Wealth Advisor Associate, Private Banking

Aumni; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Financial coaching

Job summary

TwinThread is seeking a Private Banker in Dallas, Texas, to provide clients with expert advice on managing their wealth. The role involves maintaining client relationships, acquiring new clients, and advising on investments and financial planning. Candidates should possess a Bachelor's Degree, at least three years of experience in banking, and be ready to obtain necessary licenses within 90 days. The position offers a competitive compensation package and a range of benefits designed to support employees’ needs.

Qualifications

• Minimum three years of experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Required Series 7, 66 and Insurance licenses (unlicensed candidates may apply).

Responsibilities

• Manage and maintain relationships with clients.
• Generate new business and acquire assets.
• Advise clients on asset allocation and wealth planning.

Skills

Sales success

Financial services experience

Client experience focus

Networking skills

Education

Bachelor’s Degree

MBA, JD, CFA, or CFP preferred

Job description

TwinThread is seeking a Private Banker in Dallas, Texas, to provide clients with expert advice on managing their wealth. The role involves maintaining client relationships, acquiring new clients, and advising on investments and financial planning. Candidates should possess a Bachelor's Degree, at least three years of experience in banking, and be ready to obtain necessary licenses within 90 days. The position offers a competitive compensation package and a range of benefits designed to support employees’ needs.