Wealth Advisor - Holistic, Client-First Planning
Aumni
TwinThread in Prosper, Texas is hiring a Private Client Advisor to deliver personalized financial planning and investment solutions. You will support various clients, from those starting to save to those with wealth. Responsibilities include championing team success, managing client relationships, and educating clients on digital tools. A valid Series 7 license and at least 2 years in a financial advisor role are essential for this position. Join TwinThread to make a significant impact in client lives while working in a diverse environment. #J-18808-Ljbffr Aumni
Vacancy posted 4 days ago
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