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TwinThread

Lewisville / Global

Wealth Advisor for Private Clients

  • $60.000 - $100.000

Job Summary

Salary Range:
$60.000 - $100.000
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Job Description

TwinThread is seeking a Private Client Advisor to offer comprehensive financial advice and planning to individuals and families in Lewisville, Texas. Your role will focus on building strong relationships with clients while ensuring a deep understanding of their financial needs.

The ideal candidate will have at least 2 years of relevant experience and must hold a Series 7 and Series 66 license. The position offers a competitive total rewards package and a commitment to diversity and inclusion within the workplace.

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