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FinTrust Connect LLC
Private Client Relationship Manager -Ft. Myers, FLFinTrust Connect LLC • Fort Myers, FL, United States
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Private Client Relationship Manager -Ft. Myers, FL

Private Client Relationship Manager -Ft. Myers, FL

FinTrust Connect LLC • Fort Myers, FL, United States
30+ days ago
Job type
  • Full-time
Job description

Private Client Relationship Manager - Ft. Myers, FL

Fort Myers, Florida, United States Or refer someone Job Openings Private Client Relationship Manager - Ft. Myers, FL

About the Job Private Client Relationship Manager - Ft. Myers, FL

Senior Private Client Relationship Manager Orlando, FL

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a Senior Private Client Relationship Manager. This is a high-impact, client-facing advisory role focused on long-term wealth stewardship and full balance-sheet counsel, not transactional selling. The right candidate will serve as the relationship quarterback for high-net-worth families, coordinating integrated banking, lending, and wealth solutions.

Why this opportunity?

  • Culture: Relationship-first, discretion-driven, intellectually rigorous environment centered on long-term client outcomes
  • Workplace: On-site in Orlando, FL
  • Function: Lead multi-generational HNW relationships by integrating deposits, credit, and investment/trust strategies with internal specialists

Requirements:

  • 8+ years of experience in private banking / private client advisory / wealth management (senior, turnkey profile preferred)
  • Bachelors degree required
  • Active FINRA Series 7 and Series 65/66
  • Life, Health & Variable licenses; NMLS registration
  • Strong preference for CFP
  • Demonstrated experience advising HNW/UHNW households ($5MM$50MM+ net worth)
  • Ability to independently discuss (at a high level) estate planning concepts, market/economic conditions, asset allocation, and credit strategy, then coordinate execution with internal partners

Description:

  • Serve as the primary advisor for a portfolio of complex HNW families; deliver full balance-sheet advice across deposits, lending, and wealth solutions
  • Coordinate internal partners across investments, trust/estate, mortgage, and credit to deliver integrated recommendations (you are the cornerstone of the relationship)
  • Maintain and grow a strong COI network (attorneys, CPAs, family offices) to drive high-quality introductions
  • Advise clients through liquidity events, estate transfers, and life transitions with tailored planning and credit strategies
  • Success is measured across three core buckets:
  • Important: this is not a trading/execution seat; the role requires licensing and consultative acumen, while partnering with advisory/trust specialists for implementation

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Private Client Relationship Manager -Ft. Myers, FL • Fort Myers, FL, United States

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