Private Wealth Advisor

Aumni; Austin (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients in Austin, Texas. You will cultivate client relationships, deliver personalized investment solutions, and support clients with their financial needs.

This role requires at least 2 years of experience in a financial advisory capacity and a valid Series 7 license. Candidates with a CFP certification or Bachelor's degree will be preferred.

You will benefit from a competitive rewards package and various employee benefits based on your eligibility.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client relationships.
• Commitment to goals-based planning.

Responsibilities

• Build and manage a book of business.
• Deliver personalized investment solutions.
• Educate clients on technology and investment options.

Skills

Client acquisition

Relationship management

Financial planning and advice

Understanding of financial markets

Integrity

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Job description

TwinThread is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients in Austin, Texas. You will cultivate client relationships, deliver personalized investment solutions, and support clients with their financial needs.

This role requires at least 2 years of experience in a financial advisory capacity and a valid Series 7 license. Candidates with a CFP certification or Bachelor's degree will be preferred.

You will benefit from a competitive rewards package and various employee benefits based on your eligibility.