Private Banking Advisor - Grow Wealth & Relationships

Aumni; Naples (FL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Banker in Naples, Florida, to provide exceptional financial advice and build client relationships. The ideal candidate will have over three years of experience in Private Banking, strong sales skills, and necessary licenses. Responsibilities include advising on investments and managing client wealth through a holistic approach. Competitive salary and benefits are offered, making this an excellent opportunity for those ready to advance their careers in finance.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required.
• Proven sales success and strong business acumen.

Responsibilities

• Manage and maintain relationships with clients.
• Generate business results and acquire new assets.
• Advise clients on their overall balance sheet.

Skills

Client relationship management

Financial planning

Investment knowledge

Education

Bachelor’s Degree

MBA, JD, CFA, or CFP (preferred)

Job description

TwinThread is seeking a Private Banker in Naples, Florida, to provide exceptional financial advice and build client relationships. The ideal candidate will have over three years of experience in Private Banking, strong sales skills, and necessary licenses. Responsibilities include advising on investments and managing client wealth through a holistic approach. Competitive salary and benefits are offered, making this an excellent opportunity for those ready to advance their careers in finance.