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Financial Consultant Financial Advisor

Strategic Wealth Private Client Advisor

Job in Cypress, Orange County, California, 90630, USA
Listing for: TwinThread
Full Time position
Listed on 2026-05-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 120000 USD Yearly USD 80000.00 120000.00 YEAR
Job Description & How to Apply Below
Twin Thread is seeking a Private Client Advisor to offer comprehensive financial planning and solutions. This role involves building strong client relationships and supporting their investment journeys with personalized advice. Suitable candidates will have at least 2 years of financial advisory experience and hold necessary licenses, including Series 7 and Series 66. Preferred qualifications include a CFP certification and a degree.

The position values diversity and inclusion in the workplace.
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