Wealth & Relationship Advisor, Digital Solutions

Twin Thread is seeking a Financial Advisor to deliver personalized investment solutions and foster strong client relationships. The ideal candidate will have at least 2 years of experience in financial services and necessary licenses such as Series 7 and Series 66. Responsibilities include supporting teammates and empowering clients through digital innovations. A Bachelor’s degree and CFP certification are preferred. This role emphasizes integrity, relationship management, and client education in financial markets.
The Wealth & Relationship Advisor, Digital Solutions role at Aumni is now open for applications in Fremont, CA, United States. If your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team. The position is based in Fremont, CA, United States. This opportunity is part of our work in Finance. The advertised compensation is 70..