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Real Estate Associate
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- $285,000 USD / year
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Executive Office Administrator
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- $125,000 USD / year
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Legal Assistant
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- $100,000 USD / year
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CNC Lathe Machinist
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- $72,800 USD / year
Added 17 hours ago
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Business Systems and Technology Manager
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- $100,000 USD / year
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Estimator
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- $150,000 USD / year
Added 18 hours ago
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Commissioning Technician
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Added 21 hours ago
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Associate,Public Finance Banker
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- $175,000 USD / year
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Field Service Technician
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Houston, TX
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Executive Assistant
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corte madera, CA
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Senior Construction Estimator
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Regional Sales Manager – Remote
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Senior Sales Estimator
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Logistics Coordinator
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Tampa, FL
- $75,000 USD / year
Added 3 days ago
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Accounts Payable Specialist
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Chicago, IL
- $80,000 USD / year
Added 3 days ago
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Director of Finance
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Santa Ana, CA
- $210,000 USD / year
Added 4 days ago
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Construction Controller
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new york, NY
- $165,000 USD / year
Added 4 days ago
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Civil Engineer – Industrial Projects
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Beaumont, TX
- $150,000 USD / year
Added 4 days ago
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Agency Marketing Account Director
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Lincoln, NE
- $95,000 USD / year
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Plant Engineer/Mechanic
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Hauppauge, NY
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Instrumentation/Electrical Engineer
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Beaumont, TX
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Added 5 days ago
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Associate Advisor
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Northville, MI
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Boutique Recruiting

Private Banker

Irvine, CA, United States

$250,000 USD / year

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Job details

Pay: $250,000 USD / year
Apply by: Feb 1, 2027
Experience: 7+ years of experience in two banks or fewer, unless demonstrating proven strategic growth
Posting language: English
Posted: Nov 3, 2026

Original job description

Position Title: Private Banker

We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You'll have the autonomy to grow your portfolio, cultivate referral partnerships, and provide an exceptional client experience, all while enjoying outstanding earning potential and long-term career advancement.

This client-facing role is designed for a high-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as manage loans and treasury management needs. This position emphasizes a streamlined and efficient process, ensuring clients receive exceptional service.

Salary Range: $160,000 - $250,000+ / Year DOE

Responsibilities:

Develop new client relationships and enhance existing ones through proactive outreach
Engage with referral sources, including CPAs and attorneys, to expand business opportunities
Track and manage client data using Salesforce to ensure effective follow-up and relationship management
Respond promptly to client needs and inquiries, facilitating timely solutions
Conduct business development activities to identify and pursue new opportunities

Requirements:

7+ years of experience in two banks or fewer, unless demonstrating proven strategic growth
Experience as a Private Banker with a track record of bringing in $15 million in new loans, deposits, or assets under management
Conversational understanding of credit, with the ability to lend up to $50 million for specific entities
Minimum Bachelor's degree
Proficiency in Salesforce or similar software, along with strong Excel skills
Experience in high-end banking, preferably in private wealth
Series 6 or Series 7 certification is preferred

Benefits:

Medical benefits with eligibility details provided by HR
401k plan with a 3% employer match
Generous paid time off policy, including four weeks of PTO and potential for a fifth week
All standard banking holidays plus a float day

If you are a Private Banker looking to take the next step in your career, apply now!