Private Client Wealth Advisor

Aumni; San Jose (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Job summary

TwinThread is seeking a Private Client Advisor in San Jose, California. In this role, you will provide comprehensive financial planning and advice to clients, ranging from beginners to high-net-worth individuals. Responsibilities include personalizing investment solutions based on strong relationship management skills and a deep understanding of financial markets. The role requires a valid Series 7 license, client acquisition success, and a commitment to goals-based financial advising. TwinThread values diversity and offers competitive rewards including salary, commission, and comprehensive health coverage.

Qualifications

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

Responsibilities

• Champion teammates’ success and bank goals while fostering diversity.
• Build a book of business with personalized investment solutions.
• Demonstrate understanding of financial markets and business judgement.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Digital innovation

Education

Bachelor’s degree

Tools

Series 7 license

Series 66/63/65 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Private Client Advisor in San Jose, California. In this role, you will provide comprehensive financial planning and advice to clients, ranging from beginners to high-net-worth individuals. Responsibilities include personalizing investment solutions based on strong relationship management skills and a deep understanding of financial markets. The role requires a valid Series 7 license, client acquisition success, and a commitment to goals-based financial advising. TwinThread values diversity and offers competitive rewards including salary, commission, and comprehensive health coverage.