Private Wealth Advisor: Holistic Planning & Digital Tools

TwinThread; Tyler (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread in Tyler, Texas seeks a Private Client Advisor to deliver personalized financial planning and investment solutions. You will build robust relationships with clients across various wealth stages and provide coaching tailored to their financial goals.

The ideal candidate has a strong background in financial services, holds essential certifications, and is committed to maintaining client satisfaction through innovation in financial technology. Join a diverse team dedicated to inclusive growth.

Qualifications

• 2+ years of experience in a Financial Advisor role.
• Success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business with personalized investment solutions.
• Educate clients on technology for investment monitoring.
• Advise on clients’ financial needs beyond investments.

Skills

Client acquisition

Maintaining client relationships

Financial planning

Investment solutions

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

TwinThread in Tyler, Texas seeks a Private Client Advisor to deliver personalized financial planning and investment solutions. You will build robust relationships with clients across various wealth stages and provide coaching tailored to their financial goals.

The ideal candidate has a strong background in financial services, holds essential certifications, and is committed to maintaining client satisfaction through innovation in financial technology. Join a diverse team dedicated to inclusive growth.