Senior Wealth Advisor | San Francisco, CA
Role Summary
The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships, delivering sophisticated wealth management advice, developing other advisors, and contributing meaningfully to the growth of Threadline Wealth.
Senior Wealth Advisors serve as primary advisors for the majority of their assigned relationships and are expected to anticipate client needs, independently navigate complex planning and investment situations, and bring together the appropriate internal and external resources to deliver an exceptional client experience. They take ultimate accountability for the quality, timeliness, retention, and overall experience of their client relationships.
As senior members of the advisory team, Senior Wealth Advisors also play an important role in developing the next generation of advisors, strengthening team and practice performance, building an established market presence, and generating new business through client relationships, centers of influence, and defined areas of expertise.
This position is based in the San Francisco Bay Area. The role follows a hybrid work model, with regular in-office collaboration expected approximately 3-4 days per week. Because Senior Wealth Advisors serve clients across multiple markets, regular travel for client meetings and other business needs should be expected.
Visa Sponsorship: Threadline Wealth is unable to provide employment visa sponsorship for this position. Applicants must be authorized to work in the United States without current or future employer-sponsored visa support.
Core Responsibilities Client Relationship Leadership • Serve as the primary advisor for a significant book of high-net-worth and complex client relationships • Develop a deep understanding of each client's financial circumstances, goals, family dynamics, priorities, and broader advisory needs • Proactively anticipate client needs, planning opportunities, and potential risks before clients are required to raise them • Lead meaningful client engagement throughout the year, extending beyond scheduled portfolio and annual review meetings • Take ultimate accountability for the quality, timeliness, retention, and overall client experience across assigned relationships • Introduce and coordinate the appropriate Threadline Wealth team members and capabilities based on each client's evolving needs • Build trusted, long-term relationships through sound judgment, foresight, responsiveness, and consistently high-quality advice Financial Planning & Advice • Lead sophisticated financial planning engagements involving complex client circumstances across investments, retirement, tax considerations, estate planning, insurance, charitable planning, business and liquidity events, and other wealth management needs • Independently develop and communicate recommendations for complex financial situations, integrating multiple planning disciplines as appropriate • Anticipate the planning implications of life events, changing markets, tax and regulatory developments, and evolving client circumstances • Develop deep expertise in one or more areas of wealth management and serve as a resource to clients and colleagues • Conduct or direct technical research and engage appropriate internal and external specialists when additional expertise is required • Coordinate effectively with clients' attorneys, accountants, insurance professionals, and other outside advisors to develop and implement integrated strategies • Review and provide guidance on planning recommendations developed by less experienced advisors Investment & Portfolio Leadership • Maintain a strong command of the firm's investment philosophy, strategies, and platform and effectively communicate the firm's investment approach to sophisticated clients • Integrate portfolio strategy with clients' broader financial plans, liquidity needs, risk profiles, tax considerations, and long-term objectives • Oversee portfolio monitoring, rebalancing, and client-specific investment recommendations across assigned relationships • Identify investment considerations and planning opportunities proactively as client circumstances and market conditions evolve • Partner with the Investment Team on complex portfolio matters and client-specific investment needs • Review recommendations and work prepared by developing advisors and provide appropriate direction and feedback Practice Leadership & Team Development • Set high standards for client service, advisory quality, accountability, and execution across the team • Lead and develop advisory teams supporting assigned client relationships, including effective delegation, review, coaching, and feedback • Mentor Associate Advisors, Senior Associate Advisors, and Wealth Advisors and support their long-term professional development • Create meaningful development opportunities and progressively increase responsibility for developing advisors • Anticipate team capacity, staffing, workflow, and client-service needs and address issues before they affect the client experience • Identify and manage client, engagement, and practice risks, escalating matters when appropriate • Contribute to practice management decisions involving client assignments, team structure, service models, and resource allocation • Consider client relationship economics and participate in fee and engagement decisions consistent with firm guidelines • Promote knowledge sharing, accountability, continuous improvement, and consistent advisory practices across the firm Growth & Community • Develop and maintain a recognized area of expertise, client niche, or market presence • Build and sustain strong relationships with centers of influence, professional networks, clients, and prospective clients that generate meaningful business opportunities • Independently identify and initiate new business opportunities and lead or play a significant role in prospective client pursuits • Expand existing client relationships by identifying broader needs and appropriately introducing additional Threadline Wealth capabilities • Build Threadline Wealth's market presence through professional organizations, community involvement, speaking, writing, events, or other appropriate activities • Mentor developing advisors in relationship building, networking, niche development, and business development • Meet or exceed growth expectations established for the role Qualifications • Bachelor's degree in Finance, Business, Accounting, Financial Planning, Economics, or a related field preferred • 8+ years of progressive wealth management, financial planning, investment advisory, or related professional services experience • Significant experience independently managing complex high-net-worth client relationships • CFP® certification required • Demonstrated expertise across comprehensive financial planning and investment advisory disciplines • Demonstrated ability to lead and develop advisory teams and mentor developing professionals • Established record of cultivating client, professional, and center-of-influence relationships • Demonstrated success contributing to business development and growth • Experience in an RIA, family office, public accounting, or sophisticated professional services environment preferred Key Skills & Attributes • Exceptional relationship-management skills and ability to serve as a trusted advisor to complex high-net-worth clients • Sophisticated financial planning and analytical capabilities with strong independent judgment • Ability to anticipate issues and opportunities, navigate ambiguity, and make clear, confident recommendations • Executive-level communication skills, professional presence, emotional intelligence, and discretion • Strong leadership capabilities with demonstrated ability to coach, mentor, delegate, and develop others • Ability to manage multiple complex relationships and priorities while maintaining exceptional quality and responsiveness • Strategic and commercial judgment, including understanding the broader needs and economics of client relationships • Established relationship-building and business-development capabilities • Collaborative approach and ability to marshal expertise across investment, advisory, operations, compliance, and external professional teams • Intellectual curiosity and commitment to maintaining deep expertise in financial planning, investments, markets, and developments affecting clients Compensation and Benefits - Base Salary: $150,000 to $500,000 commensurate with experience. Additional discretionary bonus compensation may be available based on individual and firm performance.
- Benefits: Comprehensive benefits package including health insurance, retirement plan contributions, professional development opportunities, and other standard firm benefits.
Disclaimer:This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of the position. Employees may be required to perform other job-related duties as assigned.
Duties, responsibilities, and activities may change at any time, with or without notice, to meet business and operational needs.
