Private Client Wealth Advisor — Holistic Planning

TwinThread; Los Angeles (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

TwinThread is seeking a Private Client Advisor in Los Angeles, California, who will provide comprehensive financial planning and advice. This role includes supporting clients from various backgrounds and enhancing their investor experience through personalized solutions.

Key responsibilities include managing client relationships and delivering tailored investment strategies, while essential qualifications include relevant financial licenses and experience in financial advisory. Join a team committed to diversity and inclusion.

Qualifications

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

Responsibilities

• Champion and support teammates’ success.
• Build a book of business with personalized investment solutions.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Understanding of financial markets

Digital banking skills

Education

Bachelor’s degree

Certified Financial Planning (CFP)

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 Los Angeles, California, who will provide comprehensive financial planning and advice. This role includes supporting clients from various backgrounds and enhancing their investor experience through personalized solutions.

Key responsibilities include managing client relationships and delivering tailored investment strategies, while essential qualifications include relevant financial licenses and experience in financial advisory. Join a team committed to diversity and inclusion.