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Senior Private Banker & Wealth Strategy Leader

milwaukee, WI

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Job description

TwinThread in Milwaukee, WI is seeking an experienced Private Banker, Vice President or Executive Director to manage client relationships and deliver exceptional financial services. This position requires a robust sales background and strong understanding of investments and wealth planning. Ideal candidates will possess over six years in financial services and hold necessary licenses. The role offers a competitive rewards package and is complemented by a strong emphasis on diversity and inclusion at the firm.

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Worksite address

milwaukee, WI, 53244, US

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