Wealth Advisor - Holistic, Client-First Planning

Aumni

  • San Antonio, TX
  • Today
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    Skills

    • Compensation and Benefitsunmatched
    • Customer Relationsunmatched
    • Diversityunmatched
    • Financial Planningunmatched
    • Series 66unmatched
    • Series 7unmatched
    • Stock Marketunmatched

    Description

    TwinThread is seeking a Private Client Advisor in San Antonio, Texas. The role involves offering comprehensive financial planning to individuals and families, delivering personalized investment solutions, and building strong client relationships. Ideal candidates will have at least two years of financial advisory experience, with a valid Series 7 and Series 66 licenses. Strong knowledge of financial markets is essential, along with a commitment to diversity and a genuine interest in client education. Competitive compensation and benefits are offered.#J-18808-Ljbffr

    Numbers & Facts

    LocationSan Antonio, TX

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