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Financial Consultant Financial Advisor

Holistic Private Client Advisor – Digital Wealth & Planning

Job in Foley, Baldwin County, Alabama, 36536, USA
Listing for: TwinThread
Full Time position
Listed on 2026-05-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
Twin Thread, located in Foley, Alabama, is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to clients. The role emphasizes building strong relationships and offering personalized investment solutions, ensuring clients are educated and confident in their financial decisions. Candidates should have at least 2 years of experience as a Financial Advisor and hold relevant licenses such as Series 7 and Series 66.

The position values diversity and inclusion within its workforce, offering a competitive total rewards package including health benefits and retirement plans.
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