Wealth Advisor for Private Clients

TwinThread; Indiana (PA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread, located in Indiana, PA, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to clients. In this role, you will be responsible for building strong client relationships and providing financial coaching while leveraging your expertise in financial markets.

Qualifications include a minimum of 2 years as a Financial Advisor, along with required licenses. The position offers a competitive salary and benefits package, focused on employee well-being and diversity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in cultivating client relationships.
• A valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic views of clients' needs and education on available technology.
• Champion team success and foster a culture of diversity.

Skills

Client acquisition

Relationship management

Financial coaching

Education

Bachelor’s degree preferred

Tools

Financial planning software

Job description

TwinThread, located in Indiana, PA, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to clients. In this role, you will be responsible for building strong client relationships and providing financial coaching while leveraging your expertise in financial markets.

Qualifications include a minimum of 2 years as a Financial Advisor, along with required licenses. The position offers a competitive salary and benefits package, focused on employee well-being and diversity.