Private Client Advisor – Wealth & Digital Planning

TwinThread; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor to offer comprehensive financial planning and advice. In this role, you will focus on building client relationships and delivering custom investment solutions while ensuring compliance with federal regulations.

The ideal candidate will have at least 2 years of experience in a financial advisor role and hold necessary licenses, including Series 7 and Series 66. The position comes with a competitive rewards package and comprehensive benefits to support employee needs.

Qualifications

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

Responsibilities

• Deliver personalized investment solutions to clients.
• Provide holistic financial coaching beyond investments.
• Educate clients on technology and channels for investment management.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Digital confidence

Education

Bachelor's degree

Tools

Series 7 License

Life, Health, and Long Term Care Insurance License

Series 66 License

CFP Certification (preferred)

Job description

TwinThread is seeking a Private Client Advisor to offer comprehensive financial planning and advice. In this role, you will focus on building client relationships and delivering custom investment solutions while ensuring compliance with federal regulations.

The ideal candidate will have at least 2 years of experience in a financial advisor role and hold necessary licenses, including Series 7 and Series 66. The position comes with a competitive rewards package and comprehensive benefits to support employee needs.