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Financial Advisor / Consultant Wealth Management

Strategic Wealth Private Client Advisor

Job in Manhattan Beach, Los Angeles County, California, 90266, 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 looking for a Private Client Advisor in Manhattan Beach, California. In this role, you will provide comprehensive financial planning and advice to clients across various wealth levels, emphasizing relationship management over portfolio management. The role requires at least 2 years of experience as a Financial Advisor and necessary licenses (Series 7, Series 66, and insurance licenses). The company values diversity and offers a comprehensive rewards package, including health care coverage and retirement savings plans.
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