Private Wealth Advisor — VP/Executive Director

TwinThread; Oklahoma City (OK); On-site; USD 90,000 - 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 in Oklahoma City, OK, responsible for advising families on wealth management. The role demands strong sales skills, industry experience, and a focus on delivering exceptional client service.

Qualified candidates should possess a Bachelor’s Degree and relevant licenses. The job offers a competitive rewards package, which includes salary and benefits tailored to employee needs.

Qualifications

• 6+ years in Private Banking or Financial Services.
• Required Series 7, 66, and Insurance licenses.
• Demonstrated strong business acumen.

Responsibilities

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

Skills

Private Banking experience

Sales success

Client experience focus

Network establishment

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

TwinThread is seeking a Private Banker in Oklahoma City, OK, responsible for advising families on wealth management. The role demands strong sales skills, industry experience, and a focus on delivering exceptional client service.

Qualified candidates should possess a Bachelor’s Degree and relevant licenses. The job offers a competitive rewards package, which includes salary and benefits tailored to employee needs.