Senior Wealth Advisor

Responsibilities

• Managing a significant book of high-net-worth and complex client relationships
• Delivering sophisticated wealth management advice
• Developing other advisors
• Contributing meaningfully to the growth of Threadline Wealth
• Serving as primary advisor for the majority of assigned relationships
• Anticipating client needs
• Independently navigating complex planning and investment situations
• Bringing together appropriate internal and external resources to deliver an exceptional client experience
• Taking ultimate accountability for the quality, timeliness, retention, and overall experience of client relationships
• Developing the next generation of advisors
• Strengthening team and practice performance
• Building an established market presence
• Generating new business through client relationships, centers of influence, and defined areas of expertise