Senior Wealth Advisor: Relationship Leader & Growth
Threadline Wealth
Threadline Wealth is seeking a Senior Wealth Advisor in San Francisco to lead a significant book of high-net-worth clients, delivering sophisticated wealth management strategies and guiding a team of advisors. You will anticipate client needs, manage complex planning and investments, and ensure exceptional service while expanding the firm’s presence through centers of influence and cross-sell opportunities. #J-18808-Ljbffr Threadline Wealth
Vacancy posted 3 days ago
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