Senior Associate Advisor | Wealth Management

Valid8 Financial, Inc.; California (MO); Hybrid; USD 80,000 - 144,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Professional development opportunities

Discretionary bonus

Job summary

Threadline Wealth, an independent SEC-registered investment adviser, seeks a Senior Associate Advisor to deliver wealth management and financial planning to clients. You will collaborate with Wealth Advisors to drive planning, implementation, and client experience, owning execution and guiding junior staff.

This role advances toward Wealth Advisor, requiring strong technical foundation, judgment, client presence, leadership, and networking.

Qualifications

• Bachelor's degree in Finance, Business, or related field preferred.
• 3+ years of wealth management, financial planning, or investment advisory experience required.
• Experience in an RIA, public accounting, family office, or professional services environment preferred.
• CFP® certification or progress toward CFP® certification strongly preferred; certification required before advancement.

Responsibilities

• Complete complex financial planning analyses and plan preparation independently with limited rework.
• Develop initial planning recommendations for routine and moderately complex client situations and refine with Wealth Advisors.
• Incorporate proactive planning across investments, retirement, tax, estate planning, and risk management.

Skills

Wealth management

Financial planning

Client relationships

Project management

Communication skills

Leadership potential

Education

Bachelor's degree in Finance

Tools

MoneyGuide

eMoney

Tamarac

Job description

Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with a highly personalized client experience.

We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.

Role Summary

The Senior Associate Advisor plays a key role in delivering comprehensive wealth management and financial planning services to clients. Working closely with Wealth Advisors and Senior Wealth Advisors, this individual serves as a capable co-advisor and project manager across assigned client relationships, helping drive planning, implementation, and the overall client experience.

Senior Associate Advisors are expected to own the execution of client work, proactively identify developing client needs, contribute planning recommendations, and provide guidance to less experienced team members. This role is designed for an advisor who has developed a strong technical foundation and is building the judgment, client presence, leadership skills, and external network necessary to advance to a Wealth Advisor role.

This position may be based in San Francisco Bay Area, depending on business needs and candidate fit. The role follows a hybrid work model, with regular in-office collaboration expected approximately 3–4 days per week. Because our advisory teams serve clients across multiple markets, some travel for client meetings and other business needs should be expected.

Visa Sponsorship : Threadline Wealth is unable to provide employment visa sponsorship for this position. Applicants must be authorized to work in the United States without current or future employer-sponsored visa support.

Core Responsibilities

• Complete complex financial planning analyses and plan preparation independently with limited rework
• Develop initial planning recommendations for routine and moderately complex client situations and refine recommendations in collaboration with Wealth Advisors and Senior Wealth Advisors
• Incorporate proactive planning strategies across investments, retirement, tax considerations, estate planning, insurance, and other wealth management needs
• Direct case preparation and guide Associate Advisors in client data gathering, analysis, and planning support
• Monitor client financial roadmaps and proactively recommend appropriate next steps
• Prepare complete, accurate client review materials and identify planning opportunities, risks, and evolving client needs

Implementation & Client Service

• Own end-to-end execution of client deliverables, recommendations, follow-up activities, and timelines
• Anticipate client and team needs and resolve routine issues proactively before escalation
• Help ensure all client commitments are completed accurately and on time
• Coordinate with clients' CPAs, attorneys, and other professional advisors to support planning and implementation
• Maintain a strong working knowledge of market and economic developments and their potential impact on client portfolios and planning strategies

Project & Practice Management

• Direct engagement planning and drive client work through clear timelines, milestones, and ownership
• Delegate work effectively to Associate Advisors and other team members
• Monitor deadlines and proactively communicate capacity, scheduling, or execution risks
• Review team work products and provide timely, substantive feedback
• Balance multiple client relationships and priorities while maintaining quality and responsiveness

• Participate as a confident, well-prepared co-advisor in client meetings
• Present planning observations, analyses, recommendations, and implementation updates as appropriate
• Build direct rapport and credibility with clients through thoughtful, proactive communication
• Surface developing client needs, concerns, and opportunities to the lead advisor.
• Provide coaching, guidance, and mentorship to Associate Advisors and newer team members
• Delegate work thoughtfully and create appropriate stretch opportunities for developing team members
• Review work and provide timely, constructive feedback
• Contribute to team development, knowledge sharing, and process improvement
• Model strong communication, accountability, and collaboration across the advisory team

Growth & Community

• Build and maintain a growing professional network through industry, community, and professional organizations
• Develop relationships with clients' broader professional advisor networks and centers of influence
• Articulate Threadline Wealth's full service offering and value proposition
• Develop exploratory questioning and business-development awareness through client and prospect interactions
• Contribute relevant client insights and observations to team growth discussions

Qualifications

• Bachelor's degree in Finance, Business, Accounting, Financial Planning, or a related field preferred
• 3+ years of wealth management, financial planning, or investment advisory experience required
• Experience working in an RIA, public accounting, family office, or professional services environment preferred
• CFP® certification or significant progress toward CFP® certification strongly preferred. CFP® certification is required before advancement to Wealth Advisor
• Experience with financial planning, portfolio management, CRM, and reporting systems preferred (e.g., Tamarac, MoneyGuide, eMoney, or similar platforms)
• Familiarity with insurance and risk management planning concepts preferred

Key Skills & Attributes

• Strong analytical, financial planning, and problem-solving capabilities
• Ability to independently manage complex client work and multiple priorities with strong attention to quality and deadlines
• Sound judgment and ability to identify issues, recommend next steps, and elevate appropriately
• Strong communication and client relationship skills, with the confidence to operate effectively as a co-advisor
• Ability to anticipate client needs and identify planning opportunities, risks, and implementation priorities
• Strong project-management, delegation, and organizational skills
• Collaborative approach with the ability to coach and develop less experienced team members
• Professional presence, emotional intelligence, poise, and diplomacy
• Intellectual curiosity and commitment to ongoing professional development
• Demonstrated ability and interest in progressing toward independent client relationship leadership

Compensation and Benefits

• Base Salary : $80k - $144k commensurate with experience. Additional discretionary bonus compensation may be available based on individual and firm performance.
• Benefits : Comprehensive benefits package including health insurance, retirement plan contributions, professional development opportunities, and other standard firm benefits .

Disclaimer:

Threadline Wealth is an equal opportunity employer and is committed to fostering a professional and inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other protected characteristic under applicable law.

This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of the position. Employees may be required to perform other job-related duties as assigned.

Duties, responsibilities, and activities may change at any time, with or without notice, to meet business and operational need s.