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Digital-First Private Wealth Advisor
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-06-02
Listing for:
TwinThread
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Twin Thread in Naples, Florida is looking for a Financial Advisor to build a book of business and deliver personalized investment solutions. The role involves championing teammates, understanding financial markets, and educating clients about technology for investments.
Applicants should have at least 2 years of experience in financial services, a valid Series 7, and a Series 66 license. A Bachelor’s degree and CFP certification are preferred, along with a strong commitment to client success.
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