Wealth Advisor - Holistic, Client-First Planning
Aumni
TwinThread is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning to clients in Wisconsin. The role requires a valid Series 7 and Series 66 license as well as a strong background in client relationships and financial advisory. Candidates should possess at least two years of experience in a related role, demonstrating expertise in building and maintaining client connections. We offer a competitive salary and benefits to support our team's needs. #J-18808-Ljbffr
Vacancy posted 4 days ago
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