Wealth Advisor: Build Relationships & Holistic Guidance

Aumni; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Job summary

TwinThread in Chicago is seeking a Financial Advisor to build and manage relationships, offering personalized investment solutions and education to clients. Candidates must hold a Series 7 and Series 66 licenses, with a commitment to goals-based financial coaching.

The role includes a focus on fostering a culture of diversity while ensuring clients’ needs are met holistically beyond just investments. A competitive salary along with comprehensive benefits, including health care and retirement plans, is offered.

Qualifications

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

Responsibilities

• Champion and support teammates’ success and the goals of the bank.
• Build a book of business delivering personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial market understanding

Client education

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

TwinThread in Chicago is seeking a Financial Advisor to build and manage relationships, offering personalized investment solutions and education to clients. Candidates must hold a Series 7 and Series 66 licenses, with a commitment to goals-based financial coaching.

The role includes a focus on fostering a culture of diversity while ensuring clients’ needs are met holistically beyond just investments. A competitive salary along with comprehensive benefits, including health care and retirement plans, is offered.