Digital-First Private Client Advisor: Wealth & Relationships
Aumni
TwinThread is seeking a Private Client Advisor for the South Bay, CA market. The role demands a professional with at least 2 years of experience in financial advising, a strong emphasis on personalized investment solutions, and a focus on building client relationships rather than solely on portfolio management. Essential certifications include active Series 7 and Series 66 licenses and Life, Health, and Long Term Care Insurance license. A CFP certification and Bachelor's degree are preferred. The position supports a diverse and inclusive work culture. #J-18808-Ljbffr Aumni
Vacancy posted 4 days ago
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