Senior Private Wealth Advisor, Practice Lead - Bay area

Our vision for the future is based on transforming financial lives by giving our people freedom to transform their own. We offer a flexible work environment, fluid career paths, and strong emphasis on internal mobility, purpose, well-being, and work-life balance. We are committed to a welcoming, inclusive environment, and associates dedicate thousands of hours to volunteering for causes that matter to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Ideal candidate lives in the San Francisco/Bay Area and is excited to meet with clients in person, based on client needs.

This position offers competitive bonus compensation on top of the base pay

What You Will Do

• Serve as the lead advisor within a dedicated client team, working with a Wealth Advisor and Client Experience Specialist to build relationships with a book of high net worth Empower clients.

• Provide a first-in-class client experience servicing onboarding, financial planning, and investor education. Collaborate with advisory team resources to grow and maintain long-term relationships with valued clients.

• Conduct comprehensive relationship management via phone, email, and virtual meetings; engagement is proactive and reactive.

• Retain assets under management and garner additional assets through proactive communication, education, and responsiveness.

• Act as liaison between clients and internal Empower Personal Wealth groups to serve clients.

• Explain the Personal Strategy investment approach; recommend, implement, and review strategies aligned with clients’ risk tolerance and objectives; engage clients in portfolio, market, and economic discussions.

• Provide holistic financial planning on topics such as retirement planning, income optimization, tax-advantaged savings, and education planning; collaborate with Financial Planning Specialists on complex issues.

• Coordinate with the advisory team and stakeholders for client-related requests.

• Delegate, coach, train, and develop colleagues and resources as needed.

• Travel required to meet with clients face-to-face and build relationships.

What You Will Bring

• 10+ years related work experience in financial services and client experience
• Demonstrated success with high-net-worth clients, complex planning, NPS, and client retention
• Direct client contact experience with a professional demeanor
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Excellent verbal and written communication, strong interpersonal skills, detail oriented, able to manage many time-sensitive tasks, proactive, organized, and able to present
• Proven ability to navigate multiple client needs, deliver multi-product goals, and present investment portfolios to clients
• Bachelor’s degree in business or related discipline or equivalent experience
• FINRA Series 65 required
• FINRA fingerprinting required
• CFP strongly preferred

What we offer you

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) with company matching; financial advisory services and broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment with jeans option
• Generous paid time off, holidays, and floating holidays
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs including paid parental leave and disability covers
• Inclusion and collaboration programs across our business and communities

Base Salary Range

$136,800.00 - $198,375.00

The salary range shows typical base salary; non-sales roles may participate in a bonus program. Compensation may vary by location, experience, licensure, and skill, and will be finalized at offer.

Equal opportunity employer. Drug-free workplace. We are an equal opportunity employer with a commitment to diversity. All individuals are encouraged to apply and will receive consideration for employment without regard to age, race, color, national origin, sex, sexual orientation, gender identity, marital status, pregnancy, disability, or other status protected by law.

We may require a reliable internet connection for remote or hybrid work arrangements; specific requirements vary by role and location.