Private Client Manager

FinTrust Connect; Orlando (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

FinTrust Connect seeks a Senior Private Client Relationship Manager in Orlando, FL to lead multi-generational HNW relationships, delivering full balance-sheet advice across deposits, lending, and wealth solutions.

You will coordinate internal partners across investments, trust/estate, mortgage, and credit, acting as the cornerstone of the client relationship, and cultivate COI with attorneys, CPAs, and family offices.

Qualifications

• 8+ years in private banking/private client advisory/wealth management.
• Active FINRA Series 7 and Series 65/66.
• Life, Health & Variable licenses; NMLS registration.
• Strong preference for CFP.
• Experience advising HNW/UHNW households ($5MM–$50MM+ net worth).

Responsibilities

• Serve as primary advisor for a portfolio of complex HNW families; deliver full balance-sheet advice across deposits, lending, and wealth solutions.
• Coordinate internal partners across investments, trust/estate, mortgage, and credit to deliver integrated recommendations.
• Maintain and grow COI network (attorneys, CPAs, family offices) to drive introductions.
• Advise clients through liquidity events, estate transfers, and life transitions with tailored planning and credit strategies.
• Role is licensing-focused and consultative, not trading/execution; partner with advisory/trust specialists for implementation.

Skills

Private banking

Wealth management

HNW advisory

FINRA Series 7/65/66

CFP preferred

Estate planning concepts

Job description

For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn

Senior Private Client Relationship Manager – Orlando, FL

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a Senior Private Client Relationship Manager. This is a high-impact, client-facing advisory role focused on long-term wealth stewardship and full balance-sheet counsel, not transactional selling. The right candidate will serve as the relationship “quarterback” for high-net-worth families, coordinating integrated banking, lending, and wealth solutions.

Why this opportunity?

• Culture: Relationship-first, discretion-driven, intellectually rigorous environment centered on long-term client outcomes
• Function: Lead multi-generational HNW relationships by integrating deposits, credit, and investment/trust strategies with internal specialists

Requirements:

• 8+ years of experience in private banking / private client advisory / wealth management (senior, “turnkey” profile preferred)
• Active FINRA Series 7 and Series 65/66
• Life, Health & Variable licenses; NMLS registration
• Strong preference for CFP
• Demonstrated experience advising HNW/UHNW households ($5MM–$50MM+ net worth)
• Ability to independently discuss (at a high level) estate planning concepts, market/economic conditions, asset allocation, and credit strategy, then coordinate execution with internal partners

Description:

• Serve as the primary advisor for a portfolio of complex HNW families; deliver full balance-sheet advice across deposits, lending, and wealth solutions
• Coordinate internal partners across investments, trust/estate, mortgage, and credit to deliver integrated recommendations (you are the “cornerstone” of the relationship)
• Maintain and grow a strong COI network (attorneys, CPAs, family offices) to drive high-quality introductions
• Advise clients through liquidity events, estate transfers, and life transitions with tailored planning and credit strategies
• Success is measured across three core buckets:
• Important: this is not a trading/execution seat; the role requires licensing and consultative acumen, while partnering with advisory/trust specialists for implementation