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Strategic Wealth Private Client Advisor

Job in Westminster, Orange County, California, 92684, USA
Listing for: Aumni
Full Time position
Listed on 2026-05-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
  • Sales
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
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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