Strategic Wealth Private Client Advisor

Aumni; Irvine (CA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is looking for a Private Client Advisor to join their team in Irvine, California. In this role, you will provide comprehensive financial planning and advice to a diverse range of clients, supporting their investment needs and deepening relationships.

The ideal candidate will have at least 2 years in a Financial Advisor role, with necessary licenses including Series 7, and a commitment to excellence in client service. This position also offers a competitive total rewards package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammate success and goals of the bank.
• Deliver personalized investment solutions focusing on relationship management.
• Educate clients on technology for investment management.

Skills

Financial Advisor role experience

Client acquisition

Relationship management

Financial markets understanding

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is looking for a Private Client Advisor to join their team in Irvine, California. In this role, you will provide comprehensive financial planning and advice to a diverse range of clients, supporting their investment needs and deepening relationships.

The ideal candidate will have at least 2 years in a Financial Advisor role, with necessary licenses including Series 7, and a commitment to excellence in client service. This position also offers a competitive total rewards package.