Wealth Advisor - Holistic, Client-First Planning
TwinThread
TwinThread is looking for a Private Client Advisor to join their team in Troy, MI. This role involves offering comprehensive financial planning and personalized investment solutions to clients. Ideal candidates should have at least 2 years of experience in a Financial Advisor role, along with valid Series 7 and 66 licenses. A Bachelor’s degree and CFP certification are preferred. The position emphasizes relationship management and providing holistic financial coaching. Attractive benefits and a competitive compensation package are offered. #J-18808-Ljbffr TwinThread
Vacancy posted 1 day ago
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