Current jobs related to Private Wealth Relationship Manager - Tampa, Florida - Bank of America

  • Private Wealth Associate

    1 month ago

    Tampa, Florida, United States AllianceBernstein Holding L.P. Full time

    Position OverviewBernstein Private Wealth Management is a leading investment management firm that provides personalized advice to high-net-worth and ultra-high-net-worth clients. Our team is dedicated to delivering exceptional client service and building long-term relationships.Key ResponsibilitiesCollaborate with senior professionals to fuel career success...

  • Private Wealth Client Associate

    3 weeks ago

    Tampa, Florida, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.We are seeking a highly skilled and motivated Private Wealth Client...

  • Wealth Management Advisor II

    3 weeks ago

    Tampa, Florida, United States Fifth Third Bancorp Full time

    Job Title: Wealth Management Advisor IIWe are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored wealth management solutions to our high net worth clients.Key...

  • Private Wealth Services Legal Administrative Assistant

    3 days ago

    Tampa, Florida, United States Gunster Law Firm Full time

    Job DescriptionGunster seeks a Private Wealth Services Legal Administrative Assistant in its Tampa office. This position will schedule meetings and provide legal administrative support to private wealth attorneys including document editing and execution, calendar management, time entry, client billing and reimbursements. The ideal candidate must be a team...

  • Wealth Management Advisor II

    2 weeks ago

    Tampa, Florida, United States Fifth Third Full time

    Job Title: Wealth Management Advisor IIWe are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored wealth management solutions to our high net worth clients.Key...

  • Wealth Management Advisor II

    3 days ago

    Tampa, Florida, United States Fifth Third Bancorp Full time

    Job Summary:Fifth Third Bank is seeking a highly skilled Wealth Management Advisor II to join our team. As a key member of our Private Bank, you will be responsible for providing exceptional client service and building strong relationships with our high net worth clients.Key Responsibilities:Develop and implement personalized wealth management plans for...

  • Wealth Management Advisor II

    2 weeks ago

    Tampa, Florida, United States Fifth Third Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients...

  • Wealth Management Advisor

    1 week ago

    Tampa, Florida, United States AllianceBernstein Full time

    Role Overview:We are seeking a skilled Wealth Management Advisor to join our team at AllianceBernstein. As a Wealth Management Advisor, you will be responsible for providing expert advice to high-net-worth clients on planning for and living with the complexities that come with wealth.Key Responsibilities:* Develop and maintain relationships with clients to...

  • Wealth Management Associate

    2 weeks ago

    Tampa, Florida, United States Sandy Morris Financial and Estate Planning Services, LLC Full time

    Unlock Your Potential as a Client Services AssociateAt Sandy Morris Financial, we're dedicated to providing exceptional service to our high-net-worth clients. As a Client Services Associate, you'll play a vital role in delivering personalized support and guidance to help our clients achieve their financial goals.Key Responsibilities:Provide exceptional...

  • Senior Relationship Manager

    4 weeks ago

    Tampa, Florida, United States Avior Executive Search Full time

    Job DescriptionAvior Executive Search is seeking a highly skilled Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with tailored investment solutions and exceptional service.Key...

  • Wealth Management Advisor II Position

    3 days ago

    Tampa, Florida, United States Fifth Third Bancorp Full time

    Job DescriptionJob Title: Wealth Management Advisor IICompany: Fifth Third BancorpLocation: Tampa, FloridaJob Summary:We are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bancorp. As a Wealth Management Advisor II, you will be responsible for providing exceptional client service and advice to high net...

  • Private Wealth Services Legal Administrative Assistant

    4 weeks ago

    Tampa, Florida, United States Gunster Law Firm Full time

    Job OpportunityGunster Law Firm is seeking a highly organized and detail-oriented PWS Legal Administrative Assistant to join its Tampa office.Key ResponsibilitiesProvide administrative support to the Private Wealth Services teamAssist with estate planning and administration tasksMaintain accurate and up-to-date recordsCommunicate effectively with team...

  • Wealth Management Advisor II

    3 weeks ago

    Tampa, Florida, United States Fifth Third Full time

    Job Title: Wealth Management Advisor IIAt Fifth Third Bank, we're committed to helping our clients achieve their financial goals. As a Wealth Management Advisor II, you'll play a critical role in delivering exceptional client service and building long-term relationships with our high net worth clients.Key Responsibilities:Develop and implement comprehensive...

  • Senior Wealth Advisor

    4 weeks ago

    Tampa, Florida, United States Westport One Full time

    Senior Wealth Advisor OpportunityWe are seeking a seasoned Senior Wealth Advisor to join our team at Westport One. As a key member of our organization, you will be responsible for business development in the Tampa market, focusing on identifying and cultivating relationships with high net worth and ultra-high net worth clients.Our ideal candidate is a...

  • Wealth Credit Portfolio Manager

    3 days ago

    Tampa, Florida, United States Truist Financial Full time

    Job Summary:We are seeking a highly skilled Wealth Credit Portfolio Manager to join our team at Truist Financial. As a key member of our credit risk management team, you will be responsible for underwriting complex commercial credit exposures and managing assigned loan portfolios.Key Responsibilities:Manage end-to-end credit delivery process for complex...

  • Senior Financial Advisor

    1 week ago

    Tampa, Florida, United States Trajan Wealth LLC Full time

    At Trajan Wealth LLC, we're seeking a seasoned Financial Advisor to join our team and help us deliver exceptional financial and estate planning services to our clients.Our Approach:We take a holistic approach to financial planning, combining our financial advisory services with comprehensive estate planning under one roof through our in-house law firm,...

  • Wealth Planning Specialist

    4 weeks ago

    Tampa, Florida, United States Sequoia Financial Group Full time

    Job Title: Wealth AdvisorWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Sequoia Financial Group. As a key member of our team, you will be responsible for providing exceptional financial and investment planning services to our clients.Key Responsibilities:Manage and retain a book of high net worth client...

  • Relationship Manager

    1 week ago

    Tampa, Florida, United States Fidelity Investments Full time

    Job Description:We are seeking a skilled Relationship Manager to facilitate relationships with Fidelity's most valuable and lucrative clients. As a key member of our team, you will inspire client dedication and engagement, developing long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book...

  • Senior Wealth Advisor

    2 weeks ago

    Tampa, Florida, United States Westport One Full time

    Senior Wealth Advisor OpportunityWestport One is seeking a seasoned Senior Wealth Advisor to focus on business development in the Tampa market. This role requires a professional with an established network of contacts and a proven track record of cultivating relationships.Key Responsibilities:Identify and pursue new business opportunities with mass affluent,...

  • Financial Wealth Manager

    4 weeks ago

    Tampa, Florida, United States New York Life - Tampa Full time

    Job Title: Financial Wealth ManagerWe are seeking a highly skilled and experienced Financial Wealth Manager to join our team at New York Life - Tampa. As a Financial Wealth Manager, you will be responsible for analyzing clients' financial situations, creating tailored strategies, and developing personalized investment portfolios.Key Responsibilities:Analyze...

Private Wealth Relationship Manager

2 months ago

Tampa, Florida, United States Bank of America Full time

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Job Description:
The Private Wealth Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the teams client service model.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Skills:

Account Management Business Acumen Client Management Client Solutions Advisory Portfolio Management Referral Identification Referral Management Relationship Building Administrative Services Client Investments Management Customer Service Management Process Simplification Role Requirements: Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support Obtain and/or maintain at least one firm approved designation Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ( SEC ) Possess and demonstrate strong communication skills Ability to lead through collaboration and influence without direct authority Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once Thorough knowledge and understanding of the suite of Wealth Management products and services Proven ability to manage risk and support sound decisions Ability to research escalated client issues for response/resolution Shift:1st shift (United States of America)Hours Per Week: 40