Private Client Wealth Advisor

Aumni; California; On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor in California to provide comprehensive financial planning and investment solutions to clients. This role emphasizes relationship management and requires at least 2 years of relevant experience. Candidates must have Series 7 and Series 66 licenses, with a strong focus on financial coaching. The position offers a competitive rewards package and promotes a culture of diversity and inclusion within the organization.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.
• Provide clients with financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Private Client Advisor in California to provide comprehensive financial planning and investment solutions to clients. This role emphasizes relationship management and requires at least 2 years of relevant experience. Candidates must have Series 7 and Series 66 licenses, with a strong focus on financial coaching. The position offers a competitive rewards package and promotes a culture of diversity and inclusion within the organization.