Wealth Advisor | San Francisco, CA

Threadline Wealth•*, CA, CA

12h•$115,000 - $175,000•Hybrid

About The Position

Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with highly personalized client experience. We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams. 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. 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.

Requirements

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
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

Responsibilities

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
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
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
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
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