Private Client Advisor: Wealth & Relationship Architect
Job in
San Ramon, Contra Costa County, California, 94583, USA
Listed on 2026-06-28
Listing for:
Aumni
Full Time
position Listed on 2026-06-28
Job specializations:
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Finance & Banking
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Sales
Job Description & How to Apply Below
Twin Thread is seeking a Private Client Advisor in San Ramon, CA to provide comprehensive financial planning and advice to a diverse clientele. This role involves building a book of business, delivering personalized investment solutions, and fostering strong client relationships.
The ideal candidate will have at least 2 years of financial advisory experience, hold a Series 7 and 66 license, and be dedicated to achieving clients' financial goals. A competitive rewards package and ongoing professional development opportunities are provided.
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