Wealth Planning Lead & Client Strategy Advisor
Threadline Wealth
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Job summary
Threadline Wealth Senior Associate Advisor plays a key role in delivering comprehensive wealth management and financial planning services to clients. You will work with Wealth Advisors and Senior Wealth Advisors as a capable co-advisor and project manager across assigned client relationships, driving planning, implementation, and the overall client experience.
Senior Associate Advisors are expected to own the execution of client work, proactively identify developing client needs, contribute
Job description
Threadline Wealth Senior Associate Advisor plays a key role in delivering comprehensive wealth management and financial planning services to clients. You will work with Wealth Advisors and Senior Wealth Advisors as a capable co-advisor and project manager across assigned client relationships, driving planning, implementation, and the overall client experience.
Senior Associate Advisors are expected to own the execution of client work, proactively identify developing client needs, contribute
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