Private Wealth Advisor & Client Partner

Aumni; Woodridge (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

TwinThread is hiring for the position of Private Client Advisor in Woodridge, IL. The ideal candidate will have at least 2 years of experience in financial advising, showcasing skills in client acquisition and relationship management. The role involves delivering personalized investment solutions, supporting clients in their financial journey, and requires valid Series 7 and 66 licenses. A Bachelor's degree and CFP certification are preferred. This position offers competitive salary and benefits in a supportive environment focused on diversity and inclusion.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate integrity and provide a holistic view of clients' financial needs.
• Educate clients on digital tools for better investment monitoring.

Skills

Client acquisition

Relationship management

Financial planning

Strategic advice

Education

Bachelor's degree

Certified Financial Planner (CFP®)

Tools

Series 7 License

Series 66 License (63/65)

Life, Health and Long Term Care Insurance license

Job description

TwinThread is hiring for the position of Private Client Advisor in Woodridge, IL. The ideal candidate will have at least 2 years of experience in financial advising, showcasing skills in client acquisition and relationship management. The role involves delivering personalized investment solutions, supporting clients in their financial journey, and requires valid Series 7 and 66 licenses. A Bachelor's degree and CFP certification are preferred. This position offers competitive salary and benefits in a supportive environment focused on diversity and inclusion.