fintrustconnect

Private Client Relationship Manager -Naples, FL

fintrustconnect

1 day ago
Naples, Florida, United States
Onsite
Full Time
Senior
0 applicants
View Job Listing
fintrustconnect
Apply to 100+ jobs

About this role

A Senior Private Client Relationship Manager at a regional banking institution focuses on long-term wealth stewardship and provides full balance-sheet counsel to high-net-worth families. The role involves coordinating integrated banking, lending, and wealth solutions with internal specialists.

Skills

Qualifications

Bachelors degreeActive FINRA Series 7 and Series 65/66Life, Health & Variable licensesNMLS registrationCFP certification (preferred)
fintrustconnect

About fintrustconnect

fintrustconnect.com

Fintrust Connect is a talent acquisition partner that provides end-to-end recruitment and hiring solutions. They help organizations identify, attract, and place qualified candidates through tailored talent-acquisition services and strategic partnerships. Fintrust emphasizes a consultative, responsive approach—offering support channels like live chat—to streamline hiring and improve speed-to-hire. Their services are designed for companies seeking scalable, reliable recruitment support.

About fintrustconnect

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

Unlock Company Insights

View leadership team, funding history,
and employee contacts for fintrustconnect.

Reveal Company Insights

ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

© All Rights Reserved. ApplyBlast.com