Private Client Advisor: Wealth Planning & Digital Tools

Aumni; New York (NY); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Tuition reimbursement

Mental health support

Backup childcare

Job summary

TwinThread is seeking a Private Client Advisor in New York, NY, to provide comprehensive financial planning and personalized investment solutions. The role entails building meaningful client relationships and exhibiting a deep understanding of financial markets. Candidates should have at least two years of financial advisor experience and relevant licenses. The position promises a supportive work environment fostering diversity and inclusion, along with a competitive rewards package tailored to individual contributions.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Must obtain Series 66 and Life Insurance licenses within 60 days.

Responsibilities

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

Skills

Client acquisition

Maintaining client relationships

Certification in Financial Planning

Understanding of financial markets

Education

Bachelor’s degree

Tools

Series 7 License

Series 66 License

Job description

TwinThread is seeking a Private Client Advisor in New York, NY, to provide comprehensive financial planning and personalized investment solutions. The role entails building meaningful client relationships and exhibiting a deep understanding of financial markets. Candidates should have at least two years of financial advisor experience and relevant licenses. The position promises a supportive work environment fostering diversity and inclusion, along with a competitive rewards package tailored to individual contributions.