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Wealth Advisor - Holistic, Client-First Planning
Job in
Arlington, Tarrant County, Texas, 76000, USA
Listed on 2026-06-18
Listing for:
Aumni
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Twin Thread is looking for a Private Client Advisor in Arlington, Texas. In this role, you will help clients with comprehensive financial planning and investment solutions tailored to their unique needs.
The ideal candidate will have at least 2 years of experience in financial advising, a valid Series 7 and 66 license, and a passion for educating clients. The company offers a supportive culture of diversity and opportunities for career advancement.
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