Wealth Planner & Co-Advisor — Growth Path

Valid8 Financial, Inc.; California (MO); Hybrid; USD 80,000 - 144,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Professional development opportunities

Discretionary bonus

Job summary

Threadline Wealth, an independent SEC-registered investment adviser, seeks a Senior Associate Advisor to deliver wealth management and financial planning to clients. You will collaborate with Wealth Advisors to drive planning, implementation, and client experience, owning execution and guiding junior staff.

This role advances toward Wealth Advisor, requiring strong technical foundation, judgment, client presence, leadership, and networking.

Qualifications

• Bachelor's degree in Finance, Business, or related field preferred.
• 3+ years of wealth management, financial planning, or investment advisory experience required.
• Experience in an RIA, public accounting, family office, or professional services environment preferred.
• CFP® certification or progress toward CFP® certification strongly preferred; certification required before advancement.

Responsibilities

• Complete complex financial planning analyses and plan preparation independently with limited rework.
• Develop initial planning recommendations for routine and moderately complex client situations and refine with Wealth Advisors.
• Incorporate proactive planning across investments, retirement, tax, estate planning, and risk management.

Skills

Wealth management

Financial planning

Client relationships

Project management

Communication skills

Leadership potential

Education

Bachelor's degree in Finance

Tools

MoneyGuide

eMoney

Tamarac

Job description

Threadline Wealth, an independent SEC-registered investment adviser, seeks a Senior Associate Advisor to deliver wealth management and financial planning to clients. You will collaborate with Wealth Advisors to drive planning, implementation, and client experience, owning execution and guiding junior staff.

This role advances toward Wealth Advisor, requiring strong technical foundation, judgment, client presence, leadership, and networking.