Strategic Wealth Private Client Advisor

Aumni; San Luis Obispo (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Private Client Advisor in San Luis Obispo to provide comprehensive financial planning and personalized investment solutions. The ideal candidate will have at least 2 years of experience in a Financial Advisor role and strong relationship management skills.

This position emphasizes a holistic view of client needs, requiring integrity, strong digital skills, and willingness to obtain necessary licenses. A competitive total rewards package is offered, including health care coverage, retirement savings, and financial coaching.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Able to obtain licenses within 60 days of employment.

Responsibilities

• Champion and support teammates' success and the goals of the bank.
• Build a book of business with personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Financial planning

Relationship management

Integrity and ethics

Digital confidence coaching

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Job description

TwinThread is seeking a Private Client Advisor in San Luis Obispo to provide comprehensive financial planning and personalized investment solutions. The ideal candidate will have at least 2 years of experience in a Financial Advisor role and strong relationship management skills.

This position emphasizes a holistic view of client needs, requiring integrity, strong digital skills, and willingness to obtain necessary licenses. A competitive total rewards package is offered, including health care coverage, retirement savings, and financial coaching.