Wealth Planner & Co-Advisor — Growth Path
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-08-07
Listing for:
Valid8 Financial, Inc.
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Thread line Wealth, an independent SEC-registered investment adviser, seeks a Senior Associate Advisor to deliver wealth management and financial planning to clients. You will collaborate with Wealth Advisors to drive planning, implementation, and client experience, owning execution and guiding junior staff.
This role advances toward Wealth Advisor, requiring strong technical foundation, judgment, client presence, leadership, and networking.
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