Wealth Relationship Advisor

TwinThread; New York (NY); On-site; USD 80,000 - 120,000; 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 to offer comprehensive financial planning and advice to individuals and families. The successful candidate will need to build a book of business while demonstrating a deep understanding of financial markets.

This position requires at least 2 years in a Financial Advisor role and the ability to communicate fluently in both English and Russian. The company offers a competitive rewards package and a range of comprehensive benefits.

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Qualifications

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

Responsibilities

• Champion and support teammates’ success and bank goals.
• Build a book of business, delivering personalized investment solutions.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition

Relationship building

Financial planning

Bilingual (English and Russian)

Education

Certified Financial Planner (CFP®)

Bachelor’s degree

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. The successful candidate will need to build a book of business while demonstrating a deep understanding of financial markets.

This position requires at least 2 years in a Financial Advisor role and the ability to communicate fluently in both English and Russian. The company offers a competitive rewards package and a range of comprehensive benefits.

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