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Private Client Wealth Advisor

Job in Chula Vista, San Diego County, California, 91911, USA
Listing for: Aumni
Full Time position
Listed on 2026-09-25
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 120000 USD Yearly USD 70000.00 120000.00 YEAR
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.
We are seeking a motivated Private Client Wealth Advisor to join Aumni in CA, United States. Are you ready to take on the Private Client Wealth Advisor role at Aumni? We would love to welcome a new Private Client Wealth Advisor to our team in CA, United States. For the Private Client Wealth Advisor position at Aumni, we are reviewing applications now.
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