Private Wealth Advisor: Holistic Planning & Digital Tools

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

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

On-site health and wellness centers

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor in North Las Vegas, NV, who will provide comprehensive financial planning and advice to individuals and families. This role focuses on building client relationships and delivering personalized investment solutions. Qualifications include at least 2 years in a Financial Advisor role, valid Series 7 and 66 licenses, and a passion for client education. The position emphasizes integrity, understanding financial markets, and embracing digital innovations to enhance client interactions.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in cultivating and maintaining client relationships.
• Valid Series 7 and Series 66 licenses (must be obtained within 60 days).
• Life, Health, and Long Term Care Insurance license required (must obtain within 60 days).

Responsibilities

• Provide comprehensive financial planning and advice.
• Build a book of business with personalized investment solutions.
• Educate clients on available technology and banking options.
• Support teammates and foster a culture of diversity.
• Deliver a holistic view of clients’ needs.

Skills

Client relationship management

Financial planning expertise

Understanding of financial markets

Acquisition and maintenance of clients

Digital confidence building

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

TwinThread is seeking a Private Client Advisor in North Las Vegas, NV, who will provide comprehensive financial planning and advice to individuals and families. This role focuses on building client relationships and delivering personalized investment solutions. Qualifications include at least 2 years in a Financial Advisor role, valid Series 7 and 66 licenses, and a passion for client education. The position emphasizes integrity, understanding financial markets, and embracing digital innovations to enhance client interactions.