Wealth Advisor: Build Relationships & Holistic Guidance

Aumni; Illinois; 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 in Illinois is seeking a Financial Advisor to support teammates and deliver personalized investment solutions. The ideal candidate will have at least 2 years of experience, strong skills in client acquisition, and a valid Series 7 license. The role offers a competitive rewards package, including comprehensive health care and additional services like tuition reimbursement and mental health support.

Qualifications

• At least 2 years of experience in a Financial Advisor role or equivalent.
• Proven success in client acquisition and maintaining relationships.
• Valid and active Series 7 and Series 66 licenses are required.

Responsibilities

• Support teammates and the goals of the bank while fostering diversity.
• Build relationships with clients and deliver personalized investment solutions.
• Educate clients on technology to handle their investments.

Skills

Client acquisition

Relationship management

Financial coaching

Business judgement

Understanding of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

TwinThread in Illinois is seeking a Financial Advisor to support teammates and deliver personalized investment solutions. The ideal candidate will have at least 2 years of experience, strong skills in client acquisition, and a valid Series 7 license. The role offers a competitive rewards package, including comprehensive health care and additional services like tuition reimbursement and mental health support.