Wealth Advisor, Private Banking — VP/ED

Aumni; New Orleans (LA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Mental health support

Tuition reimbursement

Job summary

TwinThread is seeking a Private Banker (VP or Executive Director) in New Orleans, LA. In this role, you will advise clients on wealth management and develop tailored financial solutions.

The ideal candidate will have over six years in Private Banking and strong sales skills. We offer a competitive salary and comprehensive benefits including health care coverage, retirement plans, and mental health support.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Experience with investments, wealth planning, credit, and banking concepts.

Responsibilities

• Manage client relationships and provide tailored advice.
• Generate business results and acquire new clients.
• Advise clients on their overall balance sheet.

Skills

Client relationship management

Sales acumen

Investment knowledge

Financial planning

Community presence

Education

Bachelor’s Degree

MBA, JD, CFA, or CFP (preferred)

Job description

TwinThread is seeking a Private Banker (VP or Executive Director) in New Orleans, LA. In this role, you will advise clients on wealth management and develop tailored financial solutions.

The ideal candidate will have over six years in Private Banking and strong sales skills. We offer a competitive salary and comprehensive benefits including health care coverage, retirement plans, and mental health support.