Private Client Advisor - Holistic Wealth & Digital Coaching

Aumni; Lake Zurich (IL); On-site; USD 60,000 - 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 is seeking a Financial Advisor located in Lake Zurich, IL. The ideal candidate will champion client success while navigating financial markets, delivering personalized investment solutions and providing comprehensive financial coaching.

We value integrity and commitment; applicants should hold valid Series 7 and Series 66 licenses and have a track record in client acquisition and relationship management. A competitive rewards package, including health care and wellness benefits, will be offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Valid and active Series 7 and Series 66 licenses required or must be obtained.
• Valid Life, Health and Long Term Care Insurance license required or must be obtained.

Responsibilities

• Support teammates and foster a diverse culture.
• Deliver personalized investment solutions and manage client relationships.
• Educate clients on technology for investment monitoring.
• Provide holistic view and financial coaching beyond investments.

Skills

Client relationship management

Financial market understanding

Sales and client acquisition

Digital literacy

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Job description

TwinThread is seeking a Financial Advisor located in Lake Zurich, IL. The ideal candidate will champion client success while navigating financial markets, delivering personalized investment solutions and providing comprehensive financial coaching.

We value integrity and commitment; applicants should hold valid Series 7 and Series 66 licenses and have a track record in client acquisition and relationship management. A competitive rewards package, including health care and wellness benefits, will be offered.