More jobs:
Wealth Planning & Private Client Advisor
Job in
Marietta, Cobb County, Georgia, 30064, USA
Listed on 2026-06-21
Listing for:
TwinThread
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Twin Thread, located in Marietta, Georgia, is seeking a Private Client Advisor to deliver personalized investment solutions and financial planning to clients. The ideal candidate has 2+ years of financial advisory experience and strong relationship management skills.
In this role, you will be responsible for providing a holistic view of clients’ needs, supporting their investment strategies, and educating them about the technology available to them. Competitive benefits include health care coverage and retirement savings.
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