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Wealth Advisor Private Clients
Job in
Lewisville, Denton County, Texas, 75029, USA
Listed on 2026-06-22
Listing for:
TwinThread
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Twin Thread is seeking a Private Client Advisor to offer comprehensive financial advice and planning to individuals and families in Lewisville, Texas. Your role will focus on building strong relationships with clients while ensuring a deep understanding of their financial needs.
The ideal candidate will have at least 2 years of relevant experience and must hold a Series 7 and Series 66 license. The position offers a competitive total rewards package and a commitment to diversity and inclusion within the workplace.
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