Senior Private Client Advisor – Holistic Wealth Solutions

FinTrust Connect; Orlando (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

FinTrust Connect in Orlando, FL seeks a Senior Private Client Relationship Manager to lead long‑term wealth strategies for HNW/UHNW families, delivering full balance‑sheet advice across deposits, lending and investments.

You will coordinate cross‑functional partners, maintain a strong COI network of attorneys and CPAs, and act as the relationship quarterback for complex clients, balancing discretion with advisory excellence.

Qualifications

• 8+ years of experience in private banking / private client advisory / wealth management.
• Active FINRA Series 7 and Series 65/66.
• Life, Health & Variable licenses; NMLS registration
• CFP preferred
• 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

Responsibilities

• 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

Skills

Private banking

Wealth management

Client advisory

Relationship management

Asset allocation

Education

CFP certification

FINRA Series 7/65/66

Job description

FinTrust Connect in Orlando, FL seeks a Senior Private Client Relationship Manager to lead long‑term wealth strategies for HNW/UHNW families, delivering full balance‑sheet advice across deposits, lending and investments.

You will coordinate cross‑functional partners, maintain a strong COI network of attorneys and CPAs, and act as the relationship quarterback for complex clients, balancing discretion with advisory excellence.