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Wealth Advisor - Holistic, Client-First Planning

TwinThread

TwinThread is seeking a Private Client Advisor in Dallas, Texas. The role involves building a book of business and delivering tailored financial solutions to clients while focusing on relationship management. Candidates should have at least 2 years of experience as a Financial Advisor and possess relevant licenses, including Series 7 and Series 66. Comprehensive benefits, including health care and financial coaching, are provided as part of the competitive rewards package. #J-18808-Ljbffr TwinThread

Vacancy posted 3 days ago
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