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Private Wealth Advisor
Job in
Wheeling, Ohio County, West Virginia, 26003, USA
Listed on 2026-05-31
Listing for:
TwinThread
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Twin Thread is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will be responsible for delivering personalized investment solutions and developing client relationships while maintaining a strong commitment to diversity and inclusion.
Qualified candidates must have at least 2 years of relevant experience and hold Series 7 and 66 licenses. The position offers a competitive benefits package including health care coverage and financial coaching.
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