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Financial Advisor Financial Consultant Wealth Management

Wealth Advisor - Holistic, Client-First Planning

Job in Bloomington, Monroe County, Indiana, 47401, USA
Listing for: TwinThread
Full Time position
Listed on 2026-05-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Twin Thread in Bloomington, Indiana, is hiring a Private Client Advisor to provide comprehensive financial planning and advice. You'll support a variety of clients and enhance their investor experience by offering tailored investment solutions. Key requirements include at least 2 years of experience as a Financial Advisor and active licenses in securities and insurance. The role emphasizes relationship management and leveraging digital tools to improve client interactions.

A competitive compensation package and benefits are included.
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