Wealth & Relationship Advisor, Digital Solutions

Aumni

Fremont, CA

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Customer Relations, Customer Relationship Management (CRM), Financial Planning, Financial Services, Investment Services, Series 7, Stock Market
LOCATION
Fremont, CA
POSTED
1 day ago

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

About the Company

A

Aumni