Senior Private Banker & Wealth Strategy Leader

Aumni; Milwaukee (WI); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread in Milwaukee, WI is seeking an experienced Private Banker, Vice President or Executive Director to manage client relationships and deliver exceptional financial services. This position requires a robust sales background and strong understanding of investments and wealth planning. Ideal candidates will possess over six years in financial services and hold necessary licenses. The role offers a competitive rewards package and is complemented by a strong emphasis on diversity and inclusion at the firm.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required within 90 days of start date.
• Proven sales success with a strong community presence.

Responsibilities

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

Skills

Private Banking

Sales Acumen

Client Relationship Management

Financial Planning

Investment Knowledge

Education

Bachelor’s Degree

Tools

Financial Analysis Software

Job description

TwinThread in Milwaukee, WI is seeking an experienced Private Banker, Vice President or Executive Director to manage client relationships and deliver exceptional financial services. This position requires a robust sales background and strong understanding of investments and wealth planning. Ideal candidates will possess over six years in financial services and hold necessary licenses. The role offers a competitive rewards package and is complemented by a strong emphasis on diversity and inclusion at the firm.