Private Wealth Advisor

Aumni

Charleston, WV

JOB DETAILS
SKILLS
Coaching, Diversity, Financial Planning, Health Plan, Sales Management, Series 7
LOCATION
Charleston, WV
POSTED
Today

TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will be responsible for delivering personalized investment solutions and developing client relationships while maintaining a strong commitment to diversity and inclusion.Qualified candidates must have at least 2 years of relevant experience and hold Series 7 and 66 licenses. The position offers a competitive benefits package including health care coverage and financial coaching.#J-18808-Ljbffr

About the Company

A

Aumni