Elite Private Banker: Wealth & Relationship Advisor

Northwest Bank; Mount Joy (Lancaster County); On-site; USD 75,000 - 110,000; Full time

Job summary

Northwest Bank in Mount Joy, PA seeks a Private Banker to deliver affluent client experiences and coordinate across investments, mortgage, trust, and lending teams to provide comprehensive solutions.

Ideal candidates have 6–8 years of relevant experience, a finance degree, and licenses (Series 7, 63, 65, 66). You will develop new business, manage relationships, and ensure compliance with FINRA/SEC requirements.

Qualifications

• Bachelor's Degree in Finance or related field preferred.
• 6-8 years relevant experience in private banking or wealth management.
• Licenses required: Series 7, Life/Acc/Health, Series 63, Series 65, Series 66.

Responsibilities

• Initiate contacts for developing and closing new business.
• Collaborate across business lines including investments, mortgage, small business banking, and trust.
• Cultivate and maintain relationships with high-net-worth clients and professionals.
• Develop financial profiles and prepare proposals based on client needs.
• Cross-sell Northwest products and services and provide training as needed.
• Ensure compliance with FINRA/SEC regulations.

Skills

Relationship Management

Sales Skills

Customer Service

Financial Analysis

Education

Bachelor's Degree in Finance or related

Tools

Microsoft Office

Job description

Northwest Bank in Mount Joy, PA seeks a Private Banker to deliver affluent client experiences and coordinate across investments, mortgage, trust, and lending teams to provide comprehensive solutions.

Ideal candidates have 6–8 years of relevant experience, a finance degree, and licenses (Series 7, 63, 65, 66). You will develop new business, manage relationships, and ensure compliance with FINRA/SEC requirements.