Private Banker VP: Wealth Strategy & Growth Job at Jobleads-US, Palo Alto, CA

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  • Jobleads-US
  • Palo Alto, CA

Job Description

A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor’s Degree. Key responsibilities include advising clients on their financial needs and generating new business. Applicants also need Series 7, 66, and Insurance licenses. This position offers a collaborative environment with ample opportunities for career growth. #J-18808-Ljbffr Jobleads-US

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