Wealth Advisor - Holistic, Client-First Planning

Aumni; Town of Texas (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is searching for a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions in Wisconsin. You will build strong client relationships, educate clients on available technologies, and foster a culture of diversity within your team. The role requires at least 2 years of financial advisory experience, a Series 7 license, and a commitment to client-focused planning. Competitive total rewards and benefits will be offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 license required.

Responsibilities

• Support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels for their investments.

Skills

Client acquisition

Relationship management

Financial coaching

Financial markets knowledge

Digital innovations

Education

Bachelor’s degree

Certified Financial Planner (CFP)

Tools

Financial planning software

Job description

TwinThread is searching for a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions in Wisconsin. You will build strong client relationships, educate clients on available technologies, and foster a culture of diversity within your team. The role requires at least 2 years of financial advisory experience, a Series 7 license, and a commitment to client-focused planning. Competitive total rewards and benefits will be offered.