Wealth Management Private Client Advisor

Aumni; Avon (CT); On-site; USD 42,768 - 52,272; Full time

Job summary

TwinThread in Avon, CT is seeking a Private Client Advisor to deliver personalized investment solutions and provide comprehensive financial planning.

The role requires a minimum of 2 years in financial advisory and strong relationship management skills. The successful candidate will focus on clients’ needs and help them navigate their financial goals.

This is an equal opportunity position aimed at fostering diversity and inclusion in the workplace.

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 and deliver personalized investment solutions.
• Demonstrate integrity by doing right by clients.
• Educate clients on technology for managing investments.

Skills

Client acquisition

Investment solutions

Relationship management

Financial coaching

Knowledge of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 or equivalent

Job description

TwinThread in Avon, CT is seeking a Private Client Advisor to deliver personalized investment solutions and provide comprehensive financial planning.

The role requires a minimum of 2 years in financial advisory and strong relationship management skills. The successful candidate will focus on clients’ needs and help them navigate their financial goals.

This is an equal opportunity position aimed at fostering diversity and inclusion in the workplace.