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Private Client Advisor - Holistic Wealth & Digital Coaching
Job in
Lake Zurich, Lake County, Illinois, 60047, USA
Listed on 2026-05-21
Listing for:
TwinThread
Full Time
position Listed on 2026-05-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Twin Thread is seeking a Financial Advisor located in Lake Zurich, IL. The ideal candidate will champion client success while navigating financial markets, delivering personalized investment solutions and providing comprehensive financial coaching.
We value integrity and commitment; applicants should hold valid Series 7 and Series 66 licenses and have a track record in client acquisition and relationship management. A competitive rewards package, including health care and wellness benefits, will be offered.
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