Private Client Manager
FinTrust ConnectHighlight
Summary
About the Role
About You
- 8+ years of experience in private banking, private client advisory, or wealth management.
- Bachelor's degree required.
- Active FINRA Series 7 and Series 65/66 licenses.
- Life, Health & Variable licenses; NMLS registration.
- Demonstrated experience advising high-net-worth households with net worth between $5MM and $50MM+.
- Strong preference for CFP certification.
- Ability to discuss estate planning concepts, market conditions, asset allocation, and credit strategy at a high level.
Benefits
- Culture focused on long-term client outcomes and discretion-driven relationships.
- On-site workplace in Tampa, FL.
Welcome to FinTrust Connect, a leading Staffing and Consulting firm in the Financial Services, Information Technology and Data Management industries. We ensure an in-depth understanding of our clients’ needs and deliver highly skilled employees in a seamless process. We know that finding a new job and a new addition to your team can be a frustrating experience and we are here to help you with your job search and hiring needs. We take the time to understand your business demands. We provide a step-by-step candidate coaching process through the entire interview and after placement. For our clients, we also provide out of the box, innovative solutions to your business challenges though tailored project consultants and cutting-edge product solutions. Our mission is to establish a long-term relationship with our clients in understanding their culture to tailor match the best qualified talent to their staffing and project needs. We aim to promote growth by creating a sustainable business model and keeping our pulse on the ever-changing market. Our team is comprised of subject matter experts that have been in your shoes and understand the challenges you face. That is why we believe that the quality of your workforce and culture is determines the success of your company. Let us help you find the best talent!