Private Client Advisor: Digital Wealth & Holistic Guidance

Aumni; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread in New York is looking for a Financial Advisor to champion client success while promoting a diverse culture. Your role will involve building business relations and delivering tailored investment solutions.

Applicants should have at least 2 years of relevant experience, hold necessary licenses, and be passionate about educating clients. The position offers a competitive compensation package, comprehensive healthcare, and additional benefits like tuition reimbursement.

Qualifications

• Minimum 2 years of experience in a Financial Advisor role or similar.
• Proven success in client acquisition and relationship cultivation.
• Ability to provide goals-based financial advice.

Responsibilities

• Support teammates and foster a diverse culture.
• Build a book of business with personalized investment solutions.
• Educate clients on available technology for investment management.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Technological education for clients

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Job description

TwinThread in New York is looking for a Financial Advisor to champion client success while promoting a diverse culture. Your role will involve building business relations and delivering tailored investment solutions.

Applicants should have at least 2 years of relevant experience, hold necessary licenses, and be passionate about educating clients. The position offers a competitive compensation package, comprehensive healthcare, and additional benefits like tuition reimbursement.