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Strategic Wealth Private Client Advisor

Job in Whittier, Los Angeles County, California, 90607, USA
Listing for: TwinThread
Full Time position
Listed on 2026-05-28
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Twin Thread is seeking a Private Client Advisor in Whittier, California to provide comprehensive financial planning and advice. In this role, you will deliver personalized investment solutions and deepen client relationships, focusing on relationship management.

The ideal candidate has at least 2 years of experience as a Financial Advisor, holds the required licenses, and demonstrates a commitment to client-centric service. A competitive rewards package includes comprehensive health care coverage and wellness support.

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