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Wealth Management Financial Advisor / Consultant Portfolio & Asset Management Financial Sales

Wealth Advisor - Holistic, Client-First Planning

Job in Bloomington, Monroe County, Indiana, 47401, USA

Listing for: Aumni

Full Time position
Listed on 2026-10-07

Job specializations:

Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales

Salary/Wage Range or Industry Benchmark: 60000 - 120000 USD Yearly USD 60000.00 120000.00 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.
We have an opening for a Wealth Advisor - Holistic, Client-First Planning in Bloomington, IN, United States within Finance. Please review the full job details above before applying. If your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team. The position is based in Bloomington, IN, United States.

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