Digital-First Private Wealth Advisor

Aumni; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread is seeking a Financial Advisor to build personalized investment solutions for clients and foster a culture of diversity within the team. The role requires at least 2 years of experience in financial services, along with a valid Series 7 and Series 66 license.

Benefits include competitive salary, health care coverage, retirement plans, and more. The position emphasizes client education and support for achieving financial goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Valid and active Series 7 and Series 66 licenses required.
• Must obtain Life, Health, and Long Term Care Insurance license within 60 days.

Responsibilities

• Support teammates’ success and foster diversity.
• Build personalized investment solutions and manage client relationships.
• Educate clients on financial technology and channels.

Skills

Client acquisition

Relationship management

Financial market understanding

Digital confidence education

Education

Bachelor's degree

Certified Financial Planning (CFP)

Job description

TwinThread is seeking a Financial Advisor to build personalized investment solutions for clients and foster a culture of diversity within the team. The role requires at least 2 years of experience in financial services, along with a valid Series 7 and Series 66 license.

Benefits include competitive salary, health care coverage, retirement plans, and more. The position emphasizes client education and support for achieving financial goals.