Private Client Advisor – Wealth Management

Aumni; Town of Monroe (NY); On-site; USD 57,942 - 70,818; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Private Client Advisor for their Monroe location. The role involves offering comprehensive financial planning and investment solutions tailored to clients' needs. Ideal candidates will have at least 2 years of experience in financial advisory, possess required licenses, and demonstrate strong relationship-management skills. This full-time position provides opportunities for personal and professional growth in a dynamic financial services environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship cultivation.
• Commitment to goals-based planning.
• Active Series 7 and Series 66 licenses.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.
• Provide a holistic view of clients’ needs and coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Private Client Advisor for their Monroe location. The role involves offering comprehensive financial planning and investment solutions tailored to clients' needs. Ideal candidates will have at least 2 years of experience in financial advisory, possess required licenses, and demonstrate strong relationship-management skills. This full-time position provides opportunities for personal and professional growth in a dynamic financial services environment.