Wealth Advisor - Holistic, Client-First Planning

Aumni; El Paso (TX); On-site; USD 70,000 - 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 to deliver personalized financial planning and investment solutions in El Paso, Texas. The ideal candidate will have at least 2 years of experience in a financial advisory role and strong client relationship management skills.

This role offers a competitive salary with commission-based pay, comprehensive benefits, and a commitment to diversity and inclusion within the workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Must have Series 7 and Series 66 licenses.

Responsibilities

• Champions teammates’ success and fosters diversity culture.
• Builds a book of business with personalized investment solutions.
• Educates clients on available technology and channels.

Skills

Client acquisition

Financial planning

Relationship management

Investment solutions

Financial coaching

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Job description

TwinThread is seeking a Private Client Advisor to deliver personalized financial planning and investment solutions in El Paso, Texas. The ideal candidate will have at least 2 years of experience in a financial advisory role and strong client relationship management skills.

This role offers a competitive salary with commission-based pay, comprehensive benefits, and a commitment to diversity and inclusion within the workplace.