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Wealth Advisor - Holistic, Client-First Planning

Job in Saint George, Washington County, Utah, 84770, USA
Listing for: TwinThread
Full Time position
Listed on 2026-05-28
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Twin Thread is seeking a Private Client Advisor in Saint George, Utah, to provide comprehensive financial planning and advice. In this role, you'll develop personalized investment solutions while building lasting client relationships. Candidates should have at least 2 years in a relevant financial advisor role and possess required licenses including Series 7 and 66. This position emphasizes a commitment to diversity and aims to enhance client financial experiences through personalized commitments and digital innovations.
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