Wealth Management Private Banker
United Community · Huntsville, AL · 5 mo ago
On-siteSalesFull-time
Overview
Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations.
Requirements for Success
- 5+ years in private banking and/or wealth management.
- Strong understanding of wealth management and planning concepts.
- Expertise in consumer and commercial credit structuring and lending practices.
- Proven track record in business development and client acquisition.
- Bachelor's Degree.
- PREFERRED: Professional Designations (CFP, CFA, CPA, and/or JD).
- Life and Health Insurance.
Conditions of Employment
- Must be able to pass a criminal background & credit check.
- This is a full-time, non-remote position.
- FLSA Status Exempt.
Pay
Pay Range: USD $0.00 - USD $0.00 /Yr.