Wealth Management Banker

What you’d do

Manage and retain affluent client relationships by providing wealth management advice and coordinating with specialists like mortgage and trust services. This full-time role involves proactive client contact and recommending financial products. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent experience
• 5+ years in wealth management or senior financial services
• Series 6-63 or Series 7-63 licenses
• Strong relationship management and sales skills
• Moderate understanding of wealth products