Private Client Wealth Advisor
Aumni
TwinThread is seeking a Private Client Advisor in California to provide comprehensive financial planning and investment solutions to clients. This role emphasizes relationship management and requires at least 2 years of relevant experience. Candidates must have Series 7 and Series 66 licenses, with a strong focus on financial coaching. The position offers a competitive rewards package and promotes a culture of diversity and inclusion within the organization. #J-18808-Ljbffr Aumni
Vacancy posted 5 days ago
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