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Financial Advisor Banking & Finance

Private Banker & Wealth Advisor

Job in Davenport, Polk County, Florida, 33837, USA
Listing for: Partners Federal Credit Union
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Advisor, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial cooperative in Davenport, Florida, seeks a Private Banker to build lasting relationships with affluent members. The role emphasizes tailored financial solutions and collaboration with Wealth Management Advisors. Candidates should have retail banking experience and relevant FINRA licenses. The position demands strong interpersonal skills and the ability to meet performance metrics. The job includes relationship management, member education, and compliance with regulatory standards.
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