Senior Private Banker / Wealth Manager (CFP) Domestic

Sr Private Banker / HNW Wealth Manager


Inquiries only from fully qualified, local candidates please. Confidentiality is respected - if you are currently employed, discretion is not an issue.

Seeking Sr. Private Banker with a well rounded background in Private Banking / Wealth Management and a proven track record of success in Private Banking (HNW / UHNW relationships). Candidates should have a strong active book of business, formal credit training, community involvement and defined centers of influence, and a succesful track record of deposit and loan / credit growth, as well as wealth product knowledge. Certified Financial Planner (CFP), securities / insurance licenses preferred.Only local Private Bankers with excellent references, great COI's, strong acumen, active books of business, consistent work tenure and a history of not 'jumping around' need apply - must have 8+ years minimum experience.Confidentiality is respected - if you are currently employed, discretion is not an issue.--------------------------------------------------------
Always Confidential / Always Discrete


'Investment Quality Recruitment'

Stephen James Associates (SJA) prides itself in discretely representing its candidates and clients and confidentiality is always respected. If you are currently employed and looking for a better 'plan A', please rest assured confidentiality is not an issue. With top access to the top talent and the best roles in market, SJA's niche is unrivaled.

SJA's banking practice focuses in the placement of Mid to Senior Level Bankers, specifically in the roles of Executive Leadership, Senior Producers and Analysts, and Operations - primarily in the areas of Commercial Banking, Private Wealth Mgmt, and Senior Management - within Banking.

Stephen James Associates is a part of the Allegis Group network, the largest recruitment company in the U.S.

Stephen James Associates - Banking and Financial Services Group specializes in Direct-sourcing and confidential placement of mid to senior executive level Management / Leadership in Corporate Banking, Commercial Lending, Private Banking, Business Banking, Credit Leadership and Analysis, Risk, Retail Banking Leadership, Bank Operations, Investment and Wealth Management professionals, International Banking, Insurance, Brokerage, Securities, Mortgage and related positions within the Banking and Financial Services Industry.

The Banking and Financial Services Group at SJA is a premier search consultancy serving the banking and financial communities. Unlike traditional search firms, SJA utilizes a highly interpersonal approach to finding candidates with the particular skills our clients require. We specialize in recruiting and placing professional, mid to executive-level positions, throughout the Banking and Financial Services Industry in Permanent, Contract / Interim, and Project / Consulting opportunities. SJA represents it's clients on retainer and a contingency basis.

For JOB SEEKERS at the professional, managerial and executive level, we offer the advantages of absolute confidentiality, deep experience in the fields we place, and insider access to high-level positions and top execs at leading companies.

For EMPLOYERS, we streamline the difficult task of finding excellent candidates for managerial and executive positions. Top performers are often employed, and the best candidate for your position may not even be looking for a new opportunity... but we'll open the door.

Recognizing the complexity and importance of finding candidates with specific skills and abilities, SJA employs a hands-on recruiting approach to guarantee that they deliver the best candidates available.

Confidentiality is respected - if you are currently employed, discretion is not an issue.

Thank you for your interest in career opportunities with the Banking and Financial Services Group at Stephen James Associates, an Allegis Group Company. Please only apply if you are fully qualified and meet all the requirements, experience, and qualifications of the position.Stephen James Associates, SJA is part of the Allegis Group, the largest recruitment company in the U.S -- Stephen James Associates provides professional and managerial placement executive search services.