Wealth Architect: Private Banker (VP/ED)

TwinThread; Fort Worth (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is looking for a Private Banker in Fort Worth, TX, who will be responsible for managing client relationships and providing exceptional advice on wealth management. The ideal candidate has over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and required licenses.

The role includes generating new business, advising clients on their financial needs, and collaborating with internal specialists to deliver comprehensive solutions. This position offers a competitive package with benefits and commission options.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required.
• Strong community presence with an established network.

Responsibilities

• Manage relationships with clients and provide exceptional client experience.
• Generate business results from new and existing clients.
• Advise clients on their overall balance sheet and financial needs.

Skills

Private Banking experience

Financial Services knowledge

Sales success

Client relationship management

Education

Bachelor’s Degree

Job description

TwinThread is looking for a Private Banker in Fort Worth, TX, who will be responsible for managing client relationships and providing exceptional advice on wealth management. The ideal candidate has over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and required licenses.

The role includes generating new business, advising clients on their financial needs, and collaborating with internal specialists to deliver comprehensive solutions. This position offers a competitive package with benefits and commission options.