Private Client Advisor: Wealth & Relationship Architect
Aumni
TwinThread is seeking a Private Client Advisor in San Ramon, CA to provide comprehensive financial planning and advice to a diverse clientele. This role involves building a book of business, delivering personalized investment solutions, and fostering strong client relationships. The ideal candidate will have at least 2 years of financial advisory experience, hold a Series 7 and 66 license, and be dedicated to achieving clients' financial goals. A competitive rewards package and ongoing professional development opportunities are provided. #J-18808-Ljbffr Aumni
Vacancy posted 3 days ago
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