Digital-First Private Wealth Advisor

TwinThread; Naples (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread in Naples, Florida is looking for a Financial Advisor to build a book of business and deliver personalized investment solutions. The role involves championing teammates, understanding financial markets, and educating clients about technology for investments.

Applicants should have at least 2 years of experience in financial services, a valid Series 7, and a Series 66 license. A Bachelor’s degree and CFP certification are preferred, along with a strong commitment to client success.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• A valid and active Series 7 and Series 66 license required.

Responsibilities

• Champion and support teammates' success and diversity.
• Build business and deliver personalized investment solutions.
• Educate clients on technology and channels for investments.

Skills

Client relationship management

Financial coaching

Sales and client acquisition

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Job description

TwinThread in Naples, Florida is looking for a Financial Advisor to build a book of business and deliver personalized investment solutions. The role involves championing teammates, understanding financial markets, and educating clients about technology for investments.

Applicants should have at least 2 years of experience in financial services, a valid Series 7, and a Series 66 license. A Bachelor’s degree and CFP certification are preferred, along with a strong commitment to client success.