Wealth Advisor - Holistic, Client-First Planning

Aumni

TwinThread is seeking a Private Client Advisor in San Antonio, Texas. The role involves offering comprehensive financial planning to individuals and families, delivering personalized investment solutions, and building strong client relationships. Ideal candidates will have at least two years of financial advisory experience, with a valid Series 7 and Series 66 licenses. Strong knowledge of financial markets is essential, along with a commitment to diversity and a genuine interest in client education. Competitive compensation and benefits are offered. #J-18808-Ljbffr

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Vacancy posted 4 days ago

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Wealth Advisor - Holistic, Client-First Planning
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