Threadline Wealth in Los Angeles seeks a Senior Wealth Advisor to lead a significant book of high-net-worth clients, delivering advanced wealth guidance and coordinating tailored financial strategies. As a senior member of the advisory team, you will mentor junior advisors, help expand the practice, and ensure outstanding client service and outcomes across complex planning and investment scenarios.
You will collaborate with internal specialists and external resources to maintain a premier client
#J-18808-LjbffrLead Wealth Advisor for High-Net-Worth Clients in los angeles at Unknown Company
This position is listed as full time and onsite.