Wealth & Relationship Advisor, Digital Solutions

Aumni

  • Fremont, CA
  • 4 days ago

    Highlights

    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.

    Numbers & Facts

    LocationFremont, CA

    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

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