Wealth Advisor - Holistic, Client-First Planning
Aumni
TwinThread in Henderson, Nevada is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment solutions for clients. This role is centered on building and maintaining long-lasting client relationships, requiring at least 2 years of experience in financial advisory. Candidates must hold a Series 7 license and a Series 66 license (or complete within 60 days). The ideal candidate will also demonstrate customer-focused integrity and passion for educating clients, driving their success through personalized advice and innovative digital tools. #J-18808-Ljbffr
Vacancy posted 3 days ago
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