Private Client Advisor — Wealth Planning & Digital Solutions

Aumni; Oak Brook (IL); On-site; USD 42,768 - 52,272; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is looking for a Private Client Advisor to join their Oak Brook team. You will deliver personalized investment solutions, cultivate relationships with clients, and provide comprehensive financial planning. A minimum of 2 years as a Financial Advisor is required, along with necessary licenses such as Series 7 and Series 66. The role emphasizes client acquisition, relationship management, and integrating with partners to meet client needs, all while fostering diversity within the team.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Ability to integrate with key partners and provide goals-based planning.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion a culture of diversity within the team.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Technology proficiency

Integrity

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is looking for a Private Client Advisor to join their Oak Brook team. You will deliver personalized investment solutions, cultivate relationships with clients, and provide comprehensive financial planning. A minimum of 2 years as a Financial Advisor is required, along with necessary licenses such as Series 7 and Series 66. The role emphasizes client acquisition, relationship management, and integrating with partners to meet client needs, all while fostering diversity within the team.