Wealth Advisor - Holistic, Client-First Planning

Aumni; Oak Brook (IL); 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 in Oak Brook, Illinois, to offer comprehensive financial planning and investment solutions. This role will focus on building relationships, providing exceptional service and advice to meet clients' financial needs.

The ideal candidate will have at least 2 years of experience in financial advisory, with valid Series 7 and Series 66 licenses. The position offers a competitive rewards package and a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid Series 7 and Series 66 (or obtained within 60 days).

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support client needs with a holistic view and financial coaching.
• Embrace digital innovations to educate clients.

Skills

Client acquisition

Relationship management

Financial planning

Leadership

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

TwinThread is seeking a Private Client Advisor in Oak Brook, Illinois, to offer comprehensive financial planning and investment solutions. This role will focus on building relationships, providing exceptional service and advice to meet clients' financial needs.

The ideal candidate will have at least 2 years of experience in financial advisory, with valid Series 7 and Series 66 licenses. The position offers a competitive rewards package and a commitment to diversity and inclusion.