×
Register Here to Apply for Jobs or Post Jobs. X

Digital-First Private Client Advisor: Wealth & Relationships

Job in Torrance, Los Angeles County, California, 90504, 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 seeking a Private Client Advisor for the South Bay, CA market. The role demands a professional with at least 2 years of experience in financial advising, a strong emphasis on personalized investment solutions, and a focus on building client relationships rather than solely on portfolio management. Essential certifications include active Series 7 and Series 66 licenses and Life, Health, and Long Term Care Insurance license.

A CFP certification and Bachelor's degree are preferred. The position supports a diverse and inclusive work culture.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary