Wealth Advisor: Private Client & Planning Expert

TwinThread; Pittsburgh (Allegheny County); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Job summary

TwinThread is looking for a Private Client Advisor in Pittsburgh, PA. In this role, you will provide comprehensive financial planning and advice to clients, ensuring a personalized approach to investment solutions. Your responsibilities include building client relationships and offering a holistic view of their financial needs.

The ideal candidate should have at least 2 years of experience as a Financial Advisor, valid Series 7 and Series 66 licenses, and a strong commitment to achieving client goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Proven success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic views of clients’ financial needs.
• Educate clients on digital investment tools.

Skills

Client acquisition

Relationship management

Investment solutions

Financial coaching

Education

Bachelor's degree preferred

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is looking for a Private Client Advisor in Pittsburgh, PA. In this role, you will provide comprehensive financial planning and advice to clients, ensuring a personalized approach to investment solutions. Your responsibilities include building client relationships and offering a holistic view of their financial needs.

The ideal candidate should have at least 2 years of experience as a Financial Advisor, valid Series 7 and Series 66 licenses, and a strong commitment to achieving client goals.