Strategic Wealth Private Client Advisor

Aumni; San Jose (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will offer tailored investment solutions while building a book of business and enhancing client relationships.

The ideal candidate has at least 2 years of experience in a Financial Advisor role, holds necessary licenses, and is passionate about impacting clients' financial education and technology use.

This role offers a competitive total rewards package, supporting your personal and professional growth.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability in client relationships and goals‑based planning.
• A valid and active Series 7 license is required.

Responsibilities

• Support teammates’ success and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology and channels.

Skills

Client acquisition

Relationship management

Financial advising

Investment solutions

Education

Bachelor’s degree preferred

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will offer tailored investment solutions while building a book of business and enhancing client relationships.

The ideal candidate has at least 2 years of experience in a Financial Advisor role, holds necessary licenses, and is passionate about impacting clients' financial education and technology use.

This role offers a competitive total rewards package, supporting your personal and professional growth.