Private client relationship manager -tampa, fl
TampaFinTrust Connect
...or trust and estate planning Bachelor's degree required FINRA Series 7, and Series 65 or 66; Life, Health, and Variable insurance licenses; NMLS registration Strong preference for CFP credential Proven experience with HNW/UHNW households ($5MM–$50MM+ net worth) Expertise in financial planning, credit [...]
Category Management & Consulting