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Elite Private Banker: Wealth & Investment Lead

Job in Davenport, Polk County, Florida, 33837, USA
Listing for: Partners Federal Credit Union
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Banking & Finance, Wealth Management
Salary/Wage Range or Industry Benchmark: 51200 - 76800 USD Yearly USD 51200.00 76800.00 YEAR
Job Description & How to Apply Below
A key financial institution in Florida is seeking a Private Banker to manage relationships with affluent members. The role involves providing tailored financial solutions, overseeing banking and investment services, and collaborating with Wealth Management Advisors. Candidates should have 3-5 years in retail banking and necessary FINRA licenses. This position offers a base salary ranging from $51,200 to $76,800 with potential bonuses and benefits.

This role supports a proactive, consultative approach in member engagement.
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