Private Wealth Advisor

Aumni; Fountain Hills (AZ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor based in Fountain Hills, Arizona. This role involves providing comprehensive financial planning and advice to clients of varying wealth. The ideal candidate will have at least 2 years of experience in a financial advisory position and possess necessary licenses such as Series 7 and Series 66.

The position includes building client relationships, advocating for client needs, and educating them on investment technologies. A competitive rewards package and commitment to diversity are also offered.

Qualifications

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

Responsibilities

• Champion and support teammates’ success.
• Build a book of business with personalized investment solutions.
• Educate clients on technology and investment monitoring.

Skills

Client acquisition

Relationship management

Leadership

Understanding of financial markets

Educating clients

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Private Client Advisor based in Fountain Hills, Arizona. This role involves providing comprehensive financial planning and advice to clients of varying wealth. The ideal candidate will have at least 2 years of experience in a financial advisory position and possess necessary licenses such as Series 7 and Series 66.

The position includes building client relationships, advocating for client needs, and educating them on investment technologies. A competitive rewards package and commitment to diversity are also offered.