Private Client Wealth Advisor
Aumni
TwinThread is seeking a Private Client Advisor in San Jose, California. In this role, you will provide comprehensive financial planning and advice to clients, ranging from beginners to high-net-worth individuals. Responsibilities include personalizing investment solutions based on strong relationship management skills and a deep understanding of financial markets. The role requires a valid Series 7 license, client acquisition success, and a commitment to goals-based financial advising. TwinThread values diversity and offers competitive rewards including salary, commission, and comprehensive health coverage. #J-18808-Ljbffr Aumni
Vacancy posted 2 days ago
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