Senior Private Banker: Holistic Wealth Growth

Fairygodboss; Houston (TX); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking a Private Banker in Houston, Texas to advise families on wealth management. You will leverage your financial planning expertise while working with a talented local team and institutional support.

The ideal candidate has 6+ years in Private Banking, a Bachelor's Degree, and is licensed. A focus on client experience is paramount, ensuring dedicated service to clients' needs.

We offer a competitive rewards package including health care, retirement savings, and tuition reimbursement.

Qualifications

• 6+ years in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required.

Responsibilities

• Manage client relationships and provide targeted advice.
• Generate new business and acquire assets.
• Advise clients on asset allocation and investment management.
• Partner with specialists for comprehensive client solutions.
• Adhere to risk and regulatory policies.

Skills

Work experience in Private Banking

Sales success

Client experience focus

Strong business acumen

Community presence and networking

Education

Bachelor's Degree

Job description

Fairygodboss is seeking a Private Banker in Houston, Texas to advise families on wealth management. You will leverage your financial planning expertise while working with a talented local team and institutional support.

The ideal candidate has 6+ years in Private Banking, a Bachelor's Degree, and is licensed. A focus on client experience is paramount, ensuring dedicated service to clients' needs.

We offer a competitive rewards package including health care, retirement savings, and tuition reimbursement.