Private Wealth Advisor
Aumni
TwinThread is seeking a Private Client Advisor based in Fountain Hills, Arizona. This role involves providing comprehensive financial planning and advice to clients of varying wealth. The ideal candidate will have at least 2 years of experience in a financial advisory position and possess necessary licenses such as Series 7 and Series 66. The position includes building client relationships, advocating for client needs, and educating them on investment technologies. A competitive rewards package and commitment to diversity are also offered. #J-18808-Ljbffr
Vacancy posted 14 hours ago
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