Wealth Advisor: Client Relationships & Education

Aumni; Columbia (MD); 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 Columbia, Maryland is seeking a Financial Advisor to provide personalized investment solutions and foster client relationships. The role requires at least 2 years of experience in financial services, alongside licenses including Series 7 and Series 66. The position offers comprehensive health coverage, a retirement savings plan, and opportunities for professional development and financial coaching. Join us to help clients navigate their financial journeys in a diverse and supportive environment.

Qualifications

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

Responsibilities

• Champion and support teammates’ success and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.

Skills

Client acquisition

Relationship management

Financial analysis

Integrity

Digital innovation

Education

Bachelor’s degree

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread in Columbia, Maryland is seeking a Financial Advisor to provide personalized investment solutions and foster client relationships. The role requires at least 2 years of experience in financial services, alongside licenses including Series 7 and Series 66. The position offers comprehensive health coverage, a retirement savings plan, and opportunities for professional development and financial coaching. Join us to help clients navigate their financial journeys in a diverse and supportive environment.