Private Client Advisor: Wealth Planning & Digital Guidance

TwinThread; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread in New York, NY, is looking for a Private Client Advisor to offer financial planning and investment solutions to individuals and families. The role requires strong relationship management skills, with an emphasis on client acquisition and financial market understanding.

The ideal candidate will have at least 2 years of relevant experience and necessary financial certifications including Series 7 and Series 66 licenses. A competitive compensation package and benefits are offered.

Qualifications

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

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Build a book of business delivering personalized investment solutions.
• Support teammates’ success while fostering a culture of diversity.

Skills

Client acquisition

Financial market understanding

Relationship management

Bilingual Chinese Mandarin/Cantonese

Education

Bachelor's degree preferred

Certified Financial Planning (CFP) certification preferred

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

TwinThread in New York, NY, is looking for a Private Client Advisor to offer financial planning and investment solutions to individuals and families. The role requires strong relationship management skills, with an emphasis on client acquisition and financial market understanding.

The ideal candidate will have at least 2 years of relevant experience and necessary financial certifications including Series 7 and Series 66 licenses. A competitive compensation package and benefits are offered.