Wealth Advisor - Holistic, Client-First Planning
Job in
Lansing, Ingham County, Michigan, 48900, USA
Listed on 2026-07-04
Listing for:
Aumni
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Twin Thread is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to clients. You'll support individuals and families, providing personalized investment solutions while building strong relationships. Ideal candidates will have a strong background in financial services, client acquisition, and investment markets.
The role demands integrity and a passion for educating clients about their financial decisions. This is an excellent opportunity in Lansing, Michigan, with competitive compensation including base salary and incentives.
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