Private Client Advisor: Grow Relationships & Guide Digital Wealth

Aumni; Sacramento (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

TwinThread seeks a Private Client Advisor to provide comprehensive financial planning and advice in Sacramento and Elk Grove, CA. Your role will focus on building client relationships and providing tailored investment solutions.

The ideal candidate will have over 2 years of experience as a financial advisor, holding necessary licenses including Series 7 and 66. A Bachelor’s degree is preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on investment technology and channels.
• Provide holistic financial coaching beyond just investments.

Skills

Client acquisition

Relationship management

Financial markets understanding

Holistic financial coaching

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

TwinThread seeks a Private Client Advisor to provide comprehensive financial planning and advice in Sacramento and Elk Grove, CA. Your role will focus on building client relationships and providing tailored investment solutions.

The ideal candidate will have over 2 years of experience as a financial advisor, holding necessary licenses including Series 7 and 66. A Bachelor’s degree is preferred.