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Private Client Wealth Associate Investments
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-07-06
Listing for:
Aumni
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Twin Thread in San Antonio, Texas, is seeking a candidate to support Advisors with operational requests, build client relationships, and manage account reviews. Applicants must hold a valid Series 7, and Series 66 must be obtained within 60 days. The role offers a competitive salary and a range of benefits including health care, wellness programs, and tuition reimbursement. Twin Thread values diversity and is committed to equal opportunity in the workplace.
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Position Requirements
10+ Years
work experience
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