Wealth Advisor

Threadline Wealth; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

Threadline Wealth is seeking a Wealth Advisor to lead assigned client relationships while continuing to serve as a key advisor on more complex relationships led by Senior Wealth Advisors. The role marks the transition from supporting client relationships to taking direct responsibility for relationship leadership, advice, execution, and the overall client experience.

Wealth Advisors conduct comprehensive financial planning conversations, independently develop recommendations, manage client

Responsibilities

• Lead assigned client relationships and advisory engagements.
• Develop recommendations and execute plans for clients.
• Identify evolving client needs and opportunities.
• Coach and develop less experienced team members.
• Contribute to growth by expanding market focus and centers of influence.

Job description

The Wealth Advisor leads assigned client relationships while continuing to serve as a key advisor on more complex relationships led by Senior Wealth Advisors. This role represents the transition from primarily supporting client relationships to taking direct responsibility for relationship leadership, advice, execution, and the overall client experience.

Wealth Advisors lead financial planning conversations, independently develop recommendations, manage client engagements and advisory teams, and proactively identify evolving client needs and opportunities. They are also expected to begin developing a defined area of market focus, build relationships with centers of influence, and contribute directly to the growth of the firm.

This role represents a significant step in relationship ownership and advisory responsibility. Wealth Advisors are expected to exercise independent judgment, identify planning opportunities and risks, communicate recommendations effectively, contribute to the development of less experienced team members, and support the continued growth of the firm.