Private Client Wealth Associate – Growth & Investments

Aumni; San Antonio (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread in San Antonio, Texas, is seeking a candidate to support Advisors with operational requests, build client relationships, and manage account reviews. Applicants must hold a valid Series 7, and Series 66 must be obtained within 60 days. The role offers a competitive salary and a range of benefits including health care, wellness programs, and tuition reimbursement. TwinThread values diversity and is committed to equal opportunity in the workplace.

Qualifications

• Valid Series 7 license is required.
• Active Securities Industry Essentials (SIE) exam if registered after October 1, 2018.
• Valid Series 66 and Life and Health Insurance license must be obtained within 60 days.

Responsibilities

• Support Advisors' business operations and requests.
• Build and maintain client relationships for wealth planning.
• Manage account reviews and promote firm services.
• Engage in Risk Management practices.
• Support operational procedures and compliance.
• Prioritize and track daily work progress.
• Foster a positive team culture.

Skills

Series 7

Securities Industry Essentials (SIE)

Series 66 (63/65)

Life and Health Insurance license

Job description

TwinThread in San Antonio, Texas, is seeking a candidate to support Advisors with operational requests, build client relationships, and manage account reviews. Applicants must hold a valid Series 7, and Series 66 must be obtained within 60 days. The role offers a competitive salary and a range of benefits including health care, wellness programs, and tuition reimbursement. TwinThread values diversity and is committed to equal opportunity in the workplace.