Wealth Advisor for Private Clients

TwinThread; Coppell (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor to offer comprehensive financial planning and advice to clients. In this role, you will build client relationships and deliver personalized investment solutions, involving strong leadership and relationship-building skills.

Successful candidates will have at least 2 years of relevant experience, exceptional integrity, and necessary licenses. The position emphasizes promoting diversity, offering flexible working conditions, and providing competitive benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in cultivating client relationships.
• Ability to commit to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion teammates’ success and foster a culture of diversity.
• Provide a holistic view of clients' financial needs.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Private Client Advisor to offer comprehensive financial planning and advice to clients. In this role, you will build client relationships and deliver personalized investment solutions, involving strong leadership and relationship-building skills.

Successful candidates will have at least 2 years of relevant experience, exceptional integrity, and necessary licenses. The position emphasizes promoting diversity, offering flexible working conditions, and providing competitive benefits.