Senior Private Banker & Wealth Advisor

Fairygodboss; Ponte Vedra Beach (FL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Tuition reimbursement

Mental health support

Retirement savings plan

Job summary

Fairygodboss is looking for an experienced Private Banker to join their team in Ponte Vedra Beach, Florida. The role involves managing relationships with clients, advising on wealth management, and generating new client acquisitions. With at least six years of experience in Private Banking or Financial Services, candidates should possess a Bachelor's Degree and appropriate licenses.

This position also offers competitive compensation and comprehensive benefits, including health care coverage and tuition reimbursement.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required for the position.
• Experience with investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain relationships with clients.
• Advise clients on their overall balance sheet.
• Generate business results and acquire new assets.

Skills

Client relationship management

Investment management

Wealth planning

Sales success

Network establishment

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

Fairygodboss is looking for an experienced Private Banker to join their team in Ponte Vedra Beach, Florida. The role involves managing relationships with clients, advising on wealth management, and generating new client acquisitions. With at least six years of experience in Private Banking or Financial Services, candidates should possess a Bachelor's Degree and appropriate licenses.

This position also offers competitive compensation and comprehensive benefits, including health care coverage and tuition reimbursement.