Private Client Wealth Advisor — Relationship-Driven Growth

Aumni; United States; 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 is seeking a Private Client Advisor in the United States to offer comprehensive financial planning and personalized investment solutions. This role emphasizes building strong client relationships and providing holistic financial advice.

The ideal candidate has at least 2 years of experience in a financial advisory role and possesses relevant licenses such as Series 7 and Series 66. We value diversity and include extensive benefits in our compensation package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship-building.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Champion teammates’ success and foster a culture of diversity.
• Deliver personalized investment solutions to clients.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Education

Bachelor’s degree (preferred)

Certified Financial Planning (CFP) certification (preferred)

Job description

TwinThread is seeking a Private Client Advisor in the United States to offer comprehensive financial planning and personalized investment solutions. This role emphasizes building strong client relationships and providing holistic financial advice.

The ideal candidate has at least 2 years of experience in a financial advisory role and possesses relevant licenses such as Series 7 and Series 66. We value diversity and include extensive benefits in our compensation package.