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Financial Consultant Wealth Management Financial Advisor

Private Client Advisor - Holistic Wealth & Digital Guidance

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Aumni
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Twin Thread is seeking a dedicated Financial Advisor in Madison, Wisconsin to foster client relationships and deliver tailored investment solutions. Candidates must have at least 2 years of experience in financial services, an active Series 7 and Series 66 licenses, with a preference for CFP certification and a relevant bachelor's degree. The role emphasizes integrity, client education, and relationship management while offering a competitive salary and comprehensive benefits package including health care, mental health support, and financial coaching.
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