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Holistic Private Client Advisor – Digital Wealth & Planning
Job in
Brighton, Livingston County, Michigan, 48116, USA
Listed on 2026-05-28
Listing for:
TwinThread
Full Time
position Listed on 2026-05-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Twin Thread, located in Brighton, Michigan, is hiring a Private Client Advisor responsible for comprehensive financial planning and personalized investment solutions. In this role, you will champion client relationships, ensure financial coaching, and emphasize integrity in all dealings.
The ideal candidate will have a minimum of 2 years in a financial advising position, with necessary licenses including Series 7 and Series 66. A Bachelor's degree and CFP certification are preferred. A competitive rewards package and diverse team culture await applicants.
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