VP, Private Bank Investment Strategist
Aumni
TwinThread is seeking a talented Investment Specialist for their U.S. Private Bank team in San Diego, California. The role requires at least 7 years of experience in the financial services industry and a relevant bachelor's degree. Responsibilities include conducting investment reviews, developing policies, and enhancing client relationships. Ideal candidates will have the Series 7 and 66 licenses and strong knowledge of wealth management. We offer a competitive rewards package that includes comprehensive health coverage and retirement savings plans. #J-18808-Ljbffr Aumni
Vacancy posted 2 days ago
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