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Strategic Wealth Private Client Advisor
Job in
Westminster, Orange County, California, 92684, USA
Listed on 2026-05-30
Listing for:
Aumni
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance -
Sales
Banking & Finance
Job Description & How to Apply Below
Twin Thread is looking for a Private Client Advisor in Westminster, California. The role involves providing comprehensive financial planning and advice to clients, emphasizing relationship management and client acquisition. Successful candidates will demonstrate integrity and a passion for educating clients about their financial options.
With minimum two years of relevant experience and necessary licenses, this position offers competitive rewards including base salary and discretionary compensation. Join a diverse and inclusive workplace committed to employee success.
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