Wealth Advisor - Holistic, Client-First Planning

Aumni; Town of Texas (WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning to clients in Wisconsin. The role requires a valid Series 7 and Series 66 license as well as a strong background in client relationships and financial advisory. Candidates should possess at least two years of experience in a related role, demonstrating expertise in building and maintaining client connections. We offer a competitive salary and benefits to support our team's needs.

Qualifications

• At least 2 years in a Financial Advisor role.
• Demonstrated success in cultivating and maintaining client relationships.
• A valid Series 7 and Series 66 license is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial coaching to clients.
• Educate clients on digital technology and investment solutions.

Skills

Client acquisition

Relationship management

Financial planning

Honesty and integrity

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License

Life and Health Insurance License

Job description

TwinThread is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning to clients in Wisconsin. The role requires a valid Series 7 and Series 66 license as well as a strong background in client relationships and financial advisory. Candidates should possess at least two years of experience in a related role, demonstrating expertise in building and maintaining client connections. We offer a competitive salary and benefits to support our team's needs.