Wealth Advisor: Lead Client Relationships & Strategy

Threadline Wealth; Los Angeles (CA); On-site; USD 120,000 - 180,000; 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.

This role represents the transition from primarily supporting client relationships to taking direct responsibility for relationship leadership, advice, execution, and the overall client experience, including financial planning conversations and independent recommendations.

Responsibilities

• Lead wealth advisory conversations, oversee assigned client relationships and advisory teams.
• Identify evolving client needs, develop recommended strategies, and execute plans.
• Contribute to market focus development and growth of the firm.

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.

This role represents the transition from primarily supporting client relationships to taking direct responsibility for relationship leadership, advice, execution, and the overall client experience, including financial planning conversations and independent recommendations.