Private Client Wealth Advisor — Relationship-Driven Growth

Aumni; Los Angeles (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Private Client Advisor in Los Angeles, California. This role focuses on offering comprehensive financial planning and investment solutions to a diverse range of clients, ensuring an exceptional investor experience.

The successful candidate will have a deep understanding of financial markets, demonstrate unwavering integrity, and be committed to client education. A strong emphasis is placed on relationship management and embracing digital innovations to better serve clients.

Competitive compensation packages and benefits are offered to support a diverse workforce.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals‑based planning and advice.
• A valid and active Series 7, Series 66 (63/65), and Life, Health and Long Term Care Insurance license is required.

Responsibilities

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

Skills

Client acquisition

Relationship management

Financial planning

Knowledge 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 Los Angeles, California. This role focuses on offering comprehensive financial planning and investment solutions to a diverse range of clients, ensuring an exceptional investor experience.

The successful candidate will have a deep understanding of financial markets, demonstrate unwavering integrity, and be committed to client education. A strong emphasis is placed on relationship management and embracing digital innovations to better serve clients.

Competitive compensation packages and benefits are offered to support a diverse workforce.