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Senior Private Banking & Wealth Advisor

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial institution is seeking a Senior Banking Advisor in Boca Raton to develop new client relationships and manage complex credit and deposit relationships for high-net-worth individuals. The role emphasizes strategic growth, exceptional client service, and collaboration with internal teams to deliver comprehensive financial solutions. The ideal candidate has a strong background in banking, excellent negotiation skills, and over 5 years of relevant experience.

This position offers an opportunity for professional growth and a flexible work environment.
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Position Requirements
10+ Years work experience
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