Wealth Advisor: Build Relationships & Holistic Guidance

Aumni; Chicago (IL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking an experienced Financial Advisor in Chicago, IL to provide personalized investment solutions and foster client relationships. Candidates should have at least 2 years of experience and must possess or obtain relevant series licenses. The role offers a competitive salary, possible commission, and a comprehensive benefits package, including health care, retirement plans, and financial coaching.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship maintenance.
• Valid Series 7 and Series 66 licenses must be obtained.

Responsibilities

• Foster a culture of diversity while supporting your teammates’ goals.
• Build a book of business with a focus on relationship management.
• Educate clients on available technology for managing investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advising

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Job description

TwinThread is seeking an experienced Financial Advisor in Chicago, IL to provide personalized investment solutions and foster client relationships. Candidates should have at least 2 years of experience and must possess or obtain relevant series licenses. The role offers a competitive salary, possible commission, and a comprehensive benefits package, including health care, retirement plans, and financial coaching.