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Digital-First Private Wealth Advisor
Job in
Bensalem, Bucks County, Pennsylvania, 19020, USA
Listed on 2026-07-08
Listing for:
Aumni
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Twin Thread is seeking a Financial Advisor in Pennsylvania to champion client success and provide personalized investment solutions. Candidates should have at least 2 years of experience in a financial advisory role. This position requires a Series 7 and Series 66 (or the ability to obtain them within 60 days). A CFP certification and bachelor's degree are preferred. The role offers a competitive rewards package, including salary, commissions, and comprehensive health benefits.
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