Private Client Advisor - Holistic Wealth & Digital Coaching
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-19
Listing for:
Aumni
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Sales
Job Description & How to Apply Below
Twin Thread is seeking a Financial Advisor in Madison, Wisconsin. The successful candidate will champion teammates’ success and deliver personalized investment solutions focused on client relationships. Candidates must have at least 2 years of financial services experience and hold necessary licenses including Series 7 and 66.
The role also emphasizes integrity, digital innovation, and a holistic approach to clients’ financial needs. Benefits include competitive salary and comprehensive health coverage.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×