Wealth Advisor for Private Clients

Aumni; Chicago (IL); 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 hiring a Private Client Advisor in Chicago to provide comprehensive financial planning and investment solutions. This role focuses on building client relationships and delivering personalized services based on individual financial needs.

Key responsibilities include educating clients, managing a diverse book of business, and demonstrating a deep understanding of financial markets. Candidates should have relevant licenses and experience in financial services.

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

• Provide personalized investment solutions and build a book of business.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on available technology to manage their investments.

Skills

Client acquisition

Client relationship management

Financial planning

Investment solutions

Education

Bachelor's degree

CFP® certification

Tools

Series 7

Series 66

Life, Health, and Long Term Care Insurance license

Job description

TwinThread is hiring a Private Client Advisor in Chicago to provide comprehensive financial planning and investment solutions. This role focuses on building client relationships and delivering personalized services based on individual financial needs.

Key responsibilities include educating clients, managing a diverse book of business, and demonstrating a deep understanding of financial markets. Candidates should have relevant licenses and experience in financial services.