Strategic Wealth Private Client Advisor

Aumni; Westminster (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is looking for a Private Client Advisor in Westminster, California. The role involves providing comprehensive financial planning and advice to clients, emphasizing relationship management and client acquisition. Successful candidates will demonstrate integrity and a passion for educating clients about their financial options.

With minimum two years of relevant experience and necessary licenses, this position offers competitive rewards including base salary and discretionary compensation. Join a diverse and inclusive workplace committed to employee success.

Qualifications

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

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Champion and support teammates’ success and goals of the bank.
• Deliver personalized investment solutions relying on relationship‑building skills.

Skills

Client acquisition

Relationship management

Financial coaching

Integrity

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License (or 63/65)

Life, Health and Long Term Care Insurance License

Job description

TwinThread is looking for a Private Client Advisor in Westminster, California. The role involves providing comprehensive financial planning and advice to clients, emphasizing relationship management and client acquisition. Successful candidates will demonstrate integrity and a passion for educating clients about their financial options.

With minimum two years of relevant experience and necessary licenses, this position offers competitive rewards including base salary and discretionary compensation. Join a diverse and inclusive workplace committed to employee success.