Strategic Wealth Private Client Advisor

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

Benefits offered by this job

Comprehensive health care coverage

Backup childcare

Tuition reimbursement

Job summary

TwinThread is seeking a Private Client Advisor in Whittier, California to provide comprehensive financial planning and advice. In this role, you will deliver personalized investment solutions and deepen client relationships, focusing on relationship management.

The ideal candidate has at least 2 years of experience as a Financial Advisor, holds the required licenses, and demonstrates a commitment to client-centric service. A competitive rewards package includes comprehensive health care coverage and wellness support.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Must obtain Series 66 and Insurance licenses within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and available channels.
• Provide holistic insights into clients’ financial needs.

Skills

Client acquisition

Relationship management

Financial coaching

Investment solutions

Financial market knowledge

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 seeking a Private Client Advisor in Whittier, California to provide comprehensive financial planning and advice. In this role, you will deliver personalized investment solutions and deepen client relationships, focusing on relationship management.

The ideal candidate has at least 2 years of experience as a Financial Advisor, holds the required licenses, and demonstrates a commitment to client-centric service. A competitive rewards package includes comprehensive health care coverage and wellness support.