Wealth Advisor — Private Client Solutions

Aumni; Canton Charter Township (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Diversity and inclusion policies

Equal opportunity employer

Job summary

TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions in Canton, MI. This role requires a strong understanding of financial markets and excellent relationship management skills.

The ideal candidate will have at least 2 years of experience, strong client acquisition abilities, and the necessary licenses including Series 7 and Series 66. A collaborative team focus and commitment to diversity are essential.

Qualifications

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

Responsibilities

• Champion teammate success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Financial planning

Relationship management

Integrity

Educating clients

Education

Bachelor’s degree

Certified Financial Planner (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions in Canton, MI. This role requires a strong understanding of financial markets and excellent relationship management skills.

The ideal candidate will have at least 2 years of experience, strong client acquisition abilities, and the necessary licenses including Series 7 and Series 66. A collaborative team focus and commitment to diversity are essential.