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Wealth Advisor: Build Relationships & Holistic Guidance
Job in
Edina, Hennepin County, Minnesota, USA
Listed on 2026-05-28
Listing for:
TwinThread
Full Time
position Listed on 2026-05-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales
Job Description & How to Apply Below
Twin Thread is seeking a dedicated Financial Advisor to build strong relationships by providing personalized investment solutions. Candidates should possess at least 2 years of relevant experience and hold Series 7 and Series 66 licenses. The role focuses on client acquisition through effective financial coaching while embracing digital innovations.
We offer a competitive compensation package including health benefits, retirement plans, and incentives. Additionally, applicants should demonstrate integrity and a commitment to diversity within the workplace.
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