Wealth Advisor - Holistic, Client-First Planning

Aumni; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Backup childcare

Job summary

TwinThread in Austin, Texas, seeks an experienced Private Client Advisor to provide comprehensive financial planning and advice to clients. Your expertise will cater to individuals and families at various wealth stages.

You will focus on client acquisition and retention, building strong relationships to deliver personalized investment solutions. A valid Series 7 and Series 66 licenses are required. The position includes a competitive rewards package and extensive employee benefits.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Valid Series 7, Series 66, and Life Insurance Licenses required.
• Demonstrated success in client acquisition and relationship management.

Responsibilities

• Offer comprehensive financial planning and advice to clients.
• Build and maintain a book of business.
• Educate clients on financial technology and products.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Education

Bachelor’s degree

Tools

Series 7 License

Series 66 License

Life Insurance License

Job description

TwinThread in Austin, Texas, seeks an experienced Private Client Advisor to provide comprehensive financial planning and advice to clients. Your expertise will cater to individuals and families at various wealth stages.

You will focus on client acquisition and retention, building strong relationships to deliver personalized investment solutions. A valid Series 7 and Series 66 licenses are required. The position includes a competitive rewards package and extensive employee benefits.