Strategic Wealth Private Client Advisor
Aumni
TwinThread is seeking a Private Client Advisor to offer comprehensive financial planning and solutions. This role involves building strong client relationships and supporting their investment journeys with personalized advice. Suitable candidates will have at least 2 years of financial advisory experience and hold necessary licenses, including Series 7 and Series 66. Preferred qualifications include a CFP certification and a degree. The position values diversity and inclusion in the workplace. #J-18808-Ljbffr
Vacancy posted 23 hours ago
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