Wealth Advisor: Build Relationships & Holistic Guidance

Aumni; Houston (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive total rewards package

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Financial Advisor located in Houston, Texas. You will build strong client relationships, provide personalized investment solutions, and demonstrate a deep understanding of financial markets. You must have at least 2 years in a similar role and hold a Series 7 and Series 66 license.

The position offers a competitive rewards package including health care coverage, retirement savings plan, and additional perks like tuition reimbursement. Join us in fostering a culture of diversity and client education.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 (63/65) license required.

Responsibilities

• Champion teammates’ success and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels to manage investments.

Skills

Client acquisition

Relationship management

Financial markets understanding

Digital innovation embrace

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

TwinThread is seeking a Financial Advisor located in Houston, Texas. You will build strong client relationships, provide personalized investment solutions, and demonstrate a deep understanding of financial markets. You must have at least 2 years in a similar role and hold a Series 7 and Series 66 license.

The position offers a competitive rewards package including health care coverage, retirement savings plan, and additional perks like tuition reimbursement. Join us in fostering a culture of diversity and client education.