Job Details

TwinThread is seeking a Private Client Advisor in San Luis Obispo to provide comprehensive financial planning and personalized investment solutions. The ideal candidate will have at least 2 years of experience in a Financial Advisor role and strong relationship management skills.This position emphasizes a holistic view of client needs, requiring integrity, strong digital skills, and willingness to obtain necessary licenses. A competitive total rewards package is offered, including health care coverage, retirement savings, and financial coaching.#J-18808-Ljbffr