Wealth Advisor - Holistic, Client-First Planning

Aumni; Portland (OR); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients and families. You will build and maintain strong client relationships calling on your experience in wealth management and financial planning.

This role requires strong leadership skills, a valid Series 7 license, and commitment to helping clients achieve their goals. Compensation includes a competitive base salary and the potential for commission and benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintenance.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide financial coaching beyond investments.
• Support team success while fostering a culture of diversity.

Skills

Client acquisition

Wealth management

Relationship management

Financial planning

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

TwinThread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients and families. You will build and maintain strong client relationships calling on your experience in wealth management and financial planning.

This role requires strong leadership skills, a valid Series 7 license, and commitment to helping clients achieve their goals. Compensation includes a competitive base salary and the potential for commission and benefits.