Wealth Advisor: Build Relationships & Holistic Guidance

Aumni; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Financial Advisor to champion client success and deliver personalized investment solutions. This role requires a minimum of two years of experience in financial services, with valid Series 7 and Series 66 licenses. Responsibilities include building client relationships and educating clients on available technology.

The position offers a competitive salary and benefits package that includes health care coverage, wellness support, and a retirement savings plan.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid and active Series 7 and Series 66 licenses are required or must be obtained.

Responsibilities

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

Skills

Client acquisition

Relationship management

Financial coaching

Digital innovations

Education

Bachelor’s degree

Job description

TwinThread is seeking a Financial Advisor to champion client success and deliver personalized investment solutions. This role requires a minimum of two years of experience in financial services, with valid Series 7 and Series 66 licenses. Responsibilities include building client relationships and educating clients on available technology.

The position offers a competitive salary and benefits package that includes health care coverage, wellness support, and a retirement savings plan.