Wealth Advisor for Private Clients

TwinThread; Bainbridge Island (WA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families on Bainbridge Island, Washington. You will champion client relationships, building a book of business and providing personalized investment solutions. The ideal candidate has at least 2 years of experience in a Financial Advisor role, is licensed, and demonstrates success in client acquisition.

The role emphasizes integrity, client education, and embracing digital innovations in investment strategy. A competitive salary and total rewards package are part of the offering.

Qualifications

• Minimum 2 years of experience in a Financial Advisor role or similar.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability to provide goals-based planning and advice.

Responsibilities

• Support teammates’ success and goals of the bank.
• Deliver personalized investment solutions to clients.
• Educate clients on financial markets and investment technology.

Skills

Client acquisition

Relationship management

Financial advising

Financial coaching

Education

Bachelor's degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families on Bainbridge Island, Washington. You will champion client relationships, building a book of business and providing personalized investment solutions. The ideal candidate has at least 2 years of experience in a Financial Advisor role, is licensed, and demonstrates success in client acquisition.

The role emphasizes integrity, client education, and embracing digital innovations in investment strategy. A competitive salary and total rewards package are part of the offering.