Threadline Wealth is seeking a Senior Wealth Advisor in San Francisco to lead a significant book of high-net-worth clients, delivering sophisticated wealth management strategies and guiding a team of advisors.
You will anticipate client needs, manage complex planning and investments, and ensure exceptional service while expanding the firm’s presence through centers of influence and cross-sell opportunities.
#J-18808-LjbffrSenior Wealth Advisor: Relationship Leader & Growth in san francisco at Unknown Company
This position is listed as full time and onsite.