Wealth Advisor & Private Banking Associate

Aumni; San Antonio (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

TwinThread is seeking a Private Banker in San Antonio, TX, to manage client relationships and provide tailored financial advice. The ideal candidate should have over three years of experience in Private Banking or Financial Services, along with a Bachelor's Degree and necessary licenses. This position requires strong sales acumen, expertise in investments and wealth planning, and a focus on delivering exceptional client experiences. The job offers a dynamic work environment with opportunities for professional growth.

Qualifications

• Three plus years of work experience in Private Banking or Financial Services.
• Series 7, 66, and Insurance licenses required for position.
• Proven sales success and strong business acumen.

Responsibilities

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

Skills

Private Banking

Financial Services

Sales Success

Client Focus

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

TwinThread is seeking a Private Banker in San Antonio, TX, to manage client relationships and provide tailored financial advice. The ideal candidate should have over three years of experience in Private Banking or Financial Services, along with a Bachelor's Degree and necessary licenses. This position requires strong sales acumen, expertise in investments and wealth planning, and a focus on delivering exceptional client experiences. The job offers a dynamic work environment with opportunities for professional growth.