Private Client Wealth Advisor

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

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread in Millbrae, California is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. The role requires strong client management skills and a deep understanding of financial markets. Candidates must have at least 2 years in a financial advising role and relevant licenses.

We offer a competitive salary, commission-based pay, comprehensive benefits including health care coverage, and opportunities for professional growth within a diverse environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 license is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when and how they want.

Skills

Client acquisition

Relationship management

Financial advising

Understanding of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Financial software

Job description

TwinThread in Millbrae, California is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. The role requires strong client management skills and a deep understanding of financial markets. Candidates must have at least 2 years in a financial advising role and relevant licenses.

We offer a competitive salary, commission-based pay, comprehensive benefits including health care coverage, and opportunities for professional growth within a diverse environment.