Senior Wealth Advisor: High-Net-Worth Relationships

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

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,