Private Client Advisor – Wealth & Digital Planning

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

Benefits offered by this job

Competitive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is looking for a Private Client Advisor in the United States. The role involves delivering comprehensive financial advice and personalized investment solutions to clients.

The ideal candidate should have at least 2 years of experience in a financial advising role and demonstrate strong client relationship skills. A Series 7 and Series 66 licenses are required, along with a commitment to achieving client goals.

This position includes a competitive compensation package and various benefits tailored to employee needs.

Qualifications

• Minimum 2 years of experience in Financial Advisory or equivalent.
• Proven success in client acquisition and relationship management.
• Strong commitment to goals-based planning.

Responsibilities

• Provide personalized investment solutions and manage client relationships.
• Educate clients on technology for investment management.
• Foster a diverse culture and support teammates' success.

Skills

Financial Advisory

Client Relationship Management

Goal-based Planning

Investment Knowledge

Education

Bachelor's degree

Tools

Series 7 License

Series 66 License

Life, Health, and Long Term Care Insurance License

Job description

TwinThread is looking for a Private Client Advisor in the United States. The role involves delivering comprehensive financial advice and personalized investment solutions to clients.

The ideal candidate should have at least 2 years of experience in a financial advising role and demonstrate strong client relationship skills. A Series 7 and Series 66 licenses are required, along with a commitment to achieving client goals.

This position includes a competitive compensation package and various benefits tailored to employee needs.