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Private Wealth Advisor & Client Partner

Job in Woodridge, DuPage County, Illinois, 60517, USA
Listing for: Aumni
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Job Description & How to Apply Below
Twin Thread is hiring for the position of Private Client Advisor in Woodridge, IL. The ideal candidate will have at least 2 years of experience in financial advising, showcasing skills in client acquisition and relationship management. The role involves delivering personalized investment solutions, supporting clients in their financial journey, and requires valid Series 7 and 66 licenses. A Bachelor's degree and CFP certification are preferred.

This position offers competitive salary and benefits in a supportive environment focused on diversity and inclusion.
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