Banking & Wealth Management

Connecting our partners with the highest levels of talent.

Your Banking & Wealth Management Recruiters

The banking and wealth management recruiters at PointOne deliver highly-qualified candidates. Regardless of the size of your organization or the markets you serve, we can provide the best talent solutions you need to secure a competitive advantage.

Your Finance Recruitment Team

Bryon Vargas

Manager of Recruitment
Commercial Lending & Wealth Management

Daniel Vargas

Account Executive
Commercial Lending & Wealth Management

Specialties

Banking

Wealth Management

Positions we place

  • Trust Officer
  • Trust Administrator
  • Trust Operations Manager
  • Commercial Lender
  • Credit Analyst
  • Underwriter
  • Loan Processor
  • Relationship Manager
  • Relationship Banker
  • Vice President – Investment Banking
  • Personal Banker
  • Banking Advisor

Career Opportunities

We work within general banking, wealth management, RIA, mortgage, insurance, and so much more, granting our clients access to the best people working today.

Sales Associate

Mequon, WI

Client Sales Associate An independent Registered Investment Advisory firm is lo....

Wealth Advisor

Madison, WI

Wealth AdvisorA fee-only independent RIA with over 400 million in AUM is looking....

Sales Client Associate

Madison, WI

Client Sales Associate An independent Registered Investment Advisory firm is lo....

Sr Trust Officer

West Palm Beach, FL

Senior Trust Officer We have an outstanding opportunity for an accomplished Sen....

Financial Advisor

Dallas, TX

Financial AdvisorsWe are representing a growing national Wealth Management Advis....

Commercial CRE Lender

Tarrant County, TX

Commercial Lender CRE Great opportunity for a CRE Lender in the Tarrant Coun....

Financial Advisor

Houston, TX

Financial AdvisorsWe are representing a growing national Wealth Management Advis....

Tax Manager

Lake Geneva, WI

Tax ManagerA full-time accounting position is now available at a boutique trust ....

Assistant Financial Controller

Billings, MT

Assistant Controller - Billings, MTPointOne is working with a well established r....

Mortgage Lender

Austin, TX

Mortgage Loan Officer – Market Expansion to Austin, TX Our client is a Re....

Wealth Management Advisors

Lancaster, PA

Financial Advisors We are representing an Independent Privately owned Advisory....

Sr Commercial Lending Officer

Austin, TX

Senior Commercial C&I Lending Officer Our client, a strong regional bank....

Client Services

Rockville, MD

Client Services Professionals An independent boutique Wealth Management firm in....

Sales Associate

Atlanta, GA

Trust and Investment Sales Associate A Trust company is currently seeking a Tru....

Wealth Advisor

Milwaukee, WI

Wealth Advisors Our client, an established, fee-only RIA, providing their clien....

Commercial Lender

San Antonio, TX

Commercial Lender- San Antonio, TXWe are currently looking for a Commercial Lend....

Commercial Lender

San Antonio, TX

Commercial Lender- San Antonio, TXWe are currently looking for a Commercial Lend....

Fiduciary Tax Accountant

Lake Geneva, WI

Fiduciary Tax AccountantA full-time accounting position is now available at a bo....

Mortgage Underwriter

Waukegan, IL

Mortgage Underwriter – Position maybe Remote Our client is a Community Ba....

Mortgage Loan Processor

Waukegan, IL

Loan Processor The ideal candidate for this position possesses strong decision....

Senior Relationship Manager

Minneapolis, MN

Senior Relationship Manager Our client is a leading independent fee only Regist....

Banking and Wealth Management is evolving. Let our team help you navigate that change.