Senior Private Wealth Advisor: Practice Lead; Remote
Remote / Online - Candidates ideally in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-13
California, Moniteau County, Missouri, 65018, USA
Listing for:
Empower Retirement, LLC
Full Time, Remote/Work from Home
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Location: California
Empower Retirement, LLC is seeking an experienced Senior Private Wealth Advisor to lead a dedicated client team serving high-net-worth households in the Santa Cruz area. You will deliver tailored financial advice, focusing on retention and growth of assets through proactive planning and personalized service.
The role requires extensive experience in wealth management, complex planning, and strong client relations, with FINRA Series 65 and CFP preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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