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FinTrust Connect

Senior Private Wealth Advisor for HNW Families

FinTrust Connect, Tampa, Florida, us, 33646

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A regional banking institution in Tampa, FL, is seeking an experienced Private Client Relationship Manager. This role emphasizes client advisory for high-net-worth individuals, focusing on wealth stewardship and integrated banking solutions. The ideal candidate has over 8 years of experience and holds a Bachelor's degree along with various financial licenses. Responsibilities include leading client relationships and coordinating financial plans tailored for clients. This position offers a relationship-first culture, emphasizing discretion and intellectual rigor. #J-18808-Ljbffr