Senior Wealth Advisor

Threadline Wealth; San Francisco (CA); On-site; USD 180,000 - 230,000; Full time

Job summary

Threadline Wealth is seeking a Senior Wealth Advisor in San Francisco to lead a significant book of high-net-worth clients, delivering sophisticated wealth management strategies and guiding a team of advisors.

You will anticipate client needs, manage complex planning and investments, and ensure exceptional service while expanding the firm’s presence through centers of influence and cross-sell opportunities.

Qualifications

• Proven ability to manage high-net-worth client relationships with discretion and professional maturity.
• Experience delivering comprehensive wealth management advice across investment, planning, and risk.
• Strong leadership and mentorship to develop junior advisors and staff.

Responsibilities

• Lead and manage a significant book of high-net-worth client relationships.
• Deliver sophisticated wealth management advice and coordinate complex planning and investment strategies.
• Develop and mentor other advisors to strengthen the team and practice performance.
• Drive growth for Threadline Wealth through client relationships and centers of influence.
• Ensure exceptional client experience and accountability for relationship outcomes.

Skills

Relationship management

High-net-worth client expertise

Team leadership

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.