Senior Private Wealth Advisor, Practice Lead - Bay area

Senior Private Wealth Advisor, Practice Lead (Personal Strategy)

Position Overview:

Help high‑net‑worth clients achieve long‑term financial success by serving as a trusted advisor and primary point of contact. Focus on retaining and growing net assets through proactive, tailored financial advice delivered in a highly personal, strategic manner.

• Lead a dedicated client team comprising a Wealth Advisor and a Client Experience Specialist to build lasting relationships with a high‑net‑worth book of Empower clients.
• Provide a first‑in‑class client experience covering onboarding, financial planning, and investor education.
• Collaborate with advisory team resources to grow and maintain long‑term relationships with highly valued clients.
• Conduct relationship management via phone, email, and virtual meetings, with both proactive and reactive engagement.
• Retain assets under management and acquire additional assets through diligent communication, proactive education, and unfailing responsiveness.
• Act as liaison between clients and internal Empower Personal Wealth departments and stakeholders.
• Explain, recommend, implement, and review the ‘Personal Strategy’ investment approach aligned with client risk tolerance and objectives.
• Provide holistic financial planning, including retirement, income optimization, tax‑advantaged savings, and education planning.
• Collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.
• Coordinate with the advisory team and EPW stakeholders for client‑related requests.
• Delegate, coach, train, and develop colleagues and resources as needed.
• Travel to meet clients face‑to‑face and strengthen relationships.

• 10+ years of 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, knowledgeable demeanor.
• Advanced knowledge of wealth‑management strategies, financial planning, tax and income optimization, and estate planning.
• Strong verbal and written communication, interpersonal, detail‑oriented, and ability to manage multiple time‑sensitive tasks.
• Pro‑active self‑starter with situational awareness, contextual thinking, strong organization, and presentation skills.
• Bachelor’s degree in business or related discipline, or equivalent experience.
• FINRA Series
  65 required; FINRA fingerprinting required.
• CFP certification strongly preferred.

• Base salary range: $ – $ (San Francisco / Bay Area).
• Non‑sales positions: opportunity to participate in a bonus program.
• Sales positions: eligible for sales incentives and a bonus plan.
• Medical, dental, vision, and life insurance.
• 401(k) retirement plan with company match up to 6% and potential discretionary contribution.
• Financial advisory services and broad investment lineup.
• Tuition reimbursement up to $5,250/year.
• Business‑casual environment with option to wear jeans.
• Generous paid time off upon hire, paid time‑off program, ten paid company holidays, and three floating holidays annually.
• Paid volunteer time: 16 hours per calendar year.
• Leave of absence programs including paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups (BRGs) open to all employees.

Ideal candidate resides in the San Francisco / Bay Area and must be available to meet clients in person. Remote or hybrid roles require reliable high‑speed Internet with a wired connection and a suitable home workspace.

We are an equal‑opportunity employer committed 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.

Final date to receive applications:
July
25,2026.