Lead Wealth Advisor for High-Net-Worth Clients

Threadline Wealth; Los Angeles (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

Threadline Wealth in Los Angeles seeks a Senior Wealth Advisor to lead a significant book of high-net-worth clients, delivering advanced wealth guidance and coordinating tailored financial strategies. As a senior member of the advisory team, you will mentor junior advisors, help expand the practice, and ensure outstanding client service and outcomes across complex planning and investment scenarios.

You will collaborate with internal specialists and external resources to maintain a premier client

Qualifications

• Proven ability to manage high-net-worth client relationships.
• Experience delivering complex wealth management advice.

Responsibilities

• Manage a significant book of high-net-worth and complex client relationships.
• Deliver sophisticated wealth management advice and navigate complex planning and investment situations.
• Develop other advisors and contribute to growth of Threadline Wealth.

Job description

Threadline Wealth in Los Angeles seeks a Senior Wealth Advisor to lead a significant book of high-net-worth clients, delivering advanced wealth guidance and coordinating tailored financial strategies. As a senior member of the advisory team, you will mentor junior advisors, help expand the practice, and ensure outstanding client service and outcomes across complex planning and investment scenarios.

You will collaborate with internal specialists and external resources to maintain a premier client