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Strategic Wealth Private Client Advisor
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-07-06
Listing for:
Aumni
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Twin Thread is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will offer tailored investment solutions while building a book of business and enhancing client relationships.
The ideal candidate has at least 2 years of experience in a Financial Advisor role, holds necessary licenses, and is passionate about impacting clients' financial education and technology use.
This role offers a competitive total rewards package, supporting your personal and professional growth.
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