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Wealth Advisor - Holistic, Client-First Planning
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-05-26
Listing for:
TwinThread
Full Time
position Listed on 2026-05-26
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Twin Thread in Austin, Texas, seeks an experienced Private Client Advisor to provide comprehensive financial planning and advice to clients. Your expertise will cater to individuals and families at various wealth stages.
You will focus on client acquisition and retention, building strong relationships to deliver personalized investment solutions. A valid Series 7 and Series 66 licenses are required. The position includes a competitive rewards package and extensive employee benefits.
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