Senior Wealth Advisor: High-Net-Worth Relationships

Threadline Wealth is seeking a Senior Wealth Advisor to lead a significant portfolio of high-net-worth clients, delivering sophisticated wealth management guidance and coordinating complex planning and investment solutions. You will be accountable for client experience, retention, and timely service, while mentoring junior advisors and strengthening the practice.

You will play a key role in growing the business through client relationships, centers of influence, and defined areas of expertise,