Wealth Advisor - Holistic, Client-First Planning

Aumni; Henderson (NV); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread in Henderson, Nevada is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment solutions for clients. This role is centered on building and maintaining long-lasting client relationships, requiring at least 2 years of experience in financial advisory. Candidates must hold a Series 7 license and a Series 66 license (or complete within 60 days).

The ideal candidate will also demonstrate customer-focused integrity and passion for educating clients, driving their success through personalized advice and innovative digital tools.

Qualifications

• Minimum of 2 years in a Financial Advisor role.
• Success in cultivating and maintaining client relationships.
• Ability and commitment to goals-based planning.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion your teammates’ success.
• Provide holistic view and financial coaching to clients.

Skills

Client acquisition

Financial planning

Relationship management

Understanding of financial markets

Education of clients

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread in Henderson, Nevada is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment solutions for clients. This role is centered on building and maintaining long-lasting client relationships, requiring at least 2 years of experience in financial advisory. Candidates must hold a Series 7 license and a Series 66 license (or complete within 60 days).

The ideal candidate will also demonstrate customer-focused integrity and passion for educating clients, driving their success through personalized advice and innovative digital tools.