Private Client Advisor: Wealth Management Coach

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

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

TwinThread is looking for a Private Client Advisor in California. This role involves offering comprehensive financial planning and providing exceptional investor experiences through personalized solutions and strong client relationships.

The ideal candidate will have at least two years of financial advising experience, the necessary licenses, and a passion for educating clients. The position emphasizes building client trust and embracing digital innovations.

Competitive rewards package includes salary, commission, and comprehensive health benefits alongside retirement savings plans.

Qualifications

• At least 2 years of experience in a Financial Advisor role or equivalent.
• 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.
• Champion and support teammates’ success and diversity goals.
• Educate clients on technology and financial tools available to them.

Skills

Client acquisition

Relationship management

Financial planning

Knowledge of financial markets

Digital banking solutions

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Series 7 License

Series 66 (or 63/65) License

Life, Health and Long Term Care Insurance License

Job description

TwinThread is looking for a Private Client Advisor in California. This role involves offering comprehensive financial planning and providing exceptional investor experiences through personalized solutions and strong client relationships.

The ideal candidate will have at least two years of financial advising experience, the necessary licenses, and a passion for educating clients. The position emphasizes building client trust and embracing digital innovations.

Competitive rewards package includes salary, commission, and comprehensive health benefits alongside retirement savings plans.