Senior Private Banker

Avior Executive Search, Inc

Fort Myers (FL)

On-site

USD 175,000 - 250,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Tuition assistance

Disability insurance

Paid maternity leave

Child care support

Pension plan

Job summary

A financial services firm is seeking a Senior Advisor/Banker based in Fort Myers, Florida. The successful candidate will manage full-service relationships with UHNW & HNW clients, providing integrated financial services on investments, credit, and asset management. Requirements include a Bachelor's degree, 7+ years in wealth management, and relevant licenses. The role offers a pay range of $175,000 to $250,000 annually with various benefits.

Qualifications

7+ years' experience in the wealth management industry as a Financial Advisor, Private Banker, or Relationship Manager.
Proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD.
Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products.

Responsibilities

Work within a business model that strengthens collaborations.
Provide integrated financial services advice to clients.
Develop internal and external networks for referrals.
Provide financial advice regarding business trends.
Participate in community and business functions.

Skills

Strong COI’s and established book of clients

Ability to self-source clients

Experience in wealth management

Education

Bachelor's degree

Job description

About the Company

Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. We are exclusively identifying candidates in the Fort Myers, Florida market.

About the Role

Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI’s and/or an established book of clients within the Fort Myers, Florida market and be able to self source.

Responsibilities

Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities.
Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
Work collaboratively and proactively with branches and regional teams to identify and generate referrals.
Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
Actively participate in community and business functions/groups.
Possess a self-motivated, highly driven, and entrepreneurial personality.

Qualifications

Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products.

Required Skills