Wealth Advisor Private Clients
Job in
Traverse City, Grand Traverse County, Michigan, 49685, USA
Listed on 2026-06-17
Listing for:
TwinThread
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Twin Thread is seeking a Private Client Advisor in Traverse City, Michigan. This role involves providing comprehensive financial planning and advice to individuals and families. The candidate should possess strong relationship management skills and be adept at educating clients on digital tools to manage their investments.
The ideal applicant will have at least 2 years of experience in financial services and relevant licenses. A competitive rewards package including healthcare and retirement savings is offered.
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