Senior Private Banker & Wealth Strategy Leader

A leading financial services firm in Dallas is seeking an experienced Private Banker. The candidate will manage client relationships, providing tailored advice and solutions while adhering to all regulatory guidelines. Applicants should have over six years in Private Banking or Financial Services, coupled with a Bachelor's Degree. Licenses (Series 7, 66) are necessary, with support for unlicensed candidates. This role demands a proactive, results-driven professional committed to enhancing client experiences and achieving business objectives.
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