Senior Private Client Wealth Advisor

FinTrust Connect; Orlando (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

FinTrust Connect seeks a Senior Private Client Relationship Manager in Orlando, FL to lead multi-generational HNW relationships, delivering full balance-sheet advice across deposits, lending, and wealth solutions.

You will coordinate internal partners across investments, trust/estate, mortgage, and credit, acting as the cornerstone of the client relationship, and cultivate COI with attorneys, CPAs, and family offices.

Qualifications

• 8+ years in private banking/private client advisory/wealth management.
• Active FINRA Series 7 and Series 65/66.
• Life, Health & Variable licenses; NMLS registration.
• Strong preference for CFP.
• Experience advising HNW/UHNW households ($5MM–$50MM+ net worth).

Responsibilities

• Serve as 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.
• Maintain and grow COI network (attorneys, CPAs, family offices) to drive introductions.
• Advise clients through liquidity events, estate transfers, and life transitions with tailored planning and credit strategies.
• Role is licensing-focused and consultative, not trading/execution; partner with advisory/trust specialists for implementation.

Skills

Private banking

Wealth management

HNW advisory

FINRA Series 7/65/66

CFP preferred

Estate planning concepts

Job description

FinTrust Connect seeks a Senior Private Client Relationship Manager in Orlando, FL to lead multi-generational HNW relationships, delivering full balance-sheet advice across deposits, lending, and wealth solutions.

You will coordinate internal partners across investments, trust/estate, mortgage, and credit, acting as the cornerstone of the client relationship, and cultivate COI with attorneys, CPAs, and family offices.