Private Client Advisor: Wealth & Relationship Architect
Aumni
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Benefits offered by this job
Job summary
TwinThread is seeking a Private Client Advisor in San Ramon, CA to provide comprehensive financial planning and advice to a diverse clientele. This role involves building a book of business, delivering personalized investment solutions, and fostering strong client relationships.
The ideal candidate will have at least 2 years of financial advisory experience, hold a Series 7 and 66 license, and be dedicated to achieving clients' financial goals. A competitive rewards package and ongoing professional development opportunities are provided.
Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition and maintaining client relationships.
- Commitment to goals-based planning and advice.
Responsibilities
- Build a book of business with personalized investment solutions.
- Demonstrate a deep understanding of financial markets.
- Provide holistic financial coaching beyond investments.
Skills
Education
Tools
Job description
TwinThread is seeking a Private Client Advisor in San Ramon, CA to provide comprehensive financial planning and advice to a diverse clientele. This role involves building a book of business, delivering personalized investment solutions, and fostering strong client relationships.
The ideal candidate will have at least 2 years of financial advisory experience, hold a Series 7 and 66 license, and be dedicated to achieving clients' financial goals. A competitive rewards package and ongoing professional development opportunities are provided.
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