threadline wealthLos Angeles, CA
Wealth Advisor: Lead Client Relationships & Strategy
Wealth Advisor: Lead Client Relationships & Strategy
Wealth Advisor: Lead Client Relationships & Strategy
threadline wealthLos Angeles, CA
today
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
Apply for this role →Threadline Wealth is seeking a Wealth Advisor to lead 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, including financial planning conversations and independent recommendations.
Also on the board Same function, level within a rung
Level
Senior
Location
Los Angeles, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today