Asset Management: Internal Client Advisor Associate

TwinThread; New York (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread is seeking an Internal Client Advisor Associate in New York, NY. In this role, you will help financial advisors navigate capital markets, market mutual funds, and partner with External Client Advisors. A competitive rewards package including salary and commission-based pay is on offer, along with comprehensive benefits.

The ideal candidate will possess a Bachelor’s degree, a passion for sales, and relevant certifications. Join us in delivering exceptional financial solutions to clients.

Qualifications

• Bachelor's degree.
• Self-starter with passion for sales and the financial markets.
• Proven results shown through sustainable achievement in a competitive environment.
• Ability to learn and demonstrate industry and product knowledge.
• Capacity to build relationships across entire organization and with partner firms.
• Series 7 and Series 63.

Responsibilities

• Develop strong relationships with clients through proactive phone conversations.
• Provide superior client service focused on clients’ needs.
• Leverage technological tools to showcase resources.
• Partner with external wholesaler to align on sales goals.
• Demonstrate effective territory management skills.
• Convey market insights to aid clients’ understanding.
• Assist in constructing risk-adjusted portfolios.

Job description

TwinThread is seeking an Internal Client Advisor Associate in New York, NY. In this role, you will help financial advisors navigate capital markets, market mutual funds, and partner with External Client Advisors. A competitive rewards package including salary and commission-based pay is on offer, along with comprehensive benefits.

The ideal candidate will possess a Bachelor’s degree, a passion for sales, and relevant certifications. Join us in delivering exceptional financial solutions to clients.