Wealth Advisor: Lead Client Relationships & Growth

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

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