Private Client Advisor, Mandarin-English, Wealth Management
Aumni
TwinThread is seeking a Private Client Advisor in Phoenix, Arizona. This role involves delivering personalized investment solutions and financial planning to individuals and families. Candidates should have at least 2 years of experience in a Financial Advisor role and must be bilingual in English and Mandarin. A valid Series 7 and Life Insurance license required. The position emphasizes relationship management and providing clients with a comprehensive view of their financial needs, alongside embracing digital innovations. #J-18808-Ljbffr Aumni
Vacancy posted 3 days ago
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