Private Wealth Advisor: Build Lasting Client Relationships

Aumni

Las Vegas, NV

JOB DETAILS
SKILLS
Business Support, Customer Relations, English Language, Financial Planning, Mandarin Chinese Language, Multilingual, Relationship Management, Sales Management, Series 7
LOCATION
Las Vegas, NV
POSTED
2 days ago

TwinThread is seeking a Private Client Advisor in Las Vegas, NV, to provide comprehensive financial planning and investment solutions to a diverse client base. Candidates must possess at least 2 years of relevant experience along with required licenses such as Series 7 and Series 66. Strong relationship management and bilingual skills in English and Mandarin are essential. The role emphasizes building a personal book of business while supporting broader bank goals, with a focus on client education and digital innovation.#J-18808-Ljbffr

About the Company

A

Aumni