Digital-First Private Wealth Advisor

TwinThread; United States; 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 deliver personalized investment solutions while fostering a culture of diversity. The successful candidate will champion client relationships, demonstrate a deep understanding of financial markets, and provide holistic financial coaching.

Must have a valid Series 7 and Series 66 licenses along with strong client acquisition skills. We offer a competitive package including comprehensive health care, retirement plans, and a focus on employee wellness.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial experience.
• Proven success in client relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates’ success and foster diversity.
• Deliver personalized investment solutions focused on client relationships.
• Educate clients on monitoring and handling investments.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Integrity

Client education on technology

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

TwinThread is seeking a Financial Advisor to deliver personalized investment solutions while fostering a culture of diversity. The successful candidate will champion client relationships, demonstrate a deep understanding of financial markets, and provide holistic financial coaching.

Must have a valid Series 7 and Series 66 licenses along with strong client acquisition skills. We offer a competitive package including comprehensive health care, retirement plans, and a focus on employee wellness.