More jobs:
Wealth Advisor Private Clients
Job in
Richmond, Madison County, Kentucky, 40476, USA
Listed on 2026-06-21
Listing for:
TwinThread
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Twin Thread is looking for a Private Client Advisor based in Kentucky to offer comprehensive financial planning and advice to individuals and families. The ideal candidate will build strong client relationships, deliver personalized investment solutions, and possess deep knowledge of financial markets.
This role emphasizes integrity and client education, aiming to empower clients with the tools and knowledge needed for effective investment management. Strong qualifications include a valid Series 7 license, a commitment to financial advising, and a customer-centric approach.
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