Wealth Advisor - Holistic, Client-First Planning

Aumni; San Antonio (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions in San Antonio, Texas. The ideal candidate should have at least 2 years of experience in financial advisory, strong relationship management skills, and the ability to acquire necessary financial licenses. A Bachelor's degree and CFP certification are preferred. Responsibilities include cultivating client relationships and educating clients on investment technologies.

Qualifications

• At least 2 years of experience as a Financial Advisor or equivalent.
• Demonstrated success in managing client relationships.
• Ability to obtain relevant financial licenses within 60 days.

Responsibilities

• Build and manage a portfolio of clients with a focus on relationships.
• Provide comprehensive financial planning and investment advice.
• Educate clients on available technologies for managing investments.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Digital literacy

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Financial planning software

CRM systems

Job description

TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions in San Antonio, Texas. The ideal candidate should have at least 2 years of experience in financial advisory, strong relationship management skills, and the ability to acquire necessary financial licenses. A Bachelor's degree and CFP certification are preferred. Responsibilities include cultivating client relationships and educating clients on investment technologies.