Wealth Advisor: Build Relationships & Holistic Guidance

Aumni; Winnetka (IL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Financial coaching

Job summary

TwinThread is seeking a skilled Financial Advisor in Winnetka, Illinois, who champions team success while fostering diversity. The role focuses on delivering personalized investment solutions and requires a deep understanding of financial markets.

Candidates should have at least 2 years of experience, be committed to goals-based planning, and possess several financial licenses. A competitive rewards package, including salary and benefits, is offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion teammates' success while fostering a culture of diversity.
• Deliver personalized investment solutions focusing on relationship management.
• Educate clients on technology available for monitoring their investments.

Skills

Client acquisition

Relationship management

Financial coaching

Business judgement

Education

Bachelor’s degree preferred

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a skilled Financial Advisor in Winnetka, Illinois, who champions team success while fostering diversity. The role focuses on delivering personalized investment solutions and requires a deep understanding of financial markets.

Candidates should have at least 2 years of experience, be committed to goals-based planning, and possess several financial licenses. A competitive rewards package, including salary and benefits, is offered.