CFO Advisor Joseph Michaels International
San Jose, CA11 days ago
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Skills
- Certified Financial Planner (CFP)unmatched
- Customer Relationsunmatched
- Customer Relationship Management (CRM)unmatched
- Financial Planningunmatched
- Financial Servicesunmatched
- Investment Servicesunmatched
- Series 7unmatched
- Stock Marketunmatched
Description
TwinThread is seeking a Financial Advisor to deliver personalized investment solutions and foster strong client relationships. The ideal candidate will have at least 2 years of experience in financial services and necessary licenses such as Series 7 and Series 66. Responsibilities include supporting teammates and empowering clients through digital innovations. A Bachelor's degree and CFP certification are preferred. This role emphasizes integrity, relationship management, and client education in financial markets.#J-18808-Ljbffr
Numbers & Facts
| Location | Fremont, CA |
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