Senior Private Wealth Advisor, Practice Lead - Bakersfield​/Fresno

Senior Private Wealth Advisor, Practice Lead (Personal Strategy)

Position is located in the Bakersfield and/or Fresno area. The role requires in‑person client meetings and travel as needed.

The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) is responsible for retaining and growing net assets by building lasting relationships with high‑net‑worth clients, delivering tailored financial advice, and leading a dedicated client practice team.

• Serve as lead advisor within a client team, collaborating with a Wealth Advisor and Client Experience Specialist.
• Provide first‑class client experience through onboarding, financial planning, and investor education.
• Maintain strong client relationships via phone, email, virtual, and face‑to‑face meetings.
• Retain assets under management and drive additional assets through proactive communication and portfolio education.
• Act as liaison between clients and internal teams such as Personal Wealth and EPW.
• Explain and recommend the ‘Personal Strategy’ investment strategy, reviewing risk tolerance and financial objectives.
• Provide holistic financial planning on retirement, income optimization, tax‑advantaged savings, and education planning.
• Coordinate with Financial Planning Specialists and other stakeholders for complex client needs.
• Delegate, coach, and train colleagues and resources.
• Travel as required to meet clients face‑to‑face.

• 10+ years of experience in financial services with a strong focus on client experience.
• Experience with high‑net‑worth clients, complex planning, NPS, and client retention.
• Advanced knowledge of wealth‑management strategies, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication skills; detail‑oriented; able to manage multiple time‑sensitive tasks.
• Pro‑active self‑starter with strong situational awareness, contextual thinking, organization, and presentation skills.
• Bachelor’s degree in business or related discipline, or equivalent experience.
• FINRA Series
  65 and fingerprinting required.
• CFP credential strongly preferred.
• Ability to work collaboratively within a client‑focused environment.

Base salary range: $ – $. Eligible for a bonus program with the potential for significant upside.

• Medical, dental, vision, and life insurance.
• 401(k) plan with up to 6% company match and discretionary contributions.
• Tuition reimbursement up to $5,250 per year.
• Paid time off upon hire, plus 10 company holidays, 3 floating holidays, and paid volunteer time (16 hrs/year).
• Paid parental leave, short‑term and long‑term disability, and FMLA.
• Business‑casual environment with flexible remote/hybrid work policy requiring reliable high‑speed internet.
• Business Resource Groups and inclusive workplace initiatives.

We are an equal opportunity employer with a commitment to diversity. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable law.