Senior Private Banker — Wealth Strategy & Growth Lead

Aumni; Dallas (TX); 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

Financial coaching

Job summary

TwinThread is seeking a Private Banker to manage client relationships and provide tailored financial advice in Dallas, Texas. Responsibilities include overseeing investments, credit, and banking needs, while also generating new business opportunities. A Bachelor’s degree and several financial licenses are required, alongside at least six years of experience in Private Banking or related fields. The role offers competitive compensation and benefits including comprehensive health coverage and retirement plans.

Qualifications

• Over 6 years of experience in Private Banking or Financial Services required.
• Bachelor's Degree required; Series 7, 66, and Insurance licenses required.
• Strong community presence and established network necessary.

Responsibilities

• Manage relationships and provide targeted advice to clients.
• Generate new business and acquire assets.
• Advise clients on their balance sheets and investment needs.

Skills

Private Banking experience

Financial Services knowledge

Sales success

Client focus

Established network

Education

Bachelor's Degree

Tools

Series 7 license

Series 66 license

Insurance license

Job description

TwinThread is seeking a Private Banker to manage client relationships and provide tailored financial advice in Dallas, Texas. Responsibilities include overseeing investments, credit, and banking needs, while also generating new business opportunities. A Bachelor’s degree and several financial licenses are required, alongside at least six years of experience in Private Banking or related fields. The role offers competitive compensation and benefits including comprehensive health coverage and retirement plans.