Location: San Francisco, CA
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Senior Wealth Advisor
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…
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Wealth Advisor
The Wealth Advisor leads assigned client relationships while continuing to serve as a key advisor on more complex relationships led by Senior Wealth Advisors. This role represents the transition from primarily supporting client relationships to taking direct responsibility for relationship leadership, advice, execution, and the overall client experience. Wealth Advisors lead financial planning conversations, independently…
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Associate Advisor
The Associate Advisor supports the delivery of comprehensive wealth management and financial planning services to clients while building the technical, professional, and client-facing skills necessary for a long-term advisory career. Working closely with Senior Associate Advisors, Wealth Advisors, and Senior Wealth Advisors, this role contributes to financial planning analysis, meeting preparation, implementation, portfolio support, and…
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Senior Client Service Associate
The Senior Client Service Associate is an experienced client service professional who independently manages high-touch client service and serves as a trusted partner to clients and prospects, Wealth Advisors, and internal teams. The Senior Client Service Associate is a primary contact for client service needs and is expected to exercise sound judgment, anticipate needs, and…
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Client Service Associate
The Client Service Associate partners with Wealth Advisors and internal teams to provide responsive, accurate service to clients and prospects. This role serves as a primary point of contact for client service needs and coordinates closely with advisory operations, trading, portfolio management, tax, billing, and other support teams. Responsibilities include client communications, meeting coordination, onboarding,…
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Molly Lengkeek
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Kelly Gwynn
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Gabe Anderson
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Colten Christianson
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Ben Shively
Ben has provided financial planning and investment management services since 2010. He works with executives and families to align their personal finances and investments with priorities around cash flow, wealth transfer, philanthropy, as well as income tax and estate tax considerations. He thoughtfully coordinates all aspect of financial planning for his clients, including the areas…
