Executive Director, Private Banking & Wealth Advisory

Aumni; Jacksonville (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

TwinThread is seeking a Private Banker – Executive Director in Jacksonville, FL. The role involves advising families on wealth management, maintaining client relationships, and generating new business.

Ideal candidates will have over six years of experience in Private Banking, a Bachelor’s degree, and required financial licenses. Skills in investment management and strong business acumen are essential. Join a team dedicated to providing first-class client experiences.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Proven sales success and strong business acumen.

Responsibilities

• Manage and maintain relationships with clients by providing targeted advice.
• Generate business results and acquire new assets.
• Advise clients on investment management and wealth planning.

Skills

Work experience in Private Banking or Financial Services

Sales success

Client experience focus

Community presence and networking

Education

Bachelor’s Degree

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

TwinThread is seeking a Private Banker – Executive Director in Jacksonville, FL. The role involves advising families on wealth management, maintaining client relationships, and generating new business.

Ideal candidates will have over six years of experience in Private Banking, a Bachelor’s degree, and required financial licenses. Skills in investment management and strong business acumen are essential. Join a team dedicated to providing first-class client experiences.