Private Client Wealth Advisor — Holistic Planning

TwinThread; Monterey (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

TwinThread is seeking a Private Client Advisor in Monterey, California, to offer comprehensive financial planning and investment solutions to clients. You will support clients from various financial backgrounds, focusing on relationship management rather than portfolio management.

The ideal candidate will have at least 2 years of experience in a financial advisor role, possess necessary licenses, and demonstrate success in client acquisition and relationship building.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Recommended CFP certification is preferred.

Responsibilities

• Champion and support teammates' success and bank goals.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels available for investment management.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Bachelor’s degree

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 Monterey, California, to offer comprehensive financial planning and investment solutions to clients. You will support clients from various financial backgrounds, focusing on relationship management rather than portfolio management.

The ideal candidate will have at least 2 years of experience in a financial advisor role, possess necessary licenses, and demonstrate success in client acquisition and relationship building.