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Strategic Wealth Private Client Advisor
Job in
Fresno, Fresno County, California, 93650, USA
Listed on 2026-06-18
Listing for:
Aumni
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
Twin Thread is seeking a Private Client Advisor in Fresno, California. In this role, you'll provide comprehensive financial planning and tailored investment solutions, relying on your expertise in relationship management and client acquisition.
The ideal candidate will have at least 2 years of experience in a Financial Advisor role, possess necessary licenses, and demonstrate integrity along with a passion for client education and digital tools.
The position offers a competitive total rewards package including salary, commission, and comprehensive health care coverage.
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