Hybrid Private Banking Lead & Wealth Advisor

Popular; Florida; Híbrido; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Popular Private Client in Florida seeks a Team Lead to advise individuals, businesses, and families on investments, wealth planning, and balance sheet optimization. You will lead a local Private Bankers team, partner with leadership on market strategy, and pursue new client acquisition while maintaining strong client relationships.

The role requires a bachelor’s degree in business or related field, 7+ years in wealth management, and leadership experience.

Formación

• Bachelor’s degree in Business or related field required with 7+ years in wealth management/private banking.
• Experience managing and building a team of Private Bankers.
• FINRA Series 7, 63, 65/66 and Insurance licenses preferred.

Responsabilidades

• Advise clients on investments, wealth planning, credit, and banking to build and protect their balance sheets.
• Manage and grow your own book of business while developing a local team of Private Bankers.
• Partner with local leadership to develop and execute market strategy, including hiring and training.
• Coach colleagues to drive new business and share best practices across the team.
• Ensure risk and control policies are followed and client needs are met across short, medium, and long term goals.

Conocimientos

Leadership

Wealth management

Private banking

Investments knowledge

Credit concepts

Educación

Bachelor’s degree in Business or related field

FINRA licenses preferred

Descripción del empleo

Popular Private Client in Florida seeks a Team Lead to advise individuals, businesses, and families on investments, wealth planning, and balance sheet optimization. You will lead a local Private Bankers team, partner with leadership on market strategy, and pursue new client acquisition while maintaining strong client relationships.

The role requires a bachelor’s degree in business or related field, 7+ years in wealth management, and leadership experience.