Wealth Advisor - Holistic, Client-First Planning

Aumni; Bozeman (MT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor in Bozeman, Montana, to offer personalized financial planning and advice. The successful candidate will build and manage client relationships, delivering tailored investment solutions while emphasizing digital tools. A minimum of two years in a Financial Advisor role and relevant licenses are required. Competitive salary and comprehensive benefits are offered to support employees' needs and well-being.

Qualifications

• 2+ years’ experience in a Financial Advisor role.
• Success in client acquisition and relationship management.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Build and manage a book of business.
• Provide personalized financial solutions to clients.
• Educate clients on investment options and technology.

Skills

Client acquisition and relationship management

Financial planning

Knowledge of financial markets

Integrity

Digital confidence

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP) certification preferred

Tools

Financial software tools

Job description

TwinThread is seeking a Private Client Advisor in Bozeman, Montana, to offer personalized financial planning and advice. The successful candidate will build and manage client relationships, delivering tailored investment solutions while emphasizing digital tools. A minimum of two years in a Financial Advisor role and relevant licenses are required. Competitive salary and comprehensive benefits are offered to support employees' needs and well-being.