Strategic Wealth Private Client Advisor

Aumni; Manhattan Beach (CA); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Job summary

TwinThread is looking for a Private Client Advisor in Manhattan Beach, California. In this role, you will provide comprehensive financial planning and advice to clients across various wealth levels, emphasizing relationship management over portfolio management. The role requires at least 2 years of experience as a Financial Advisor and necessary licenses (Series 7, Series 66, and insurance licenses). The company values diversity and offers a comprehensive rewards package, including health care coverage and retirement savings plans.

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

• Champion and support teammates’ success while fostering diversity.
• Build a book of business with personalized investment solutions.
• Educate clients on technology and investment management.

Skills

Client acquisition

Relationship management

Financial markets understanding

Technology education

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 is looking for a Private Client Advisor in Manhattan Beach, California. In this role, you will provide comprehensive financial planning and advice to clients across various wealth levels, emphasizing relationship management over portfolio management. The role requires at least 2 years of experience as a Financial Advisor and necessary licenses (Series 7, Series 66, and insurance licenses). The company values diversity and offers a comprehensive rewards package, including health care coverage and retirement savings plans.