Private Client Advisor: Holistic Wealth Planning

Aumni

TwinThread is seeking a Private Client Advisor to engage clients and offer personalized investment solutions. The ideal candidate has at least 2 years in a Financial Advisor role and a valid Series 7 license. Responsibilities include building client relationships and providing comprehensive financial planning. The position requires excellent leadership and integrity, along with a passion for technology to enhance client interactions. Compensation includes a competitive salary and benefits. #J-18808-Ljbffr Aumni

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Vacancy posted 3 days ago

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