Private Client Advisor: Holistic Wealth Planning

Aumni; New York (NY); On-site; USD 80,000 - 120,000; 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 Private Client Advisor in New York, NY, responsible for offering comprehensive financial planning and advice to clients from various backgrounds. The role emphasizes relationship management and client acquisition, requiring at least 2 years of experience in a Financial Advisor capacity.

The ideal candidate will have licenses including Series 7 and 66 and demonstrate a commitment to delivering exceptional client services. Competitive compensation includes base salary and additional incentives.

Qualifications

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

Responsibilities

• Build a book of business delivering personalized investment solutions to clients.
• Educate clients on technology and channels for better investment management.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Knowledge of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Private Client Advisor in New York, NY, responsible for offering comprehensive financial planning and advice to clients from various backgrounds. The role emphasizes relationship management and client acquisition, requiring at least 2 years of experience in a Financial Advisor capacity.

The ideal candidate will have licenses including Series 7 and 66 and demonstrate a commitment to delivering exceptional client services. Competitive compensation includes base salary and additional incentives.