U.S. Private Bank - Private Banker - Associate
On-site · Fort Worth, Texas, United States
Fort Worth, Texas, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide leverage to the Senior Banker on daily client priorities; support the Senior Banker during the sales process and ongoing client management; assist in asset allocation, investments, banking and trust services, and wealth planning opportunities; contribute to client acquisition and retention and delivery of wealth management solutions.
Required Qualifications
- Bachelor’s Degree
- Series 7 & 66 licenses required (unlicensed candidates considered, but must obtain within 90 days)
- Sales/origination experience
- Coachable professional with good business acumen
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