Wealth Advisor - Holistic, Client-First Planning

Posted 11 days ago

aumniFort Worth (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

TwinThread is looking for a Private Client Advisor in Fort Worth, Texas. In this role, you'll be responsible for delivering personalized financial planning and advice to a diverse range of clients, while building strong relationships and offering informed investment solutions. Applicants should have at least 2 years of financial advising experience and be prepared to acquire necessary licenses. The position offers competitive rewards and a strong commitment to diversity and inclusion. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.