Personal Banker

About This Role

This high-impact role in a rapidly growing wealth management firm focuses on guiding clients, anticipating their needs, and delivering powerful outcomes within a thriving office. The Personal Banker will be a trusted point of contact for clients, building meaningful relationships without cold calling or prospecting.

Requirements

• Proven experience in banking, financial services, or client-facing financial roles
• A track record of driving results in a fast-moving environment
• Sharp attention to detail without sacrificing speed
• Strong verbal and written communication — clear, confident, and concise
• Self-motivated and able to work independently with minimal oversight
• Relentless follow-through and a commitment to finishing strong
• A service-first mindset: genuinely caring about the people you work with and for
• Licensing required: Insurance + Series 65 or Series 66
• Series 65 or 66 (Required)

Benefits

• No prospecting. No cold calls. Just opportunities to win.
• Full access to proven systems, marketing support, and growth tools
• A seat at the table in a top-tier, client-first financial office
• A culture built on real values — Peace of Mind, Servanthood, Innovation, Attentiveness, and Growth
• The opportunity to make an impact — and get recognized for it
• 401(k)
• Health insurance
• Paid time off
• Relocation assistance
• 401(k) 8% Match
• Bereavement leave
• Dental insurance
• Financial planning services
• Paid training
• Professional development assistance
• Vision insurance

Application Process

• Apply today and take control of your future.

About the Company

Our rapidly growing wealth management firm is based in Pensacola.