Senior Wealth Advisor

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

The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships, delivering sophisticated wealth management advice, developing other advisors, and contributing meaningfully to the growth of Threadline Wealth.

Senior Wealth Advisors serve as primary advisors for the majority of their assigned relationships and are expected to anticipate client needs, independently navigate complex planning and investment situations, and bring together the appropriate internal and external resources to deliver an exceptional client experience. They take ultimate accountability for the quality, timeliness, retention, and overall experience of their client relationships.

As senior members of the advisory team, Senior Wealth Advisors also play an important role in developing the next generation of advisors, strengthening team and practice performance, building an established market presence, and generating new business through client relationships, centers of influence, and defined areas of expertise.