Strategic Wealth Private Client Advisor
Aumni
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. #J-18808-Ljbffr
Vacancy posted 1 day ago
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