Wealth Advisor | San Francisco, CA
Role Summary
The Wealth Advisor leads 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.Wealth Advisors lead financial planning conversations, independently develop recommendations, manage client engagements and advisory teams, and proactively identify evolving client needs and opportunities. They are also expected to begin developing a defined area of market focus, build relationships with centers of influence, and contribute directly to the growth of the firm. This role represents a significant step in relationship ownership and advisory responsibility. Wealth Advisors are expected to exercise independent judgment, identify planning opportunities and risks, communicate recommendations effectively, contribute to the development of less experienced team members, and support the continued growth of the firm.This position is based in the San Francisco Bay Area, depending on business needs and candidate fit. The role follows a hybrid work model, with regular in-office collaboration expected approximately 3-4 days per week. Because 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 ResponsibilitiesClient Relationship Management • Leads assigned client relationships and develops a deep understanding of each client's goals, financial circumstances, priorities, and family dynamics • Take ownership of the quality, timeliness, and completion of client work across assigned relationships, including setting expectations, monitoring progress, and addressing issues or delays proactively. • Lead client meetings, establish meeting objectives and agendas, and ensure appropriate preparation, follow-up, and execution • Proactively identify changes in client circumstances, planning needs, risks, and opportunities • Build trusted, long-term relationships through responsive communication, sound judgment, and consistent delivery of high-quality advice • Coordinate with Client Service, Investment, and other internal teams to ensure an integrated client experience Financial Planning & Advice • Lead financial planning conversations and independently develop recommendations across cash flow, investments, retirement, tax considerations, estate planning, insurance, charitable planning, and other wealth management needs. • Translate complex financial concepts into clear, practical recommendations and help clients evaluate alternatives and trade-offs • Coordinate with clients' attorneys, accountants, insurance professionals, and other external advisors to support implementation of planning strategies • Monitor financial plans and recommendations over time and adjust advice as client circumstances, regulations, markets, and planning opportunities evolve Investment & Portfolio Guidance • Understand the firm's investment philosophy, portfolio strategies, and investment platform and effectively communicate that approach to clients • Drive portfolio monitoring, rebalancing, and trade recommendations for assigned relationships in coordination with the Investment Team and consistent with the firm's investment framework • Review portfolio positioning and performance with clients in the context of their broader financial plans, goals, liquidity needs, risk tolerance, and investment objectives • Identify client circumstances requiring additional investment, planning, operational, or compliance review and coordinate with the appropriate internal resources Team Leadership & Development • Lead and coordinate advisory team members supporting assigned relationships through effective delegation, review of work, coaching, and development, while maintaining accountability for the quality and timely completion of client work • Provide coaching, feedback, and mentorship to developing advisors • Support the professional development of team members by creating opportunities for increased client exposure and responsibility • Contribute to firmwide knowledge sharing, process improvement, and consistent advisory practices Growth & Community • Develop and articulate a defined client or market niche and build relationships with relevant centers of influence • Build a professional presence through industry, community, and networking activities • Identify and initiate new business opportunities from clients, professional relationships, and centers of influence • Deepen existing client relationships by identifying additional needs and appropriately introducing relevant firm capabilities • Participate in prospective client pursuits and contribute to converting new opportunities • Support business development and growth goals appropriate to the role Qualifications • Bachelor's degree in Finance, Business, Accounting, Financial Planning, Economics, or a related field preferred • 5+ years of wealth management, financial planning, investment advisory, or related professional services experience • Demonstrated experience managing or meaningfully leading high-net-worth client relationships • CFP® certification required • Experience developing and presenting comprehensive financial planning recommendations • Experience working in an RIA, family office, public accounting, or other professional services environment preferred • Experience with financial planning, portfolio management, CRM, and reporting systems preferred • Working knowledge of tax, estate planning, insurance, investment, and risk management concepts relevant to high-net-worth clients Key Skills & Attributes • Strong financial planning and analytical capabilities with the judgment to apply technical knowledge to complex client circumstances • Ability to independently lead client relationships and make clear recommendations in situations involving complexity or ambiguity • Excellent verbal and written communication skills, professional presence, and emotional intelligence • Ability to identify issues, anticipate client needs, and move recommendations from analysis through implementation • Strong relationship-management skills with clients, colleagues, centers of influence, and outside professionals • Strong organizational skills and ability to manage multiple client relationships, priorities, and deadlines • Collaborative leadership style with the ability to delegate, coach, and develop others • Intellectual curiosity and commitment to maintaining current knowledge of financial planning, investments, markets, and issues affecting clients Compensation and Benefits - Base Salary: $115,000 to $175,000 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.
