Digital-First Private Wealth Advisor

Aumni; Pennsylvania; 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 in Pennsylvania to champion client success and provide personalized investment solutions. Candidates should have at least 2 years of experience in a financial advisory role. This position requires a Series 7 and Series 66 (or the ability to obtain them within 60 days). A CFP certification and bachelor's degree are preferred. The role offers a competitive rewards package, including salary, commissions, and comprehensive health benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to obtain necessary licenses within 60 days of employment.

Responsibilities

• Support teammates and foster diversity culture.
• Build business and provide personalized investment solutions.
• Educate clients on technology and investment management.

Skills

Client acquisition

Relationship management

Understanding of financial markets

Financial coaching

Digital innovation

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Financial Advisor in Pennsylvania to champion client success and provide personalized investment solutions. Candidates should have at least 2 years of experience in a financial advisory role. This position requires a Series 7 and Series 66 (or the ability to obtain them within 60 days). A CFP certification and bachelor's degree are preferred. The role offers a competitive rewards package, including salary, commissions, and comprehensive health benefits.