Senior Private Banker — Wealth Advisory Leader

Aumni; Minneapolis (MN); On-site; USD 170,000 - 225,000; Full time

Job summary

TwinThread is seeking a Private Banker (Vice President or Executive Director) in Minneapolis, MN, to provide exceptional financial advisory services to clients. The role involves managing client relationships, generating business, and advising on wealth management strategies. Candidates should have 6+ years of relevant experience, a Bachelor's degree, and necessary licenses. An entrepreneurial mindset and proven sales success are essential. Competitive salary ranging from $170,000 to $225,000 per year and opportunities for professional growth are offered.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Strong community presence with an established network.
• Focuses on the client experience and works tirelessly on the client’s behalf.

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 Experience

Financial Services Knowledge

Sales Skills

Client Relationship Management

Education

Bachelor's Degree

Tools

Series 7 License

Series 66 License

Insurance License

Job description

TwinThread is seeking a Private Banker (Vice President or Executive Director) in Minneapolis, MN, to provide exceptional financial advisory services to clients. The role involves managing client relationships, generating business, and advising on wealth management strategies. Candidates should have 6+ years of relevant experience, a Bachelor's degree, and necessary licenses. An entrepreneurial mindset and proven sales success are essential. Competitive salary ranging from $170,000 to $225,000 per year and opportunities for professional growth are offered.