Senior Wealth Advisor

Threadline Wealth; Portland, Northern (OR, KY); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Threadline Wealth is seeking a Senior Wealth Advisor to lead a significant portfolio of high-net-worth clients, delivering sophisticated wealth management guidance and coordinating complex planning and investment solutions. You will be accountable for client experience, retention, and timely service, while mentoring junior advisors and strengthening the practice.

You will play a key role in growing the business through client relationships, centers of influence, and defined areas of expertise,

Responsibilities

• Lead primary advisory relationships for a significant book of high-net-worth clients.
• Deliver sophisticated wealth management advice and coordinate complex planning and investments.
• Mentor and develop junior advisors to strengthen the team and succession planning.
• Contribute to growth through client relationships, centers of influence, and market presence.

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.