Private Wealth Banker: Holistic Planning & Growth

Fairygodboss; Clayton (MO); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive total rewards package

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Fairygodboss is seeking a Private Banker in Clayton, Missouri to advise families on building and managing wealth. You will leverage your expertise in investments and financial planning to provide tailored solutions and client satisfaction.

The ideal candidate has over three years' experience in Private Banking, a Bachelor’s Degree, and relevant licenses. This role comes with a competitive rewards package, including health care coverage and retirement plans.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Series7, 66 and Insurance licenses required for position.
• Demonstrated understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

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

Skills

Private Banking

Financial Services

Client Experience

Sales Success

Investment Knowledge

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

Fairygodboss is seeking a Private Banker in Clayton, Missouri to advise families on building and managing wealth. You will leverage your expertise in investments and financial planning to provide tailored solutions and client satisfaction.

The ideal candidate has over three years' experience in Private Banking, a Bachelor’s Degree, and relevant licenses. This role comes with a competitive rewards package, including health care coverage and retirement plans.