Senior Associate Advisor

About Threadline Wealth

Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with a highly personalized client experience.

We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.

Role Summary

The Senior Associate Advisor plays a key role in delivering comprehensive wealth management and financial planning services to clients. Working closely with Wealth Advisors and Senior Wealth Advisors, this individual supports the development of planning recommendations, participates in client meetings, coordinates implementation activities, and helps ensure a high-quality client experience.

This role is designed for an advisor who has developed a strong foundation in financial planning and wealth management and is ready to take on increasing responsibility in client-facing situations while continuing to grow toward a Wealth Advisor role.

This position is based in San Francisco, California. We anticipate a hybrid work arrangement, with regular in-office collaboration expected approximately 3-4 days per week. This position is classified as exempt under applicable wage and hour laws.

Core Responsibilities

 

Financial Planning & Analysis

  • Gather, organize, validate, and analyze client financial information to support planning and advisory recommendations
  • Develop financial planning analyses and recommendations utilizing the firm's planning tools and software.
  • Develop and refine planning recommendations in collaboration with Wealth Advisors and Senior Wealth Advisors.
  • Prepare planning deliverables and client presentations
  • Identify and communicate planning opportunities, risks, and evolving client needs to Wealth Advisors and Senior Wealth Advisors

Implementation & Client Service

  • Serve as a key point of coordination for client follow-up, planning implementation, and ongoing advisory support.
  • Coordinate with clients' CPAs, attorneys, and other professional advisors to support planning and implementation efforts
  • Own the coordination and execution of client deliverables, recommendations, and follow-up activities to help ensure a high-quality client experience.
  • Maintain a working knowledge of market and economic developments and their potential impact on client portfolios and planning strategies

Client Meeting Participation

  • Participate actively in client meetings
  • Present portions of planning recommendations and analyses
  • Support Wealth Advisors in delivering an exceptional client experience and ongoing relationship management.

Team Collaboration & Development

  • Provide guidance, mentorship, and support to Associate Advisors and newer team members
  • Support process improvement initiatives
  • Contribute to team development and knowledge sharing

Qualifications

  • Bachelor's degree in Finance, Business, Accounting, Financial Planning, or a related field preferred
  • 3+ years of wealth management, financial planning, or investment advisory experience required
  • Experience working in an RIA, public accounting, family office, or professional services environment preferred
  • CFP® certification or significant progress toward CFP® certification strongly preferred
  • Experience with financial planning, portfolio management, CRM, and reporting systems preferred (e.g., Salesforce, Tamarac, MoneyGuide, eMoney, or similar platforms)
  • Familiarity with insurance and risk management planning concepts preferred

Key Skills & Attributes

  • Strong analytical, financial planning, and problem-solving capabilities
  • Excellent communication, organizational, and client relationship skills
  • Ability to manage multiple priorities and consistently deliver high-quality work with attention to detail
  • Ability to think critically, exercise sound judgment, and take initiative
  • Comfortable participating in client meetings and presenting planning observations and recommendations
  • Ability to identify planning opportunities, evolving client needs, and implementation priorities
  • Collaborative team player with the ability to work effectively across advisors, operations, and investment professionals
  • Professional presence, poise, and diplomacy when interacting with clients and colleagues
  • Demonstrated commitment to professional development and growth toward a Wealth Advisor role

Compensation and Benefits

  • Base Salary: $80k - $144k commensurate with experience. Additional discretionary bonus compensation may be available based on individual and firm performance.
  • Benefits: Comprehensive benefits package including health insurance, retirement plan contributions, professional development opportunities, and other standard firm benefits.

 

Disclaimer:

Threadline Wealth is an equal opportunity employer and is committed to fostering a professional and inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other protected characteristic under applicable law.

This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of the position. Employees may be required to perform other job-related duties as assigned.

Duties, responsibilities, and activities may change at any time, with or without notice, to meet business and operational needs.