Wealth Advisor - Holistic, Client-First Planning

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

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor in Dallas, Texas. The role involves building a book of business and delivering tailored financial solutions to clients while focusing on relationship management. Candidates should have at least 2 years of experience as a Financial Advisor and possess relevant licenses, including Series 7 and Series 66. Comprehensive benefits, including health care and financial coaching, are provided as part of the competitive rewards package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license required within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Educate clients on the technology available for monitoring investments.

Skills

Client acquisition

Relationship management

Financial planning

Business judgment

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

N/A

Job description

TwinThread is seeking a Private Client Advisor in Dallas, Texas. The role involves building a book of business and delivering tailored financial solutions to clients while focusing on relationship management. Candidates should have at least 2 years of experience as a Financial Advisor and possess relevant licenses, including Series 7 and Series 66. Comprehensive benefits, including health care and financial coaching, are provided as part of the competitive rewards package.