Senior Wealth Advisor
Threadline Wealth
The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships, delivering sophisticated wealth management advice, developing other advisors, and contributing meaningfully to the growth of Threadline Wealth.
Senior Wealth Advisors serve as primary advisors for the majority of their assigned relationships and are expected to anticipate client needs, independently navigate complex planning and investment situations, and bring together the appropriate internal and external resources to deliver an exceptional client experience. They take ultimate accountability for the quality, timeliness, retention, and overall experience of their client relationships.
As senior members of the advisory team, Senior Wealth Advisors also play an important role in developing the next generation of advisors, strengthening team and practice performance, building an established market presence, and generating new business through client relationships, centers of influence, and defined areas of expertise.
#J-18808-LjbffrVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in San Francisco, CA vacancy
$70k - $200k
...00Category: Private Client CoverageCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire continuum... ...in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...SeniorFull timeWork at officeCitigroup
San Francisco, CA5 days ago- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...Senior
Beacon Pointe Advisors
San Francisco, CA3 days ago - ...Private Equity Debt Finance – Mid/Senior Associate Goodwin Procter seeks a highly qualified mid-level or senior associate to join our Debt Finance group. Specific experience to include representation of private equity sponsors and/or banks and private credit lenders...Senior
Goodwin Procter LLP
San Francisco, CA9 hours ago $77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers, acquisitions, and...SeniorFull timeH1bPwC
San Francisco, CA4 days ago$77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers, acquisitions, and...SeniorFull timeH1bPwC
San Francisco, CA1 day ago$119k - $165k
About the roleWe’re seeking a Strategic Finance Senior Associate to join the Finance team at Chime. As a finance team member, you will have a key role in collaborating with the Strategic Finance team to shape our business and financial strategy, while completing numerous...SeniorFull timeWork at officeLocal areaRemote workChime
San Francisco, CA2 days ago$104.7k - $154k
...providing strategic insights on our business to understand past trends and identify the best path forward.About the RoleWe're hiring a Senior Associate to help lead the day-to-day financial reporting and closing processes for our New Verticals business. In this role, you'...SeniorHourly payWork at officeLocal areaRemote workFlexible hoursDoordash
San Francisco, CA5 days ago$119k - $165k
About the RoleWe’re seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing Finance team. This role partners closely with cross-functional leaders across Marketing, Growth, Product, and Data to manage marketing budget, evaluate growth initiatives...SeniorFull timeWork at officeLocal areaRemote workChime
San Francisco, CA4 days ago$95.55k - $195.25k
...value aligned with the Deloitte brand.Recruiting for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you will collaborate with Tax subject matter specialists, technologists...SeniorWork at officeLocal areaVisa sponsorshipDeloitte
San Francisco, CA3 days ago$104.7k - $154k
...broader team relies on.We expect this role to be primarily based in San Francisco, CA, New York, NY.About the RoleWe are looking for a Senior Associate to help shape how DoorDash invests in its Legal organization over the long term, while owning the planning, forecasting,...SeniorHourly payWork at officeLocal areaImmediate startRemote workFlexible hoursDoordash
San Francisco, CA5 days ago$124k - $280k
...develop team members while fostering a collaborative and inclusive team environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business and operational challenges and develop strategic, actionable...SeniorFull timeH1bPwC
San Francisco, CA4 days ago$116.2k - $229.1k
Position Summary Encore Financial Reporting Controllership - Senior Consultant - Strategy, Growth, and TransformationHelp finance organizations modernize core processes, improve transparency, and drive better business decisions. As part of Deloitte’s Finance Transformation...SeniorLocal areaVisa sponsorshipDeloitte
San Francisco, CA4 days ago$10k
Ramp Strategic Finance Opportunity Ramp's Strategic Finance team sits at the center of how the company allocates its time and resources. We're hiring across three complementary tracks — and looking for people with sharp financial instincts, a builder's mindset, and ...SeniorFull timeWork at officeHome officeRelocation packageFlexible hoursParibus (Ramp)
San Francisco, CA3 days ago$77k - $214k
...successful and progress in our careers, now and in the future.As a Senior Associate, you'll work as part of a team of problem solvers,... ...you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and...SeniorFull timeH1bLocal areaPwC
San Francisco, CA5 days ago$110.7k - $218.3k
...face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy, design and implement solutions aligned with business...SeniorLocal areaVisa sponsorshipDeloitte
San Francisco, CA4 days ago$85.1k - $161.7k
...thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise...SeniorFull timeWork experience placementInternshipLocal areaRSM International
San Francisco, CA3 days ago$124k - $280k
...improve operational efficiency and guide technology-enabled transformation. As a Senior Manager you will lead large projects, shape process improvements, and serve as a strategic advisor through complex situations, using sound judgment, clear communication, and coaching...SeniorFull timeH1bPwC
San Francisco, CA1 day ago$125k - $150k
San Francisco, CaliforniaFinance (G&A) - Finance /US Full-time Salaried /On-siteSamba is a media intelligence company. We know what the world is watching, reading, and thinking about — in real time, at scale, across every screen. Our data exists with the consent of over...SeniorFull timeSamba TV
San Francisco, CA1 day ago$128k - $252.5k
...the opportunity to support finance integration and separation efforts that help organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will work across finance, accounting, and treasury priorities while...SeniorLocal areaDeloitte
San Francisco, CA1 day ago$77k - $202k
...ApplicableSpecialismFinanceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Finance Transformation - Anaplan Consultant, Senior Associate, you will collaborate with CEOs, CFOs, controllers, and treasurers to optimize finance functions and enhance their...SeniorFull timeH1bPwC
San Francisco, CA4 days ago- ...value along the Finance Transformation journey.Recruiting for this role ends on 12/01/2026Work you'll doAs a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve the toughest client problems. From learning to leadership, this is...SeniorLocal areaVisa sponsorship
Deloitte
San Francisco, CA2 days ago $77k - $202k
...ApplicableSpecialismFinanceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Finance Transformation - Finance Operations Consulting - Senior Associate, you will work alongside CEOs, CFOs, controllers, and treasurers to optimize the structure of their finance functions and...SeniorFull timeH1bPwC
San Francisco, CA5 days ago$77k - $202k
...the Finance Consulting team, you will lead the design and implementation of transformative finance solutions using OneStream. As a Senior Associate, you will analyze complex problems, mentor junior team members, and build meaningful client relationships while navigating...SeniorFull timeH1bPwC
San Francisco, CA2 days ago$120k - $250k
...0 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains... ...an objective of becoming their trusted advisor. Develops relationship with client's... ...banking needs. Makes recommendations to senior leaders on strategy and new initiatives,...SeniorContract workPart timeLocal areaShift workBank of Montreal
San Francisco, CA5 days ago- ...the role description and discuss with your recruiter for more details on location! Why we're looking for you We're hiring a Senior FP&A Analyst to own the core planning, forecasting, and performance tracking functions across the company - but this isn't a "...SeniorWork at officeLocal areaRemote workShift work
Owner
San Francisco, CA2 days ago $26 - $29 per hour
East West Bank is seeking a Senior Relationship Banker to deliver a high-quality banking experience. You will manage customer relationships, achieve sales goals across various financial products, and provide critical financial services. An ideal candidate has 2+ years...SeniorHourly pay$124k - $280k
...high quality services to all stakeholders.Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver... ...forecasting, as well as internal and external reporting. As a Senior Associate, you will mentor and develop junior colleagues,...SeniorFull timeH1bPwC
San Francisco, CA4 days ago- ...are responsible for providing support to a Senior Banker in all facets of managing their... ...our resources with delivering a complete wealth management solution to clients. Job Responsibilities... .... Asset Management provides individuals, advisors and institutions with strategies and...Senior
JPMorgan Chase & Co.
San Francisco, CA15 days ago - ...reducing them.Support FedRAMP 20x Risk Decisions: Help make sure unmet FedRAMP rules and KSI gaps carry a documented risk explanation and senior-official acceptance in the Security Decision Record, consistent with the risk register. Your work keeps Plaid’s FedRAMP risk...SeniorWork experience placementWork at officeLocal area
Plaid Financial
San Francisco, CA3 days ago $80k - $100k
...Senior Fund Accountant Gen II Fund Services, a leading tech-enabled Private Equity Fund Administrator, is seeking a Senior Fund Accountant to join our growing team. At Gen II, you will gain deep exposure to the full private equity fund lifecycle, including newly launched...SeniorWork at officeRemote work2 days per weekGen II Fund Services
San Francisco, CA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
Related searches
- financial counselor San Francisco, CA
- private wealth advisor San Francisco, CA
- senior wealth advisor San Francisco, CA
- junior oracle financial functional consultant San Francisco, CA
- entry level financial advisor San Francisco, CA
- associate corporate finance San Francisco, CA
- financial advisor associate San Francisco, CA
- financial advisor part time San Francisco, CA
- financial consultant San Francisco, CA
- financial advisor training program San Francisco, CA