Senior Private Banker — UHNW Wealth Advisor

Avior Executive Search, Inc; Fort Myers (FL); On-site; USD 175,000 - 250,000; Full time

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

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.