Private Client Advisor: Wealth Growth & Digital Solutions

Aumni; Scottsdale (AZ); On-site; USD 80,000 - 100,000; Full time

Job summary

TwinThread is seeking a Private Client Advisor in Scottsdale, AZ, to build relationships and provide personalized investment solutions. The ideal candidate will have a minimum of 2 years in a Financial Advisor role and hold necessary licenses such as Series 7 and Series 66.

Responsibilities include supporting team success, educating clients on digital technologies, and delivering comprehensive financial coaching. The role offers the opportunity to thrive in a diverse environment while making a meaningful impact on client financial success.

Qualifications

• Minimum 2 years experience in Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Support team success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to better monitor their investments.

Skills

Client acquisition and relationship management

Financial market understanding

Goals-based planning

Digital technology proficiency

Education

Bachelor's degree

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 Scottsdale, AZ, to build relationships and provide personalized investment solutions. The ideal candidate will have a minimum of 2 years in a Financial Advisor role and hold necessary licenses such as Series 7 and Series 66.

Responsibilities include supporting team success, educating clients on digital technologies, and delivering comprehensive financial coaching. The role offers the opportunity to thrive in a diverse environment while making a meaningful impact on client financial success.