Private Wealth Advisor

Aumni; West Virginia; On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Financial coaching

Tuition reimbursement

Job summary

TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will be responsible for delivering personalized investment solutions and developing client relationships while maintaining a strong commitment to diversity and inclusion.

Qualified candidates must have at least 2 years of relevant experience and hold Series 7 and 66 licenses. The position offers a competitive benefits package including health care coverage and financial coaching.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound business judgment.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Investment solutions

Financial coaching

Relationship management

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP) certification

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will be responsible for delivering personalized investment solutions and developing client relationships while maintaining a strong commitment to diversity and inclusion.

Qualified candidates must have at least 2 years of relevant experience and hold Series 7 and 66 licenses. The position offers a competitive benefits package including health care coverage and financial coaching.