Senior Private Banker & Wealth Advisor (VP/ED)

Aumni; Baton Rouge (LA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is looking for a Vice President or Executive Director for their U.S. Private Bank in Baton Rouge, LA. The ideal candidate should have over six years of Private Banking experience, a Bachelor's degree, and be licensed in Series 7 and 66. Responsibilities include managing client relationships, advising on wealth management, and business development. A competitive rewards package and various employee benefits are offered. This is a unique opportunity to grow your career within a collaborative and dynamic financial environment.

Qualifications

• Six plus years of experience in Private Banking or Financial Services.
• Series 7, 66, and Insurance licenses are required.
• Strong understanding of investment and wealth planning concepts.

Responsibilities

• Manage and maintain relationships by providing targeted advice and solutions.
• Generate business results through client acquisition.
• Advise clients on their overall balance sheet.

Skills

Experience in Private Banking

Strong business acumen

Client-centric approach

Communication skills

Sales success

Established network

Education

Bachelor’s Degree

MBA, JD, CFA, or CFP (preferred)

Job description

TwinThread is looking for a Vice President or Executive Director for their U.S. Private Bank in Baton Rouge, LA. The ideal candidate should have over six years of Private Banking experience, a Bachelor's degree, and be licensed in Series 7 and 66. Responsibilities include managing client relationships, advising on wealth management, and business development. A competitive rewards package and various employee benefits are offered. This is a unique opportunity to grow your career within a collaborative and dynamic financial environment.