Wealth Advisor - Holistic, Client-First Planning

Aumni; Troy (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is looking for a Private Client Advisor to join their team in Troy, MI. This role involves offering comprehensive financial planning and personalized investment solutions to clients. Ideal candidates should have at least 2 years of experience in a Financial Advisor role, along with valid Series 7 and 66 licenses. A Bachelor’s degree and CFP certification are preferred. The position emphasizes relationship management and providing holistic financial coaching. Attractive benefits and a competitive compensation package are 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.
• Must have a valid and active Series 7 and Series 66 licenses.

Responsibilities

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

Skills

Client acquisition

Relationship management

Financial planning

Market understanding

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Financial planning software

Job description

TwinThread is looking for a Private Client Advisor to join their team in Troy, MI. This role involves offering comprehensive financial planning and personalized investment solutions to clients. Ideal candidates should have at least 2 years of experience in a Financial Advisor role, along with valid Series 7 and 66 licenses. A Bachelor’s degree and CFP certification are preferred. The position emphasizes relationship management and providing holistic financial coaching. Attractive benefits and a competitive compensation package are offered.