Wealth Advisor for Private Clients

TwinThread; Carrollton (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families in Carrollton, Texas. This role requires a minimum of 2 years experience in financial advisory and proven client relationship skills.

The Advisor will build a book of business while fostering a culture of diversity and ensuring exceptional client service. The position also offers a competitive total rewards package that includes base salary and benefits. Equal Opportunity Employer.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• A valid and active Life, Health and Long Term Care Insurance license required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate financial market knowledge and sound business judgment.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Financial planning

Relationship management

Integrity

Financial markets knowledge

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Job description

TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families in Carrollton, Texas. This role requires a minimum of 2 years experience in financial advisory and proven client relationship skills.

The Advisor will build a book of business while fostering a culture of diversity and ensuring exceptional client service. The position also offers a competitive total rewards package that includes base salary and benefits. Equal Opportunity Employer.