Senior Private Client Advisor — Integrated Wealth & Lending

A leading financial institution in Orlando, FL is seeking an experienced Senior Private Client Relationship Manager. This role focuses on providing integrated wealth solutions to high-net-worth families, serving as their primary advisor. Candidates should have over 8 years of experience in private banking and hold necessary FINRA licenses. The ideal candidate will successfully coordinate internal resources while maintaining strong client relationships and advising on estate planning and investment strategies.

This position promises a challenging and rewarding environment.
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