Wealth Advisor - Holistic, Client-First Planning

Aumni; Prosper (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 in Prosper, Texas is hiring a Private Client Advisor to deliver personalized financial planning and investment solutions. You will support various clients, from those starting to save to those with wealth. Responsibilities include championing team success, managing client relationships, and educating clients on digital tools. A valid Series 7 license and at least 2 years in a financial advisor role are essential for this position. Join TwinThread to make a significant impact in client lives while working in a diverse environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships.
• A valid and active Life, Health and Long Term Care Insurance license.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions to clients.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Education

Bachelor’s degree

CFP certification

Tools

Series 7

Series 66

Job description

TwinThread in Prosper, Texas is hiring a Private Client Advisor to deliver personalized financial planning and investment solutions. You will support various clients, from those starting to save to those with wealth. Responsibilities include championing team success, managing client relationships, and educating clients on digital tools. A valid Series 7 license and at least 2 years in a financial advisor role are essential for this position. Join TwinThread to make a significant impact in client lives while working in a diverse environment.