Private Client Advisor, Mandarin-English, Wealth Management

Aumni; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

TwinThread is seeking a Private Client Advisor in Phoenix, Arizona. This role involves delivering personalized investment solutions and financial planning to individuals and families. Candidates should have at least 2 years of experience in a Financial Advisor role and must be bilingual in English and Mandarin. A valid Series 7 and Life Insurance license required. The position emphasizes relationship management and providing clients with a comprehensive view of their financial needs, alongside embracing digital innovations.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Bilingual in English and Mandarin is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Embrace digital innovations to enhance client engagement.

Skills

Client acquisition

Bilingual in English and Mandarin

Financial markets understanding

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Job description

TwinThread is seeking a Private Client Advisor in Phoenix, Arizona. This role involves delivering personalized investment solutions and financial planning to individuals and families. Candidates should have at least 2 years of experience in a Financial Advisor role and must be bilingual in English and Mandarin. A valid Series 7 and Life Insurance license required. The position emphasizes relationship management and providing clients with a comprehensive view of their financial needs, alongside embracing digital innovations.