Holistic Private Client Advisor - Digital Wealth & Planning
Aumni
TwinThread is seeking a Private Client Advisor in New York to deliver personalized investment solutions while fostering a culture of diversity. The role requires building strong client relationships, understanding financial markets, and providing comprehensive financial advice. Candidates should have a minimum of 2 years in financial advisory roles, possess relevant licenses including Series 7, Series 66, and a commitment to continuous learning. This position offers competitive compensation and benefits to support employee well-being and development. #J-18808-Ljbffr
Vacancy posted 8 hours ago
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