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Financial Advisor / Consultant Wealth Management Financial Sales

Wealth Advisor - Holistic, Client-First Planning

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: Aumni
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
Twin Thread is seeking a Private Client Advisor in San Antonio, Texas. The role involves offering comprehensive financial planning to individuals and families, delivering personalized investment solutions, and building strong client relationships. Ideal candidates will have at least two years of financial advisory experience, with a valid Series 7 and Series 66 licenses. Strong knowledge of financial markets is essential, along with a commitment to diversity and a genuine interest in client education.

Competitive compensation and benefits are offered.
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