Digital-First Private Client Advisor: Wealth & Relationships

Aumni; Torrance (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

TwinThread is seeking a Private Client Advisor for the South Bay, CA market. The role demands a professional with at least 2 years of experience in financial advising, a strong emphasis on personalized investment solutions, and a focus on building client relationships rather than solely on portfolio management. Essential certifications include active Series 7 and Series 66 licenses and Life, Health, and Long Term Care Insurance license. A CFP certification and Bachelor's degree are preferred. The position supports a diverse and inclusive work culture.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability to integrate with key partners and maintain client relationships.
• Willingness to obtain necessary licenses within 60 days of starting.

Responsibilities

• Build a book of business while focusing on relationship management.
• Educate clients on investment technology and channels.
• Provide comprehensive financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Goal-based planning

Integrity

Education

Valid and active Series 7 license

Valid and active Series 66 (or 63/65) license

Valid and active Life, Health and Long Term Care Insurance license

Certified Financial Planning (CFP) preferred

Bachelor’s degree preferred

Job description

TwinThread is seeking a Private Client Advisor for the South Bay, CA market. The role demands a professional with at least 2 years of experience in financial advising, a strong emphasis on personalized investment solutions, and a focus on building client relationships rather than solely on portfolio management. Essential certifications include active Series 7 and Series 66 licenses and Life, Health, and Long Term Care Insurance license. A CFP certification and Bachelor's degree are preferred. The position supports a diverse and inclusive work culture.