Wealth Advisor - Holistic, Client-First Planning
TwinThread
TwinThread is seeking a dedicated Private Client Advisor to offer comprehensive financial planning and tailored investment solutions. This role involves building client relationships and delivering personalized services to both individuals and families. The ideal candidate will have a minimum of 2 years in a financial advisory role, along with relevant certifications such as Series 7 and 66. Join us in an environment that values diversity and excels in client service! #J-18808-Ljbffr TwinThread
Vacancy posted 2 days ago
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