Wealth Advisor: Build Relationships & Holistic Guidance

Aumni; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

TwinThread is seeking a Financial Advisor in Chicago, IL to champion client success and build personalized investment solutions. Successful candidates will possess strong relationship management skills and a deep understanding of financial markets.

Responsibilities include educating clients on available technology and providing holistic financial coaching. Required qualifications include at least 2 years in a Financial Advisor role and necessary licenses. Competitive benefits package offered.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent.
• Proven success in client relationship development.
• Required to obtain necessary licenses within 60 days.

Responsibilities

• Champion teammates’ success and foster diversity.
• Build personalized investment solutions.
• Educate clients on financial technology options.
• Provide holistic financial coaching.

Skills

Client acquisition

Relationship management

Financial market understanding

Goals-based planning

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License (63/65)

Life, Health and Long Term Care Insurance License

Job description

TwinThread is seeking a Financial Advisor in Chicago, IL to champion client success and build personalized investment solutions. Successful candidates will possess strong relationship management skills and a deep understanding of financial markets.

Responsibilities include educating clients on available technology and providing holistic financial coaching. Required qualifications include at least 2 years in a Financial Advisor role and necessary licenses. Competitive benefits package offered.