Wealth Advisor for Private Clients

TwinThread; Traverse City (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Private Client Advisor in Traverse City, Michigan. This role involves providing comprehensive financial planning and advice to individuals and families. The candidate should possess strong relationship management skills and be adept at educating clients on digital tools to manage their investments.

The ideal applicant will have at least 2 years of experience in financial services and relevant licenses. A competitive rewards package including healthcare and retirement savings is offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Proven success in developing and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates’ success and bank goals with a focus on diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technological solutions for investment handling.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Digital literacy

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 License

Series 66 (63/65) License

Life, Health and Long Term Care Insurance License

Job description

TwinThread is seeking a Private Client Advisor in Traverse City, Michigan. This role involves providing comprehensive financial planning and advice to individuals and families. The candidate should possess strong relationship management skills and be adept at educating clients on digital tools to manage their investments.

The ideal applicant will have at least 2 years of experience in financial services and relevant licenses. A competitive rewards package including healthcare and retirement savings is offered.