Wealth Advisor: Build Relationships & Holistic Guidance

TwinThread; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

TwinThread in Houston, Texas is seeking a skilled Financial Advisor dedicated to providing personalized investment solutions and building strong client relationships. Candidates should have at least 2 years of experience in financial services and possess critical licenses, including Series 7 and Series 66. The position offers a competitive salary with additional benefits like health coverage, wellness centers, and performance incentives. Join us in fostering a culture of diversity and empowerment in financial practices.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• A valid and active Series 7 and Series 66 license are required.

Responsibilities

• Champion and support teammates’ success and bank goals promoting diversity.
• Deliver personalized investment solutions focusing on relationship management.
• Educate clients on technology and channels for better investment management.

Skills

Client acquisition

Relationship management

Financial coaching

Digital readiness

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

TwinThread in Houston, Texas is seeking a skilled Financial Advisor dedicated to providing personalized investment solutions and building strong client relationships. Candidates should have at least 2 years of experience in financial services and possess critical licenses, including Series 7 and Series 66. The position offers a competitive salary with additional benefits like health coverage, wellness centers, and performance incentives. Join us in fostering a culture of diversity and empowerment in financial practices.