Digital-First Private Wealth Advisor

TwinThread LLC

Madison, WI

JOB DETAILS
SKILLS
Customer Acquisition, Customer Relations, Customer Relationship Management (CRM), Financial Planning, Healthcare, Series 7, Tuition Reimbursement
LOCATION
Madison, WI
POSTED
Today

TwinThread is seeking a Financial Advisor in Wisconsin to build client relationships and deliver personalized investment solutions. The ideal candidate will have at least 2 years of experience, a valid Series 7 license, and a demonstrated ability in client acquisition and relationship management. The position offers a competitive salary, commission opportunities, and comprehensive benefits including healthcare, retirement plans, and tuition reimbursement.#J-18808-Ljbffr

About the Company

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TwinThread LLC