Senior Advisor / Director

Global Recruiters of Greenwood (GRN); Pensacola (FL); On-site; USD 140,000 - 190,000; Full time

Job summary

Global Recruiters of Greenwood (GRN) is seeking a Senior Private Wealth Advisor / Director in Pensacola, FL to lead high-net-worth client relationships with a planning-based approach. You will coordinate a broad wealth management team to deliver comprehensive solutions and growth across investment, trust, banking, lending, and wealth strategy resources.

Ideal candidates bring 7+ years in wealth management, strong relationship development skills, and a proven ability to quarterback complex client

Qualifications

• 7+ years of experience in wealth management or related advisory roles.
• Proven ability to develop new client relationships and grow assets.
• Strong planning-based approach to delivering wealth management solutions.

Responsibilities

• Manage and deepen relationships with high-net-worth clients and families.
• Develop new client relationships through internal partners and centers of influence.
• Coordinate investment, trust, banking, lending, planning, and wealth strategy resources for clients.
• Lead a disciplined financial planning-based process aligned with client priorities and goals.
• Deliver proactive, high-touch client service and exceed expectations.
• Build a strong local presence in the Pensacola market.
• Collaborate across the firm to create long-term client value.

Skills

Wealth management

Relationship management

Business development

Planning-based advisory

Job description

Business: Private Wealth Management

Location: Pensacola, FL / Northwest Florida

Business: Private Wealth Management

Level: Senior Advisor / Director

About Our Client

Our client is a leading private wealth and banking organization with a significant presence in Pensacola, serving individuals, families, businesses, and institutions through an integrated suite of personal banking, commercial banking, and wealth management services.

The Opportunity

Our client is seeking a Private Wealth Advisor / Director to serve high-net-worth and ultra-high-net-worth clients with complex wealth needs. This advisor will act as the primary relationship lead, helping clients build, preserve, manage, and transfer wealth while coordinating the resources of a broader private wealth team.

The role is ideal for an experienced wealth advisor who enjoys being the “quarterback” of the client relationship, developing new business, leveraging centers of influence, and delivering a planning-led client experience.

Private Wealth Advisors work closely with Portfolio Managers, Trust Administrators, Private Bankers, Wealth Strategists, and Wealth Analysts to deliver comprehensive solutions for clients with sophisticated financial lives.

Key Responsibilities

The Private Wealth Advisor / Director will be responsible for:

• Managing and deepening relationships with high-net-worth clients and families.
• Developing new client relationships through internal partners, external referral sources, and centers of influence.
• Serving as the primary point of contact for clients while coordinating investment, trust, banking, lending, planning, and wealth strategy resources.
• Leading a disciplined, financial planning-based process that begins with understanding client priorities, assessing the client’s current state, and aligning the right wealth management and private banking solutions.
• Delivering a proactive, high-touch client experience focused on understanding client needs and exceeding client expectations.
• Building a strong local presence in the Chicago marketplace.
• Partnering across the firm to identify opportunities, solve complex client issues, and create long-term client value.

The role carries meaningful business development expectations, including first-year new asset goals and increasing annual targets in future years.

Ideal Candidate Profile

The ideal candidate will bring:

• 7+ years of experience in wealth management, private banking, financial advisory, or a related HNW client-facing role.
• A strong record of developing new client relationships and growing assets.
• Deep experience advising high-net-worth clients through a planning-based approach.
• Strong community ties and relationships with local centers of influence.
• Excellent communication, relationship management, and business development skills.
• A client-first mindset with strong integrity and sound judgment.
• The ability to collaborate effectively with internal partners in investments, banking, trust, planning, and credit.
• A team-oriented approach and the ability to thrive in a healthy, performance-driven culture.

The attached profile emphasizes a preference for candidates with strong marketplace roots, solid community relationships, and experience supporting HNW clients.

Candidate Backgrounds That May Fit Well

Strong candidates may currently hold titles such as:

• Private Wealth Advisor
• Private Client Advisor
• Senior Relationship Manager
• Wealth Strategist
• Financial Advisor
• Certified Financial Planner
• Private Banker
• Business Development Director within Wealth Management

The role may be a strong fit for advisors currently working within private banks, regional banks, wirehouses, independent broker-dealers, or private RIA firms who want access to a broader wealth management platform and a more integrated client offering.

Value Proposition

This opportunity offers an experienced advisor the ability to join an established private wealth platform with a strong brand, attractive base compensation, internal partnership resources, and the ability to serve as the lead advisor for complex client relationships.

For the right advisor, this role provides the best of both worlds: the credibility and infrastructure of a large wealth platform, combined with the relationship-driven nature of a private client advisory role.

The employee value proposition includes a strong brand, base salary structure, the ability to help clients organize and manage their financial lives, and the opportunity to quarterback relationships by leveraging internal partners.

Compensation

Compensation is expected to include a competitive base salary, potential sign-on bonus, and sales-based incentive opportunity.

Interview Process

The interview process is expected to include an initial recruiter conversation, followed by meetings with the hiring manager, local market leadership, and members of the local wealth management team to assess fit across experience, skills, production history, client approach, and culture alignment.

Questions

Do you manage at least $50 million in client assets?

Do you have an established network of referral partnerships?