Private Client Advisor - Wealth Solutions & Digital Insight

Aumni; Plymouth (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread in Plymouth, Michigan is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role involves building strong client relationships and delivering personalized investment solutions.

Ideal candidates will have at least 2 years of experience in a financial advisor role, a Series 7 license, and strong skills in client acquisition. The position offers a competitive rewards package, including health care coverage and a retirement savings plan.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Proven success in maintaining client relationships and integrating with partners.
• Ability and commitment to goals-based planning.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment channels.
• Demonstrate understanding of financial markets.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial coaching

Integrity

Digital confidence

Education

Certified Financial Planning (CFP) certification

Bachelor's degree

Tools

Series 7 license

Series 66 (63/65) license

Life, Health, and Long Term Care Insurance license

Job description

TwinThread in Plymouth, Michigan is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role involves building strong client relationships and delivering personalized investment solutions.

Ideal candidates will have at least 2 years of experience in a financial advisor role, a Series 7 license, and strong skills in client acquisition. The position offers a competitive rewards package, including health care coverage and a retirement savings plan.