Wealth Advisor - Holistic, Client-First Planning
Aumni
TwinThread in Bloomington, Indiana, is hiring a Private Client Advisor to provide comprehensive financial planning and advice. You'll support a variety of clients and enhance their investor experience by offering tailored investment solutions. Key requirements include at least 2 years of experience as a Financial Advisor and active licenses in securities and insurance. The role emphasizes relationship management and leveraging digital tools to improve client interactions. A competitive compensation package and benefits are included. #J-18808-Ljbffr
Vacancy posted 3 days ago
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