Wealth Advisor - Holistic, Client-First Planning

Aumni; Lansing (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to clients. You'll support individuals and families, providing personalized investment solutions while building strong relationships. Ideal candidates will have a strong background in financial services, client acquisition, and investment markets.

The role demands integrity and a passion for educating clients about their financial decisions. This is an excellent opportunity in Lansing, Michigan, with competitive compensation including base salary and incentives.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Success in cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business with personalized investment solutions.
• Educate clients on technology and investment management.
• Provide holistic view of clients’ financial needs.

Skills

Client acquisition

Relationship management

Financial coaching

Knowledge of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License

Life and Health Insurance License

Job description

TwinThread is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to clients. You'll support individuals and families, providing personalized investment solutions while building strong relationships. Ideal candidates will have a strong background in financial services, client acquisition, and investment markets.

The role demands integrity and a passion for educating clients about their financial decisions. This is an excellent opportunity in Lansing, Michigan, with competitive compensation including base salary and incentives.