Wealth Advisor: Build Relationships & Holistic Guidance

Aumni; Chicago (IL); 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 is seeking a Financial Advisor in Chicago, IL, to champion client success and foster diversity within the bank. This role includes building client relationships and delivering personalized investment solutions that focus on relationship management.

Required qualifications include at least 2 years of relevant experience, strong client acquisition skills, and active Series 7 and Series 66 licenses. Benefits include a competitive salary, health care coverage, and retirement plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7, Series 66, and Life/Health insurance license is crucial.

Responsibilities

• Champion and support teammates and the bank’s goals, fostering a culture of diversity.
• Build a book of business delivering personalized investment solutions to clients.
• Educate clients on technology to better manage their investments.

Skills

Client acquisition

Client relationship management

Financial market understanding

Business judgement

Education

Bachelor’s degree

Tools

Series 7 licensing

Series 66 licensing

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Financial Advisor in Chicago, IL, to champion client success and foster diversity within the bank. This role includes building client relationships and delivering personalized investment solutions that focus on relationship management.

Required qualifications include at least 2 years of relevant experience, strong client acquisition skills, and active Series 7 and Series 66 licenses. Benefits include a competitive salary, health care coverage, and retirement plans.