Strategic Wealth Private Client Advisor

Aumni; United States; On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Private Client Advisor in the United States to provide comprehensive financial planning and advice. The ideal candidate will have at least 2 years of experience as a Financial Advisor and must possess relevant licenses such as Series 7 and Series 66. Responsibilities include building client relationships, delivering personalized investment solutions, and educating clients on financial services and technology. A competitive compensation package and a commitment to diversity and inclusion are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• A valid and active Series 7 and other necessary licenses.

Responsibilities

• Build a book of business by delivering personalized investment solutions.
• Support client relationships with financial coaching and advice.
• Educate clients on technology and services available to them.

Skills

Client relationship management

Financial advising

Educational technology guidance

Goal-oriented planning

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 (or 63/65) License

Life, Health and Long Term Care Insurance License

Job description

TwinThread is seeking a Private Client Advisor in the United States to provide comprehensive financial planning and advice. The ideal candidate will have at least 2 years of experience as a Financial Advisor and must possess relevant licenses such as Series 7 and Series 66. Responsibilities include building client relationships, delivering personalized investment solutions, and educating clients on financial services and technology. A competitive compensation package and a commitment to diversity and inclusion are offered.