Wealth Advisor: Build Relationships & Holistic Guidance

Aumni; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread in Chicago is seeking a Financial Advisor to champion team success and provide personalized investment solutions. The ideal candidate will have at least 2 years of relevant experience and a deep understanding of financial markets.

This role emphasizes relationship management and holistic financial coaching beyond investments. A competitive rewards package includes health care coverage, retirement plans, and tuition reimbursement.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Valid and active Series 7 license required.
• Valid and active Series 66 (63/65) license needed within 60 days.

Responsibilities

• Champion and support team success while fostering diversity.
• Build a book of business to deliver personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

TwinThread in Chicago is seeking a Financial Advisor to champion team success and provide personalized investment solutions. The ideal candidate will have at least 2 years of relevant experience and a deep understanding of financial markets.

This role emphasizes relationship management and holistic financial coaching beyond investments. A competitive rewards package includes health care coverage, retirement plans, and tuition reimbursement.