Private Banker & Wealth Advisor

Partners Federal Credit Union; Horizon West (FL); On-site; USD 51,000 - 77,000; Full time

Benefits offered by this job

Benefits package

Annual Incentive Plan (AIP)

Career development opportunities

Job summary

Partners Federal Credit Union in Florida is seeking a Private Banker to manage affluent member banking and investment relationships, delivering proactive, consultative advice.

You will work with Wealth Management Advisors, adhere to regulatory standards, and mentor staff while expanding investment knowledge through the Guided Wealth Portfolio.

This role emphasizes work-life balance, stability, and a service-first culture within a nationally respected brand.

Qualifications

• 3+ years of experience building and maintaining relationships with members and colleagues.
• Current FINRA certifications and licenses include SIE, and Series 6.
• NMLS Certification required; Series 65/66 within 6-12 months.
• Strong knowledge of banking and securities regulations.

Responsibilities

• Comprehensive Relationship Management – primary contact for affluent members.
• Collaborate with Wealth Management Advisor for investment guidance.
• Oversee full banking relationships with proactive, consultative approach.
• Provide tailored guidance based on member goals with seamless client experience.
• Mentor Member Experience Professionals and support branch leadership.

Skills

Relationship management

Regulatory knowledge

Communication

Sales and cross-selling

Mentorship and leadership

Financial products knowledge

Education

High School or GED

NMLS Certification – Required

SIE Certification

Series 6

Series 63

Series 65/66 within 6-12 months

Tools

Microsoft Outlook

Job description

Partners Federal Credit Union in Florida is seeking a Private Banker to manage affluent member banking and investment relationships, delivering proactive, consultative advice.

You will work with Wealth Management Advisors, adhere to regulatory standards, and mentor staff while expanding investment knowledge through the Guided Wealth Portfolio.

This role emphasizes work-life balance, stability, and a service-first culture within a nationally respected brand.