VP, Investment Specialist – Private Banking

Aumni; Austin (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Vice President for the U.S. Private Bank as an Investment Specialist in Austin, TX. The ideal candidate will have over 7 years of experience in Private Banking or Financial Services and be responsible for advising clients on investment solutions.

The role requires a Bachelor's degree, with an MBA or CFA preferred, along with Series 7 and 66 licenses. We offer a competitive rewards package including a salary based on experience and a range of benefits to support employee needs.

Qualifications

• Seven plus years’ experience in Private Banking or Financial Services industry.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days.
• Demonstrated understanding of wealth management including credit, deposits, trust and financial planning.

Responsibilities

• Conduct investment reviews with clients to validate investment objectives.
• Develop investment policy statements and advise on asset allocation.
• Support coordination of sales efforts with Capital Advisors and Wealth Advisors.

Skills

Private Banking

Financial Services

Wealth Management

Sales and Negotiation

Education

Bachelor’s degree

MBA or CFA

Job description

TwinThread is seeking a Vice President for the U.S. Private Bank as an Investment Specialist in Austin, TX. The ideal candidate will have over 7 years of experience in Private Banking or Financial Services and be responsible for advising clients on investment solutions.

The role requires a Bachelor's degree, with an MBA or CFA preferred, along with Series 7 and 66 licenses. We offer a competitive rewards package including a salary based on experience and a range of benefits to support employee needs.