Strategic Wealth Private Client Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
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.
We would love to welcome a new Strategic Wealth Private Client Advisor to our team in San Jose, CA, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in San Jose, CA, United States.
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