Private Banking Wealth Advisor

TwinThread; Greenwich (CT); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Private Banker to join our U.S. Private Bank team in Greenwich, Connecticut. You will be responsible for providing comprehensive advice to families on wealth management, focusing on investments, financial planning, and banking needs. The role requires a strong network, proven sales success, and at least three years of relevant experience.

Candidates should have a Bachelor’s degree and necessary financial licenses. We offer a competitive salary, commission-based pay, and a range of employee benefits to support your needs.

Qualifications

• 3+ years of experience in Private Banking or Financial Services.
• Series 7, 66, and Insurance licenses required.
• Strong community presence with an established network.

Responsibilities

• Manage client relationships and provide tailored advice.
• Generate new business and assets through existing client base.
• Advise on overall balance sheets including investment management.

Skills

Sales acumen

Client relationship management

Financial planning

Education

Bachelor's Degree

Job description

TwinThread is seeking a Private Banker to join our U.S. Private Bank team in Greenwich, Connecticut. You will be responsible for providing comprehensive advice to families on wealth management, focusing on investments, financial planning, and banking needs. The role requires a strong network, proven sales success, and at least three years of relevant experience.

Candidates should have a Bachelor’s degree and necessary financial licenses. We offer a competitive salary, commission-based pay, and a range of employee benefits to support your needs.