Senior Wealth Advisor: Relationship Leader & Growth

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

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.