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Financial Advisor / Consultant Wealth Management

Private Client Wealth Advisor

Job in Bakersfield, Kern County, California, 93399, USA
Listing for: Aumni
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Twin Thread is seeking a Private Client Advisor in California to provide comprehensive financial planning and investment solutions to clients. This role emphasizes relationship management and requires at least 2 years of relevant experience. Candidates must have Series 7 and Series 66 licenses, with a strong focus on financial coaching. The position offers a competitive rewards package and promotes a culture of diversity and inclusion within the organization.
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