Private Client Advisor, Wealth & Digital Advisory

TwinThread

United States

On-site

USD 70,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions in the United States. The ideal candidate will have at least 2 years of experience in a Financial Advisor role, focusing on relationship management rather than portfolio management.

The role demands expertise in financial markets, strong client engagement skills, and the ability to educate clients on digital solutions while deepening their investment relationships.

Competitive compensation and benefits are offered, supporting diverse employee needs.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated ability and commitment to goals-based planning.
Valid and active financial licenses required.

Responsibilities

Build a book of business and deliver personalized investment solutions.
Champion teammates’ success while fostering diversity.
Educate clients about technology and investment monitoring.

Skills

Client acquisition

Financial planning

Relationship management

Investment knowledge

Financial coaching

Education

Bachelor’s degree

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

The role demands expertise in financial markets, strong client engagement skills, and the ability to educate clients on digital solutions while deepening their investment relationships.

Competitive compensation and benefits are offered, supporting diverse employee needs.

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