Wealth & Relationship Advisor, Digital Solutions

Aumni; Fremont (CA); On-site; USD 70,000 - 120,000; Full time

Job summary

TwinThread is seeking a Financial Advisor to deliver personalized investment solutions and foster strong client relationships. The ideal candidate will have at least 2 years of experience in financial services and necessary licenses such as Series 7 and Series 66. Responsibilities include supporting teammates and empowering clients through digital innovations. A Bachelor’s degree and CFP certification are preferred. This role emphasizes integrity, relationship management, and client education in financial markets.

Qualifications

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

Responsibilities

• Champion and support teammates’ success and the goals of the bank.
• Build personalized investment solutions for clients.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Digital innovation

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Financial Advisor to deliver personalized investment solutions and foster strong client relationships. The ideal candidate will have at least 2 years of experience in financial services and necessary licenses such as Series 7 and Series 66. Responsibilities include supporting teammates and empowering clients through digital innovations. A Bachelor’s degree and CFP certification are preferred. This role emphasizes integrity, relationship management, and client education in financial markets.