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Wealth Advisor - Holistic, Client-First Planning

Aumni

TwinThread is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to clients. You'll support individuals and families, providing personalized investment solutions while building strong relationships. Ideal candidates will have a strong background in financial services, client acquisition, and investment markets. The role demands integrity and a passion for educating clients about their financial decisions. This is an excellent opportunity in Lansing, Michigan, with competitive compensation including base salary and incentives. #J-18808-Ljbffr

Vacancy posted 4 days ago
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