Private Client Advisor: Holistic Wealth Planning

Aumni; City of Syracuse (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Private Client Advisor to engage clients and offer personalized investment solutions. The ideal candidate has at least 2 years in a Financial Advisor role and a valid Series 7 license. Responsibilities include building client relationships and providing comprehensive financial planning.

The position requires excellent leadership and integrity, along with a passion for technology to enhance client interactions. Compensation includes a competitive salary and benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship maintenance.
• A valid and active Series 7 license.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident.

Job description

TwinThread is seeking a Private Client Advisor to engage clients and offer personalized investment solutions. The ideal candidate has at least 2 years in a Financial Advisor role and a valid Series 7 license. Responsibilities include building client relationships and providing comprehensive financial planning.

The position requires excellent leadership and integrity, along with a passion for technology to enhance client interactions. Compensation includes a competitive salary and benefits.