Wealth Advisor - Private Client Solutions (Denver)

Aumni; Denver (CO); On-site; USD 50,868 - 62,172; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor in Denver, CO. This role requires at least 2 years of financial advisory experience, a valid Series 7 and 66 license, as well as a Life, Health and Long Term Care Insurance license. You will be responsible for building relationships with clients, delivering personalized investment solutions, and ensuring exceptional client experiences. The company offers a competitive salary and a wide range of benefits, including health care coverage and retirement savings plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability to provide goals-based planning and advice.

Responsibilities

• Build a book of business by delivering personalized investment solutions.
• Support teammates and foster a culture of diversity.
• Educate clients on technology to manage their investments.

Skills

Client acquisition

Relationship management

Financial market knowledge

Investment solutions delivery

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 in Denver, CO. This role requires at least 2 years of financial advisory experience, a valid Series 7 and 66 license, as well as a Life, Health and Long Term Care Insurance license. You will be responsible for building relationships with clients, delivering personalized investment solutions, and ensuring exceptional client experiences. The company offers a competitive salary and a wide range of benefits, including health care coverage and retirement savings plans.