Wealth Advisor: Client Relationships & Education

Aumni; New York (NY); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread is seeking a Financial Advisor in New York to build and maintain client relationships while delivering personalized investment solutions. Ideal candidates will have 2+ years of experience and necessary financial licenses.

We offer a competitive total rewards package, including base salary, commissions, comprehensive health care, and additional benefits like mental health support and financial coaching.

Qualifications

• 2+ years in a Financial Advisor role or equivalent.
• Ability in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates’ success while fostering a diverse culture.
• Build business and provide personalized investment solutions.
• Educate clients about available technology for monitoring investments.

Skills

Client acquisition

Relationship management

Financial market knowledge

Digital innovations

Education

Bachelor’s degree

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

TwinThread is seeking a Financial Advisor in New York to build and maintain client relationships while delivering personalized investment solutions. Ideal candidates will have 2+ years of experience and necessary financial licenses.

We offer a competitive total rewards package, including base salary, commissions, comprehensive health care, and additional benefits like mental health support and financial coaching.