Wealth Advisor - Holistic, Client-First Planning

Aumni; Arlington (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

TwinThread is looking for a Private Client Advisor in Arlington, Texas. In this role, you will help clients with comprehensive financial planning and investment solutions tailored to their unique needs.

The ideal candidate will have at least 2 years of experience in financial advising, a valid Series 7 and 66 license, and a passion for educating clients. The company offers a supportive culture of diversity and opportunities for career advancement.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Ability to build and maintain client relationships.
• Must possess a valid Series 7 and Series 66 license.

Responsibilities

• Build and manage a portfolio of clients, providing personalized investment solutions.
• Educate clients on financial products and services.
• Demonstrate a commitment to diversity and inclusion.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Digital confidence

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Financial analysis software

CRM systems

Job description

TwinThread is looking for a Private Client Advisor in Arlington, Texas. In this role, you will help clients with comprehensive financial planning and investment solutions tailored to their unique needs.

The ideal candidate will have at least 2 years of experience in financial advising, a valid Series 7 and 66 license, and a passion for educating clients. The company offers a supportive culture of diversity and opportunities for career advancement.