Senior Private Wealth Advisor, Practice Lead - Sacramento

The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long‑term financial success by serving as a trusted advisor and primary point of contact for high‑net‑worth client households. This role focuses on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach.

Competitive bonus compensation on top of base pay

• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high‑net‑worth Empower clients.
• Provide a first‑in‑class client experience, servicing needs related to client onboarding, financial planning, and investor education.
• Collaborate with advisory team resources to grow and maintain strong long‑term relationships with highly valued clients.
• Conduct comprehensive relationship management via phone, email, and virtual meetings; engagement is both proactive and reactive.
• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.
• Act as liaison between clients and various internal groups/departments within Empower Personal Wealth to serve clients.
• Clearly explain the Personal Strategy investment strategy; recommend, implement and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.
• Provide clients with holistic financial planning on a large variety of subjects, including retirement planning, income optimization, tax‑advantaged savings strategies, and education planning.
• Collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.
• Effectively coordinate with advisory team and various EPW stakeholders for client‑related requests.
• Delegate, coach, train and develop colleagues and resources.
• Travel required to meet with clients face‑to‑face and build strong relationships.

• 10+ years related work experience in financial services and client experience.
• Demonstrated success with high‑net‑worth clients, complicated planning, NPS, and client retention.
• Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor.
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time‑sensitive tasks simultaneously; pro‑active self‑starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills.
• Proven ability to navigate multiple client needs, deliver on multi‑product goals, and analyze and present investment portfolios to clients.
• Bachelor’s degree in business or a related discipline or equivalent experience.
• FINRA Series 65 required.
• FINRA fingerprinting required.
• CFP strongly preferred.

• Base salary range: $ – $ (location dependent).
• Bonuses and incentives available for non‑sales and sales positions; potential for total compensation to far exceed base salary.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching up to 6%, potential discretionary contributions, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business‑casual environment with option to wear jeans.
• Generous paid time off upon hire, including PTO program, ten paid company holidays, and three floating holidays each calendar year.
• Paid volunteer time – 16 hours per year.
• Leave of absence programs, paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave Act (FMLA).
• Business Resource Groups (BRGs) for inclusion and collaboration.

We are an equal‑opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, 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 state or local law.

Drug‑free workplace.