Wealth Advisor - Holistic, Client-First Planning

Aumni; San Antonio (TX); On-site; USD 70,000 - 100,000; 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 San Antonio, Texas. The role involves offering comprehensive financial planning to individuals and families, delivering personalized investment solutions, and building strong client relationships. Ideal candidates will have at least two years of financial advisory experience, with a valid Series 7 and Series 66 licenses. Strong knowledge of financial markets is essential, along with a commitment to diversity and a genuine interest in client education. Competitive compensation and benefits are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Strong ability to cultivate and maintain client relationships.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic views of clients’ needs beyond investments.
• Educate clients on technology and channels for managing investments.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Investment products knowledge

Financial planning software

Job description

TwinThread is seeking a Private Client Advisor in San Antonio, Texas. The role involves offering comprehensive financial planning to individuals and families, delivering personalized investment solutions, and building strong client relationships. Ideal candidates will have at least two years of financial advisory experience, with a valid Series 7 and Series 66 licenses. Strong knowledge of financial markets is essential, along with a commitment to diversity and a genuine interest in client education. Competitive compensation and benefits are offered.