Senior Private Banker
Listed on 2025-12-01
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Finance & Banking
Banking & Finance, Wealth Management
Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. We are exclusively identifying candidates in the Fort Myers, Florida market.
About the RoleOur client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI’s and/or an established book of clients within the Fort Myers, Florida market and be able to self source.
Responsibilities- Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities.
- Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
- Work collaboratively and proactively with branches and regional teams to identify and generate referrals.
- Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
- Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
- Actively participate in community and business functions/groups.
- Possess a self-motivated, highly driven, and entrepreneurial personality.
Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products.
Required Skills- Strong COI’s and established book of clients.
- Ability to self-source clients.
- Experience in wealth management.
- Experience in community and business functions/groups.
Base pay range: $/yr - $/yr. Compensation will be discussed on a one-to-one basis.
Equal Opportunity StatementOur client is committed to diversity and inclusivity.
Seniority level- Mid-Senior level
- Full-time
- Business Development, Finance, and Sales
- Banking, Investment Management, and Investment Advice
- Medical insurance
- Vision insurance
- 401(k)
- Paid paternity leave
- Tuition assistance
- Disability insurance
- Paid maternity leave
- Child care support
- Pension plan
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