Synovus · 9 hours ago
Private Wealth Advisor III or IV
Destin, FL
Full-time
Onsite
Senior Level
5+ years expSynovus is a financial services company that provides a range of banking and wealth management solutions. The Private Wealth Advisor is responsible for managing a portfolio of high net-worth clients and developing new Private Wealth Management relationships while delivering a comprehensive client experience focused on their financial needs.
BankingFinanceFinancial Services
Responsibilities
Primarily responsible for the efficient management and development of a portfolio of high net-worth relationships. The minimum target client has income plus liquidity equal to or greater than $750k
Develops and manages complex, full service, integrated relationships for Private Wealth Management, including overseeing loan portfolios and financing initiatives
Develops sustainable, long-term solutions to fulfill the unique needs of existing and prospective clients; leverages financial planning services on behalf of client when appropriate; assists in providing advice and counsel, as relevant, in areas of banking and lending services, personal trust and estate services, investment management, insurance services, and retirement planning
Delivers a holistic Wealth Management experience by specifically identifying and addressing the client's priorities and appropriately engaging the subject matter experts in Synovus Private Wealth Management
Typically focuses majority of time on core banking and lending activities (administrative, regulatory, transactional) while delivering a client experience that demonstrates understanding of the client's needs and proactive thinking about wealth management issues, opportunities and solutions
Helps educate clients with the knowledge required to make sound decisions around their goals and objectives
Follows a structured process for delivering a distinguished client experience by conducting regular Relationship Assessment Reviews (current state of client's priorities, client loyalty, and proactive strategies and solutions development)
Actively and positively participates in Private Wealth Management team interactions, partnering with the team's subject matter experts on behalf of the client
Analyzes financial and credit needs of the customer and provides recommendations of appropriate company products/services
May approve loans and terms within authorized limits, conferring with management on larger or more complex loans; monitors existing loan portfolios to detect development of unfavorable trends and ensure conformity with terms
Stays actively involved in the community, networking to identify and capitalize on new business development opportunities
Aspires to highest regulatory ratings; meets all compliance requirements
May orient, train and review the work of less experienced relationship managers
Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion
Performs other related duties as required
Qualification
Required
Bachelor's Degree in Business Administration, Finance, Accounting, or related discipline or an equivalent combination of education and experience
5 -7 years job-specific banking experience
Series 7; Series 66 (or both Series 63 and 65) Licenses; Variable Annuity License; State Life, Accident and Sickness License (obtain within 12 months of assuming role)
This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check
Private Wealth Management experience
Demonstrated knowledge of investments and financial markets
Thorough understanding of key planning issues affecting affluent and high net worth individuals
Demonstrated competency and experience in developing and providing effective personal and business solutions in situations comprised of diverse scope and complexity
Strong lending and credit experience
Ability to communicate effectively and ask difficult personal questions
Broad and in-depth knowledge of retail banking operational policies, Federal, State and other banking regulations and compliance requirements
Broad and in-depth knowledge of banking products including lending, deposits and investment areas
Proficient in related banking software and Microsoft Office including Word, Excel, PowerPoint
Preferred
CFP or CHFC designation
Company
Synovus
Synovus is a financial services company that provides commercial banking, retail banking, investment, and mortgage services.
5001-10000 employees
H1B Sponsorship
Synovus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2023 (1)
2022 (2)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-12-09Post Ipo Debt· $500M
2025-07-24Acquired
2024-10-29Post Ipo Debt· $500M
Leadership Team
Anne Fortner
Head of Enterprise Credit Risk
Blake Thrasher
Market President
Recent News
Morningstar.com
2026-01-15
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-11
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-07
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