Private Client Advisor: Wealth Planning & Digital Growth

Aumni; Turlock (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is looking for a Private Client Advisor in Turlock, California. In this role, you will deliver comprehensive financial solutions while fostering relationships with clients. You will need at least 2 years of experience in a financial advisor role and valid Series 7 and Series 66 licenses. The company offers competitive compensation and a robust benefits package, including health coverage, retirement plans, and mental health support.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid Series 7 and Series 66 licenses required within 60 days.

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Educate clients on technology for better investment management.
• Provide holistic financial coaching.

Skills

Client Acquisition

Relationship Management

Financial Planning

Digital Innovations

Education

Bachelor's degree

Certified Financial Planning (CFP)

Job description

TwinThread is looking for a Private Client Advisor in Turlock, California. In this role, you will deliver comprehensive financial solutions while fostering relationships with clients. You will need at least 2 years of experience in a financial advisor role and valid Series 7 and Series 66 licenses. The company offers competitive compensation and a robust benefits package, including health coverage, retirement plans, and mental health support.