Strategic Wealth Private Client Advisor
Aumni
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Benefits offered by this job
Job summary
TwinThread is seeking a Private Client Advisor in Fresno, California. In this role, you'll provide comprehensive financial planning and tailored investment solutions, relying on your expertise in relationship management and client acquisition.
The ideal candidate will have at least 2 years of experience in a Financial Advisor role, possess necessary licenses, and demonstrate integrity along with a passion for client education and digital tools.
The position offers a competitive total rewards package including salary, commission, and comprehensive health care coverage.
Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition and relationship maintenance.
- Commitment to goals‑based planning and advice.
Responsibilities
- Champion teammates’ success and foster diversity culture.
- Build a book of business with personalized investment solutions.
- Educate clients on financial technology and available channels.
Skills
Education
Tools
Job description
TwinThread is seeking a Private Client Advisor in Fresno, California. In this role, you'll provide comprehensive financial planning and tailored investment solutions, relying on your expertise in relationship management and client acquisition.
The ideal candidate will have at least 2 years of experience in a Financial Advisor role, possess necessary licenses, and demonstrate integrity along with a passion for client education and digital tools.
The position offers a competitive total rewards package including salary, commission, and comprehensive health care coverage.
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