Wealth Advisor: Build Relationships & Holistic Guidance

Aumni; Lake Forest (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread in Lake Forest, Illinois, is seeking a Financial Advisor to champion client success and deliver tailored investment solutions. The ideal candidate has at least 2 years' experience in financial services, excels in client relationship management, and possesses necessary licenses. The role offers a comprehensive rewards package including competitive salary, health benefits, and opportunities for commission-based pay. A Bachelor's degree and CFP certification are preferred. Join a culture that embraces diversity and innovation.

Qualifications

• Minimum 2 years of experience as a Financial Advisor or similar role.
• Success in cultivating client relationships.
• Commitment to goals-based advice implementation.

Responsibilities

• Support team and bank goals while promoting diversity.
• Deliver personalized investment solutions.
• Educate clients about technology for investment management.

Skills

Client acquisition

Relationship management

Goals-based planning

Understanding of financial markets

Digital innovations

Education

Bachelor's degree

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

TwinThread in Lake Forest, Illinois, is seeking a Financial Advisor to champion client success and deliver tailored investment solutions. The ideal candidate has at least 2 years' experience in financial services, excels in client relationship management, and possesses necessary licenses. The role offers a comprehensive rewards package including competitive salary, health benefits, and opportunities for commission-based pay. A Bachelor's degree and CFP certification are preferred. Join a culture that embraces diversity and innovation.