Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Affluent Private Banking Advisor

Northwest Bank

Northwest Bank is seeking a Private Banker to deliver affluent client experiences by coordinating investments, mortgage, small business banking, and trust services. The role involves building relationships with executives, attorneys, accountants, and other referral sources to expand Northwest Bank's client base and cross-sell products. Responsibilities include initiating new business, analyzing client needs, preparing proposals, and presenting strategies that address complex financial planning. #J-18808-Ljbffr Northwest Bank

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Affluent Private Banking Advisor in New Albany, IN vacancy
  •  ...66 In relevant states Upon Hire Job Description The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience...  ...entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities... 
    Private
    Work experience placement
    Work at office

    Northwest Bank

    New Albany, IN
    1 day ago
  •  ...across Heaven Hill's product portfolio. Full-time Fifth Third Bank Personal Banker Associate I Make banking a Fifth Third better;...  ...customers find the right financial solutions. Personal Financial Advisor (Private Wealth) Certified Financial Advisor (CFA) responsible for... 
    Private
    Full time
    Work from home

    PNC

    New Albany, IN
    4 days ago
  • $77.9k - $199k

    OverviewOld National Bank has been serving clients and communities since 1834. With over...  ...seeking a High Net Worth Wealth Advisor. This group is a business designed for clients...  ...management, estate or trust services, and private banking who are focused on preserving and... 
    Private

    Old National Bank

    Louisville, KY
    2 days ago
  •  ...Business Banking SpecialistAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are...  ...a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or... 
    Private
    Work at office
    Shift work

    PNC

    Louisville, KY
    6 days ago
  • $17 - $29.75 per hour

     ...existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g.,...  ..., Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital... 
    Private
    Immediate start

    Old National Bank

    Louisville, KY
    3 days ago
  •  ...Acquires and expands share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue. Achieves business results...  ...a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or... 
    Private
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC

    Louisville, KY
    15 hours ago
  •  ...client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This...  ...wealth and estate planning, investments, banking, and more. The position requires leveraging... 
    Private

    Professions Inc

    Louisville, KY
    18 days ago
  • $90k - $120k

     ...trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Effectively partner with the Wealth Advisors to develop business owner relationships through the utilization of WRAP (Wealth Relationship... 
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Night shift
    Day shift

    Truist

    Louisville, KY
    3 days ago
  • $23.56 - $26.44 per hour

     ...follow up. Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to: Partner...  ...Class Client Experience. Function as client’s personal trusted advisor by adding value and building deep client relationships by... 
    Work experience placement
    Internship
    Local area

    First Financial Bancorp

    Jeffersonville, IN
    3 days ago
  •  ...Officer to administer trust accounts including personal trusts, estates, custodial, and IRA accounts. The role emphasizes cross-selling bank services and maintaining compliance with tax and trust regulations. Required are a Bachelor's degree in business and 2–4 years of... 
    Private
    Flexible hours

    Park National

    Louisville, KY
    4 days ago
  •  ...management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and...  ...wealth management, financial planning, investment advisory, private banking, or a related client-facing financial services role. ~ Series... 
    Private
    Local area

    Choreo

    Louisville, KY
    2 days ago
  •  ...Private Wealth Advisor (Pwa) One of the largest and oldest financial institutions in The Ohio Valley has an opening for a Private Wealth Advisor...  ...holistically on wealth and estate planning, investments, banking, credit, real estate, insurance, charitable giving, and... 
    Private
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Professions Inc

    Louisville, KY
    5 days ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    New Albany, IN
    a month ago
  • $154k - $286k

     ...In this role, you will support an established, high performing team of Investment Advisors across Ohio, Michigan, Illinois, Minnesota, Wisconsin, Indiana and Kentucky for PNC Private Bank Hawthorn, by collaborating with the Advisors on UHNW and Family Office clients. Success... 
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Louisville, KY
    1 day ago
  •  ...Description Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending. You will apply your knowledge of home...  ...of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local area Excellent written... 
    Work experience placement
    Local area
    Relocation

    JPMorganChase

    Louisville, KY
    1 day ago
  •  ...Private Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients...  ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will...  ...teammates' success and the goals of the bank, while fostering a culture of diversityBuild... 

    Chase

    Clarksville, IN
    5 days ago
  • Description First Merchants Bank is seeking a Banking Center Manager to join our team! This position will focus on developing and implementing...  ...and consumer banking functions including deposits, lending, Private Wealth, brokerage, merchant processing, treasury management, etc... 
    Private
    Bank staff
    Flexible hours

    First Merchants Bank

    New Albany, IN
    5 days ago
  •  ...application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting...  ...Bank of America Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.A. Banking products... 
    Private
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    New Albany, IN
    4 days ago
  • $15 - $18 per hour

     ...compliant records, including timely credit denial letters and required tax documentationHandle and balance cash, and complete required bank runs to deliver depositsFollow company policies, procedures, and regulatory requirementsComplete required training and meet... 
    Hourly pay
    Work at office
    Local area
    Shift work

    World Finance Company of Indiana, LLC

    Jeffersonville, IN
    1 day ago
  • $48k - $100k

     ...life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal...  ...equipped with the investment insights of Merrill coupled with the banking convenience of Bank of America. We value diversity and empower... 
    Shift work
    Day shift

    Bank of America

    Louisville, KY
    4 days ago
  •  ...sources such as bond proceeds, tax credit equity, subsidies, and private capital.• Establish underwriting guidelines, lending policies,...  ...in housing finance, public finance, real estate finance, banking, investment management, or community development finance.• 5+ years... 
    Private

    Robert Half

    Louisville, KY
    1 day ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial...  ...comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Louisville, KY
    1 day ago
  •  ...are also a relationship builder, collaborating with the Wealth Advisor for client and prospect calls. You will join the Investment Team...  ...solutions to clients. You also coordinate sales efforts among banking and non-banking team members. With champions at the highest levels... 
    Local area

    German American

    Louisville, KY
    4 days ago
  •  ...Global is hiring for Mortgage Loan Originators (MLOs) with a large banking client. There are currently two openings, one in Louisville, KY...  ...you'll receive some warm referrals from the bank's business, private, and relationship bankers, most of your success will come from... 
    Private
    Local area

    Insight Global

    Louisville, KY
    1 day ago
  •  ...Personal Banker Associate I - Bashford Manor Financial CenterMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.General Function:Selected candidates are... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Louisville, KY
    2 days ago
  •  ...Personal Banker II - Douglas Loop Financial Center (Louisville, KY)Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.The Personal Banker II position will... 
    Work at office

    Fifth Third Bancorp

    Louisville, KY
    4 days ago
  • $20 - $23 per hour

     ...Job TitleRelationship BankersJob DescriptionAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all... 

    U.S. Bank

    Louisville, KY
    3 days ago
  • $17 - $29.75 per hour

     ...Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and... 

    Old National Bank

    Louisville, KY
    3 days ago
  •  ...Responsibilities engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM accurately and efficiently processing cash transactions for clients as needed having deep conversations... 
    Weekend work

    Jobtailor

    Louisville, KY
    2 days ago
  •  ...As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring... 
    Immediate start
    Afternoon shift

    Fairygodboss

    Louisville, KY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Affluent Private Banking Advisor. Be the first to apply!