quality of all business introduced to the Bank.
- Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
- Interfaces with other Bank departments including the branches within their assigned area as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
- Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management.
- Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues.
- Maintains awareness of competitive products, practices, rates and changes in market conditions.
- Analyzes problem credits and meets with client to develop solutions to minimize loss exposure.
- May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations.
- Relationships in portfolio may require extensive operational expertise to manage workflow to match client needs, and is responsible for monitoring and mitigating any operational risk factors.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
WHAT'S IN IT FOR YOU?
Benefits and Perks
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
- Minimum 7 years of banking experience required.
- Minimum 5 years of commercial lending experience within the segment required.
- Minimum 3 years of credit experience required.
Additional Qualifications
- Preferred to be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and be registered/licensed with the “Nationwide Mortgage Licensing System and Registry” (NMLS); or must be able to be registered under the Safe Act.
- Working knowledge of Bank operations, policies and procedures and regulatory compliance.
- General knowledge of Bank products and services
- Good interpersonal, verbal and written communication skills.
- Good problem solving skills.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
City National Bank
Relationship Manager Business Banking II
Beverly Hills, California
Added 1d ago5,001-10,000 employees
Job functions:
$79k - $126k/yr
Remote (US)
Job Description
Overview:
WHAT IS THE OPPORTUNITY?
WHAT WILL YOU DO?
WHAT DO YOU NEED TO SUCCEED?
RELATIONSHIP MANAGER BUSINESS BANKING II
Beverly Hills Main
WHAT IS THE OPPORTUNITY?
Develops and manages relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.Preferred to be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be registered/licensed with the "Nationwide Mortgage Licensing System and Registry" (NMLS); or must be able to be registered under the Safe Act.
WHAT WILL YOU DO?
- Identifies and develops profitable relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and new clients to understand their specific financial requirements and provide effective solutions, while maintaining the credit quality standards of the bank.
- Develops relationships and supports other CNB departments and colleagues to provided customers and prospects the solutions recommended. May occasionally assist branch managers and relationship managers within their assigned area on calls to help them advance their skills. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers.
- Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of internal and external referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship in terms of cross sell opportunity and revenue contribution, etc.
- Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients’ credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions.
- Negotiates transactions; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgment in approving transactions. Recommends approval of credits meeting the banks credit standards. Ensures the quality of all business introduced to the Bank.
- Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
- Interfaces with other Bank departments including the branches within their assigned area as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
- Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management.
- Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues.
- Maintains awareness of competitive products, practices, rates and changes in market conditions.
- Analyzes problem credits and meets with client to develop solutions to minimize loss exposure.
- May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations.
- Relationships in portfolio may require extensive operational expertise to manage workflow to match client needs, and is responsible for monitoring and mitigating any operational risk factors.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
WHAT'S IN IT FOR YOU?
Benefits and Perks
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
- Minimum 7 years of banking experience required.
- Minimum 5 years of commercial lending experience within the segment required.
- Minimum 3 years of credit experience required.
Additional Qualifications
- Preferred to be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and be registered/licensed with the “Nationwide Mortgage Licensing System and Registry” (NMLS); or must be able to be registered under the Safe Act.
- Working knowledge of Bank operations, policies and procedures and regulatory compliance.
- General knowledge of Bank products and services
- Good interpersonal, verbal and written communication skills.
- Good problem solving skills.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
See All 132+ Remote Private Banking Advisor Jobs
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Find JobsRemote Private Banking Advisor Job Market
Who's Hiring
- Huntington Bank49
- Convergint7
- Deutsche Bank6
- Sunflower Bank5
- ComCap Holdings5
Top Industries Hiring
- Banking & Financial Services
- Technology & Software
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in remote private banking advisor jobs.
- Bachelor's degree in finance, economics, business, or a related field
- Active Series 7 and Series 66 or Series 65 licenses required
- Demonstrated experience managing high-net-worth or ultra-high-net-worth client relationships
- Proficiency with CRM platforms and core banking or wealth management software
- Strong knowledge of investment products, trust services, and estate planning strategies
- CFP, CFA, or CIMA designation preferred for senior or lead advisor roles
Tips for Your Remote Private Banking Advisor Job Search
Apply early to remote roles that fit
Migrate Mate lists remote private banking advisor openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated postings.
Show async client communication skills upfront
Remote private banking employers look for advisors who can build trust through email, video calls, and secure messaging platforms without in-person meetings. Include specific examples of relationships you've managed remotely or through digital channels in your application materials.
Lead with your CRM and financial planning tools
Remote private banking teams run on tools like Salesforce Financial Services Cloud, eMoney, or Orion. Naming the platforms you've used and how you've used them signals you can operate independently without office-based IT support from day one.
Prepare a remote client management story
Remote hiring panels almost always ask how you maintain client relationships without face-to-face contact. Have a specific example ready that covers your outreach cadence, how you handled a complex conversation remotely, and how you kept clients engaged over time.
Remote Private Banking Advisor Jobs: Frequently Asked Questions
How do I get a remote private banking advisor job?
Target remote-first wealth management firms and digital private banks that have built distributed advisory teams, since these employers are most comfortable managing client relationships without an office. Remote hiring managers screen heavily for self-direction, clear written communication, and familiarity with video-based client meetings. Candidates who can show a book of relationships managed independently and experience with CRM platforms tend to stand out in remote hiring pipelines.
Which companies hire remote private banking advisors?
Companies hiring remote private banking advisors right now include Huntington Bank, Convergint, and Deutsche Bank, based on current remote listings on Migrate Mate as of November 2026. These tend to be remote-first financial services firms, digital private banks, and distributed wealth management platforms that serve high-net-worth clients without requiring advisors to work from a branch.
Can you get a remote private banking advisor job with no experience?
Yes, but remote entry-level private banking advisor roles are harder to land because employers expect you to manage client relationships independently from day one with minimal supervision. Digital-first banks and fintech-adjacent wealth platforms are most likely to hire early-career candidates remotely. Showing proficiency with financial planning software, strong written communication, and any client-facing work, even from adjacent roles, opens the door.
Do you need a degree for remote private banking advisor jobs?
Not always, though a degree in finance, business, or economics is common among candidates who get hired. Remote employers increasingly weigh demonstrated results, such as a client portfolio you've grown or retained, alongside formal credentials. Relevant licenses like the Series 7 or CFP certification often carry more weight than a degree for remote private banking advisor roles specifically.
Which industries hire the most remote private banking advisors?
Remote private banking advisor roles concentrate in Banking & Financial Services, Technology & Software, and Consulting & Professional Services, based on current remote listings on Migrate Mate as of November 2026. These sectors hire remotely because their distributed teams serve clients nationally and don't require advisors to meet clients in a physical branch.
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Find roles that match your experience and apply in just a few clicks.
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