Wealth Advisor: Build Relationships & Digital Investing

TwinThread is seeking a Private Client Advisor in New York, NY, to provide comprehensive financial planning and advice to individuals and families. You will build strong client relationships, offer tailored investment solutions, and navigate a diverse array of client needs. With at least 2 years of financial services experience and required licenses, this role demands a commitment to client success, integrity, and education. Bilingual in English and Hebrew is essential for this position. #J-18808-Ljbffr Aumni