Wealth Advisor - Holistic, Client-First Planning

Aumni; Saint George (UT); On-site; USD 80,000 - 120,000; 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 Saint George, Utah, to provide comprehensive financial planning and advice. In this role, you'll develop personalized investment solutions while building lasting client relationships. Candidates should have at least 2 years in a relevant financial advisor role and possess required licenses including Series 7 and 66. This position emphasizes a commitment to diversity and aims to enhance client financial experiences through personalized commitments and digital innovations.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Valid and active Series 7, Series 66, and Life, Health and Long Term Care Insurance licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for investment monitoring.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Financial planning

Relationship management

Financial market understanding

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance

Job description

TwinThread is seeking a Private Client Advisor in Saint George, Utah, to provide comprehensive financial planning and advice. In this role, you'll develop personalized investment solutions while building lasting client relationships. Candidates should have at least 2 years in a relevant financial advisor role and possess required licenses including Series 7 and 66. This position emphasizes a commitment to diversity and aims to enhance client financial experiences through personalized commitments and digital innovations.