Wealth Advisor - Holistic, Client-First Planning

Aumni; Bloomfield Hills (MI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread seeks a Private Client Advisor in Bloomfield Hills, Michigan, offering financial planning and personalized investment solutions. Ideal candidates have at least 2 years in financial advising with strong relationship management skills.

You will build and maintain client relationships while aiming to provide them with tailored financial solutions and coaching to meet their financial goals. The role emphasizes expertise in financial markets and adherence to ethical practices.

A competitive rewards package is included, along with comprehensive benefits designed to impact employees' well-being.

Qualifications

• 2+ years in a Financial Advisor role or equivalent.
• Proven success in client acquisition and maintaining relationships.
• Ability and commitment to goals-based planning.

Responsibilities

• Provide comprehensive financial planning to clients.
• Build and manage a book of business.
• Educate clients on available technologies for their investments.

Skills

Client acquisition

Financial planning

Relationship management

Business judgment

Knowledge of financial markets

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread seeks a Private Client Advisor in Bloomfield Hills, Michigan, offering financial planning and personalized investment solutions. Ideal candidates have at least 2 years in financial advising with strong relationship management skills.

You will build and maintain client relationships while aiming to provide them with tailored financial solutions and coaching to meet their financial goals. The role emphasizes expertise in financial markets and adherence to ethical practices.

A competitive rewards package is included, along with comprehensive benefits designed to impact employees' well-being.