Private Client Relationship Manager -Jacksonville, FL

FinTrust Connect • Jacksonville, FL

1d • Onsite

About The Position

Senior Private Client Relationship Manager – Jacksonville, 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 Jacksonville, 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) Bachelor's 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

Requirements

• 8+ years of experience in private banking / private client advisory / wealth management (senior, turnkey profile preferred)
• Bachelor's degree required
• Active FINRA Series 7 and Series 65/66 Life, Health & Variable licenses; NMLS registration
• 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

Nice To Haves

• Strong preference for CFP

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level