Lead Wealth Advisor High-Net-Worth Clients
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Threadline Wealth in Los Angeles seeks a Senior Wealth Advisor to lead a significant book of high-net-worth clients, delivering advanced wealth guidance and coordinating tailored financial strategies. As a senior member of the advisory team, you will mentor junior advisors, help expand the practice, and ensure outstanding client service and outcomes across complex planning and investment scenarios.
You will collaborate with internal specialists and external resources to maintain a premier client
Join us at Threadline Wealth as our next Lead Wealth Advisor for High-Net-Worth Clients in Los Angeles, CA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Lead Wealth Advisor for High-Net-Worth Clients role in the description above.
We appreciate your interest in this position.
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