Private Wealth Advisor: Build Lasting Client Relationships

Aumni; Las Vegas (NV); On-site; USD 70,000 - 90,000; Full time

Job summary

TwinThread is seeking a Private Client Advisor in Las Vegas, NV, to provide comprehensive financial planning and investment solutions to a diverse client base. Candidates must possess at least 2 years of relevant experience along with required licenses such as Series 7 and Series 66. Strong relationship management and bilingual skills in English and Mandarin are essential. The role emphasizes building a personal book of business while supporting broader bank goals, with a focus on client education and digital innovation.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (or 63/65) license is needed within 60 days.
• A valid and active Life, Health and Long Term Care Insurance license required within 60 days.

Responsibilities

• Support teammates’ success and bank goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.

Skills

Client acquisition

Financial advising

Client relationship management

Bilingual in English and Mandarin

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Financial planning software

Job description

TwinThread is seeking a Private Client Advisor in Las Vegas, NV, to provide comprehensive financial planning and investment solutions to a diverse client base. Candidates must possess at least 2 years of relevant experience along with required licenses such as Series 7 and Series 66. Strong relationship management and bilingual skills in English and Mandarin are essential. The role emphasizes building a personal book of business while supporting broader bank goals, with a focus on client education and digital innovation.