Wealth Advisor: Build Relationships & Holistic Guidance

Aumni; Dover (DE); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread in Dover, Delaware is looking for a Financial Advisor to support client success and deliver personalized investment solutions. The ideal candidate will have at least 2 years of financial services experience, a Series 7 license, and a commitment to goals-based planning. The role includes building client relationships, financial coaching, and educating clients on digital tools for investment management. A competitive total rewards package is offered including health care and retirement savings.

Qualifications

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

Responsibilities

• Support teammates’ success and embrace a culture of diversity.
• Build business and deliver personalized investment solutions.
• Educate clients on technology to handle investments.

Skills

Client acquisition

Relationship management

Financial coaching

Education on technology and channels

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread in Dover, Delaware is looking for a Financial Advisor to support client success and deliver personalized investment solutions. The ideal candidate will have at least 2 years of financial services experience, a Series 7 license, and a commitment to goals-based planning. The role includes building client relationships, financial coaching, and educating clients on digital tools for investment management. A competitive total rewards package is offered including health care and retirement savings.