Wealth Advisor for Private Clients

TwinThread; Lewisville (TX); On-site; USD 60,000 - 100,000; 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 offer comprehensive financial advice and planning to individuals and families in Lewisville, Texas. Your role will focus on building strong relationships with clients while ensuring a deep understanding of their financial needs.

The ideal candidate will have at least 2 years of relevant experience and must hold a Series 7 and Series 66 license. The position offers a competitive total rewards package and a commitment to diversity and inclusion within the workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and maintaining client relationships.
• Must obtain necessary financial licenses within 60 days of starting.

Responsibilities

• Champion and support teammates’ success in achieving bank goals.
• Build a book of business with personalized investment solutions.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Digital innovations

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

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 advice and planning to individuals and families in Lewisville, Texas. Your role will focus on building strong relationships with clients while ensuring a deep understanding of their financial needs.

The ideal candidate will have at least 2 years of relevant experience and must hold a Series 7 and Series 66 license. The position offers a competitive total rewards package and a commitment to diversity and inclusion within the workplace.