We have other current jobs related to this field that you can find below
-
Senior Private Banker
2 months ago
Orlando, United States Avior Executive Search, Inc Full timeSenior Private BankerOur client is a growing, regional, full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets such as Long Island, New Jersey and Orlando, our client has engaged us to identify candidates in these specific markets. The Senior Private advisor...
-
Senior Private Banker
2 months ago
Orlando, United States Avior Executive Search Full timeJob DescriptionJob DescriptionOur client is a growing, regional, full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets such as Long Island, New Jersey and Orlando, our client has engaged us to identify candidates in these specific markets. The Senior Private advisor...
-
Senior Universal Banker
3 weeks ago
Orlando, United States First Horizon Full timeLocation: 60 N Court Ave, Orlando, FL 32801 A successful Universal Banker is versatile, flexible, and talented.You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, services, and benefits. This position is...
-
Senior Universal Banker
4 weeks ago
Orlando, United States First Horizon National Corporation Full timeLocation: 60 N Court Ave, Orlando, FL 32801A successful Universal Banker is versatile, flexible, and talented.You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, services, and benefits. This position is...
-
Private Banking Officer III
3 months ago
Orlando, United States USAmeriBancorp Full timeJob Overview The Private Banker will be responsible for developing, managing, and retaining full-service relationships with high income/high net worth private banking clients. Develop new clients by cultivating your personal and professional networks and leveraging relationships with centers of influence. Deliver top service to bank's clients. Work in a...
-
Senior Banking Accountant
6 days ago
Orlando, Florida, United States The Symicor Group Full timeAbout UsThe Symicor Group is a specialized talent acquisition firm located in Lincolnshire, IL & Rockport, TX. Our unique value proposition focuses on delivering top-tier banking and accounting professionals. Most of our recruiters have backgrounds as bankers or accountants, which enables us to effectively assess the best talent available in the...
-
Wealth Management Portfolio Strategist
1 day ago
Orlando, Florida, United States United Community Bank Full timeJob Overview:United Community Bank is seeking a highly skilled Portfolio Manager to construct and manage investment portfolios for high-net-worth individuals and institutions. As a Portfolio Manager, you will be responsible for developing investment strategies for clients and supporting Private Bankers and Trust Officers in client meetings.Key...
-
Senior Private Banking Consultant
10 hours ago
Orlando, Florida, United States USAmeriBancorp Full timePosition Overview The Wealth Management Officer will play a pivotal role in cultivating, overseeing, and sustaining comprehensive relationships with affluent private banking clientele. This position entails the acquisition of new clients through the enhancement of personal and professional networks, as well as the utilization of connections with influential...
-
Relationship Banker I
2 months ago
Orlando, Florida, United States Regions Bank Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...
-
Corporate Banking Credit Associate
2 months ago
Orlando, United States Raymond James Full timeJob Description - Corporate Banking Credit Associate - RJ Bank (2401802) Job Description Description Job Summary: Under general supervision with a high level of autonomy, uses knowledge and skills obtained through education, training and experience to assist a business unit or department in making credit decisions and monitoring a portfolio of corporate...
-
Senior Financial Auditor
6 days ago
Orlando, Florida, United States Creative Financial Staffing Full timeSenior Auditor - Benefits & OpportunitiesAbout Creative Financial Staffing and the Senior Auditor Position:Public accounting firm dedicated to serving a diverse range of sectors including agriculture, governmental agencies, healthcare, and manufacturing.Specializes in working with privately held entities.Established for over three decades, demonstrating...
-
Senior Director of Corporate Engagement
2 weeks ago
Orlando, United States Orlando Economic Partnership, Inc. Full timeJob DescriptionJob DescriptionSenior Director of Corporate Engagement Job Description OVERVIEW The Orlando Economic Partnership (the Partnership) is a public/ private, not-for-profit economic and community development organization that supports the Orlando region. The Partnership works to strengthen the region's economy, amplify Orlando’s story,...
-
Senior Manager of Financial Strategy
6 days ago
Orlando, Florida, United States Creative Financial Staffing Full timeSenior Manager of Financial Strategy$140,000About the Senior Manager of Financial Strategy opportunity and organizationCreative Financial Staffing is a prominent player in the SaaS industry, looking for a Senior Manager of Financial Strategy who will play a pivotal role in shaping the financial health, expansion, and strategic initiatives while reporting...
-
Senior Director of Corporate Engagement
1 week ago
Orlando, United States Orlando Economic Partnership, Inc. Full timeJob DescriptionJob DescriptionSenior Director of Corporate Engagement Job Description OVERVIEW The Orlando Economic Partnership (the Partnership) is a public/ private, not-for-profit economic and community development organization that supports the Orlando region. The Partnership works to strengthen the region's economy, amplify Orlando’s story,...
-
Investment Strategy Manager
6 days ago
Orlando, Florida, United States United Community Bank Full timePosition Overview:We are seeking an experienced Investment Strategy Manager to become a vital part of our organization. In this role, you will be tasked with the development and oversight of tailored investment strategies for affluent clients and institutional partners. Your key responsibilities will include collaborating with Private Bankers and Trust...
-
Orlando, United States Carnahan Proctor and Cross, Inc. Full timeJob DescriptionJob DescriptionCPC is seeking a Senior Project Manager/ Senior Project Engineer experienced in Land Development and Municipal engineering projects. The successful candidate will provide technical and design services supporting Land Development and Municipal projects and must have experience leading a design team. Specifically experienced in...
-
Senior Estimator
3 weeks ago
Orlando, United States APD Construction LLC Full timeJob DescriptionJob DescriptionBenefits:Bonus based on performanceCompetitive salaryOpportunity for advancementPaid time offPosition Summary:APD Construction, LLC, a leading General Contractor, is seeking an experienced and detail-oriented Senior Estimator to join our team. The Senior Estimator will play a vital role in overseeing the entire preconstruction...
-
Senior Financial Accountant
5 days ago
Orlando, Florida, United States Insight Global Full timePosition OverviewThe Senior Financial Accountant will oversee critical accounting functions, including:General Ledger Management: Ensuring accurate recording and reconciliation of financial transactions.Process Optimization: Identifying and implementing improvements in accounting processes.Cost Accounting: Analyzing costs to enhance financial...
-
Lead Senior Estimator
4 hours ago
Orlando, Florida, United States APD Construction LLC Full timeJob OverviewPosition Summary: APD Construction, LLC, a prominent General Contractor, is in search of a seasoned and meticulous Senior Estimator. This pivotal role involves managing the complete preconstruction and estimating processes for both new builds and renovation projects across commercial, private, and governmental sectors. The Senior Estimator is...
-
CEI Senior Inspector
3 months ago
Orlando, United States Carnahan Proctor and Cross, Inc. Full timeJob DescriptionJob DescriptionCPC is actively seeking highly talented CEI Senior Inspectors and Inspectors for immediate employment in the Greater Orlando Area. The appropriately qualified applicants will be able to demonstrate an established career in performing Construction Engineering and Inspection duties on highway and bridge construction projects...
Senior Private Banker
2 months ago
Job Description
Job Description
Our client is a growing, regional, full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets such as Long Island, New Jersey and Orlando, our client has engaged us to identify candidates in these specific markets. The Senior Private advisor will:
Manage, develop and retain full-service relationships with both UHNW & HNW clients.
Must have strong COI’s and or an established book of clients within the Orlando/Central Florida market.
Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities.
Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
Work collaboratively and proactively with branches and regional teams to identify and generate referrals.
Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
Actively participate in community and business functions/groups.
Possess a self-motivated, highly driven, and entrepreneurial personality.
Required Experience:
Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD.
Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products
#J-18808-Ljbffr