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Private Client Advisor: Digital Wealth & Holistic Guidance
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-07-06
Listing for:
Aumni
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Twin Thread is seeking a Financial Advisor in Madison, Wisconsin, responsible for building client relationships and providing personalized investment solutions. Candidates must demonstrate credibility through licensing and at least two years in financial services. The position emphasizes digital innovation and comprehensive care for client needs.
We offer a competitive total rewards package, including health care, mental health support, and a retirement savings plan.
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