Private Client Wealth Advisor

Aumni; Thornton (CO); On-site; USD 60,000 - 100,000; Full time

Job summary

TwinThread is seeking a Private Client Advisor to join their team in Thornton, Colorado. The successful candidate will use strong financial knowledge to build client relationships and deliver personalized investment solutions. This role requires integrity, a commitment to client education, and the ability to provide a comprehensive view of client needs.

Candidates must have at least 2 years of experience in a Financial Advisor role and possess the necessary licenses. This position emphasizes diversity and inclusion in the workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals‑based planning and advice.

Responsibilities

• Build a book of business by delivering personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Embrace digital innovations for client interaction.

Skills

Client acquisition

Relationship management

Financial market knowledge

Integrity

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Private Client Advisor to join their team in Thornton, Colorado. The successful candidate will use strong financial knowledge to build client relationships and deliver personalized investment solutions. This role requires integrity, a commitment to client education, and the ability to provide a comprehensive view of client needs.

Candidates must have at least 2 years of experience in a Financial Advisor role and possess the necessary licenses. This position emphasizes diversity and inclusion in the workplace.