Wealth Advisor - Holistic, Client-First Planning

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

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is looking for a Private Client Advisor in Fort Worth, Texas. In this role, you'll be responsible for delivering personalized financial planning and advice to a diverse range of clients, while building strong relationships and offering informed investment solutions.

Applicants should have at least 2 years of financial advising experience and be prepared to acquire necessary licenses. The position offers competitive rewards and a strong commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and managing relationships.
• Valid Series 7 and Series 66 license required.

Responsibilities

• Build and maintain relationships with clients to provide personalized financial solutions.
• Educate clients on available technological platforms for financial management.
• Provide a holistic view of clients' financial needs.

Skills

Client acquisition

Relationship management

Financial advising

Educating clients

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

TwinThread is looking for a Private Client Advisor in Fort Worth, Texas. In this role, you'll be responsible for delivering personalized financial planning and advice to a diverse range of clients, while building strong relationships and offering informed investment solutions.

Applicants should have at least 2 years of financial advising experience and be prepared to acquire necessary licenses. The position offers competitive rewards and a strong commitment to diversity and inclusion.