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Wealth Advisor - Holistic, Client-First Planning
Job in
Oak Brook, DuPage County, Illinois, 60523, USA
Listed on 2026-05-28
Listing for:
TwinThread
Full Time
position Listed on 2026-05-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Twin Thread is seeking a Private Client Advisor in Oak Brook, Illinois, to offer comprehensive financial planning and investment solutions. This role will focus on building relationships, providing exceptional service and advice to meet clients' financial needs.
The ideal candidate will have at least 2 years of experience in financial advisory, with valid Series 7 and Series 66 licenses. The position offers a competitive rewards package and a commitment to diversity and inclusion.
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