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Private Wealth Advisor
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 Consultant, Financial Advisor
Job Description & How to Apply Below
Twin Thread is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients in Austin, Texas. You will cultivate client relationships, deliver personalized investment solutions, and support clients with their financial needs.
This role requires at least 2 years of experience in a financial advisory capacity and a valid Series 7 license. Candidates with a CFP certification or Bachelor's degree will be preferred.
You will benefit from a competitive rewards package and various employee benefits based on your eligibility.
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