Private Client Advisor: Digital Wealth & Holistic Guidance

Aumni; Madison (WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Financial Advisor in Madison, Wisconsin, responsible for building client relationships and providing personalized investment solutions. Candidates must demonstrate credibility through licensing and at least two years in financial services. The position emphasizes digital innovation and comprehensive care for client needs.

We offer a competitive total rewards package, including health care, mental health support, and a retirement savings plan.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

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 in Madison, Wisconsin, responsible for building client relationships and providing personalized investment solutions. Candidates must demonstrate credibility through licensing and at least two years in financial services. The position emphasizes digital innovation and comprehensive care for client needs.

We offer a competitive total rewards package, including health care, mental health support, and a retirement savings plan.