Wealth Advisor - Holistic, Client-First Planning

Aumni; Bloomington (IN); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread in Bloomington, Indiana, is hiring a Private Client Advisor to provide comprehensive financial planning and advice. You'll support a variety of clients and enhance their investor experience by offering tailored investment solutions. Key requirements include at least 2 years of experience as a Financial Advisor and active licenses in securities and insurance. The role emphasizes relationship management and leveraging digital tools to improve client interactions. A competitive compensation package and benefits are included.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining relationships.
• A valid and active Series 7 and Series 66 (63/65) license is required.

Responsibilities

• Build a book of business by delivering personalized investment solutions.
• Exhibit integrity and provide financial coaching beyond investments.
• Embrace digital innovations to enhance client confidence.

Skills

Client acquisition

Relationship management

Financial planning

Sales skills

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Job description

TwinThread in Bloomington, Indiana, is hiring a Private Client Advisor to provide comprehensive financial planning and advice. You'll support a variety of clients and enhance their investor experience by offering tailored investment solutions. Key requirements include at least 2 years of experience as a Financial Advisor and active licenses in securities and insurance. The role emphasizes relationship management and leveraging digital tools to improve client interactions. A competitive compensation package and benefits are included.