Private Client Relationship Manager -Tampa, FL

FinTrust Connect
Tampa, FL
Job Description
FinTrust Connect is seeking a Private Client Relationship Manager for a regional banking institution in Tampa, FL. The role involves leading client advisory relationships, developing deep relationships with COIs, and advising on financial plans and credit strategies.

Requirements

  • 8–15+ years of experience in private banking, wealth management, or trust and estate planning
  • Bachelor's degree required
  • FINRA Series 7, and Series 65 or 66; Life, Health, and Variable insurance licenses; NMLS registration
  • Strong preference for CFP credential
  • Proven experience with HNW/UHNW households ($5MM–$50MM+ net worth)
  • Expertise in financial planning, credit strategy, trusts & estates, and asset allocation
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