Strategic Wealth Private Client Advisor

Aumni; Gardena (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial planning and personalized investment solutions to a diverse client base.

The role requires a deep understanding of financial markets, relationship management, and the ability to educate clients about available technology and banking options. A minimum of 2 years in financial advisory roles and relevant licenses are essential. A competitive rewards package including salary, commission, and benefits is provided.

Qualifications

• At least 2 years experience as a Financial Advisor or in a similar role.
• Success in cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Offer comprehensive financial planning and advice.
• Build a book of business and deliver personalized investment solutions.
• Support teammates and foster a culture of diversity.

Skills

Client acquisition

Relationship management

Financial coaching

Digital innovation

Education

Bachelor’s degree

CFP certification

Tools

Series 7 license

Series 66 or 63/65 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial planning and personalized investment solutions to a diverse client base.

The role requires a deep understanding of financial markets, relationship management, and the ability to educate clients about available technology and banking options. A minimum of 2 years in financial advisory roles and relevant licenses are essential. A competitive rewards package including salary, commission, and benefits is provided.