Wealth Advisor - Holistic, Client-First Planning

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

Benefits offered by this job

Comprehensive health coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor in Brownsville, Texas. This role involves providing comprehensive financial planning and personalized investment solutions to individuals and families. Ideal candidates will have at least 2 years of financial advisory experience and relevant licenses.

The position emphasizes client relationship building, integrity, and an understanding of financial markets. TwinThread values diversity and is committed to fostering an inclusive workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate integrity and foster diverse relationships.

Skills

Client acquisition

Financial planning

Relationship management

Financial market understanding

Integrity

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Private Client Advisor in Brownsville, Texas. This role involves providing comprehensive financial planning and personalized investment solutions to individuals and families. Ideal candidates will have at least 2 years of financial advisory experience and relevant licenses.

The position emphasizes client relationship building, integrity, and an understanding of financial markets. TwinThread values diversity and is committed to fostering an inclusive workplace.