York & Associates is working with a long-term community bank client in search of a Private Wealth Banker for Sarasota & Manatee Counties specifically. The bank offers services for all of investment management, estate planning, education planning, insurance services, retirement planning & tax services.
- Must be local to Sarasota/Manatee area and have established relationships in these markets
- Role will be mainly focused on new business development
- Position will report directly to the bank’s Director of Wealth Management
- CFP (Certified Financial Planner Certification) – must have or at least be in the process of obtaining soon
- Salary range is very wide and will vary depending on the candidate’s experience and established relationships/book of business. The incentive plan will also vary depending on the candidate and annual production goals
To apply for this job email your details to sy@yabanker.com