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Private Banker VP: Wealth Strategy & Growth
Private Banker VP: Wealth Strategy & Growth
Jobleads-US
FULL_TIME
Remote · US
Palo Alto, CA, United States, CA, US
Posted: 2026-05-11
Until: 2026-07-11
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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.