Wealth Advisor: Build Relationships & Holistic Guidance
Aumni
TwinThread is seeking a Financial Advisor to champion teammate success and provide personalized investment solutions in New Berlin, Wisconsin. The ideal candidate will have at least 2 years in a Financial Advisor role and demonstrate success in client acquisition and relationship building. Required qualifications include valid Series 7 and Series 66 licenses, with preferred candidates holding a CFP certification and a Bachelor’s degree. The role offers a competitive rewards package and comprehensive health care coverage. #J-18808-Ljbffr
Vacancy posted 11 hours ago
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