Strategic Wealth Private Client Advisor

Aumni; Irvine (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Private Client Advisor in California to provide comprehensive financial planning and advice. The role emphasizes building client relationships and delivering personalized investment solutions to a diverse array of clients.

Candidates need at least 2 years in a Financial Advisor role, strong relationship management skills, and must maintain valid financial licenses. This position offers a comprehensive benefits package reflecting the company's commitment 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 relationship management.
• Valid licensure is required or must be obtained within 60 days.

Responsibilities

• Build and manage a book of business focused on personalized investment solutions.
• Foster a culture of diversity while supporting team success.
• Educate clients on investment technology and products.

Skills

Client acquisition

Financial planning

Relationship management

Knowledge of financial markets

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 California to provide comprehensive financial planning and advice. The role emphasizes building client relationships and delivering personalized investment solutions to a diverse array of clients.

Candidates need at least 2 years in a Financial Advisor role, strong relationship management skills, and must maintain valid financial licenses. This position offers a comprehensive benefits package reflecting the company's commitment to diversity and inclusion.