Senior Private Wealth Advisor, Practice Lead; Remote​/Hybrid in Northern California

Senior Private Wealth Advisor, Practice Lead (Personal Strategy)

We are seeking an experienced Senior Private Wealth Advisor to serve as the primary point of contact for high-net-worth client households in the Santa Cruz area. The role focuses on retaining and growing net assets by delivering proactive, tailored financial advice through a highly personal and strategic approach.

• Serve as the lead advisor within a dedicated client team, collaborating with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net‑worth Empower clients.
• Deliver a first‑class client experience servicing needs related to onboarding, financial planning, and investor education.
• Maintain strong long‑term relationships through phone, email, and virtual meetings; engage in proactive and reactive communication.
• Retain assets under management and seek additional assets through diligent communication, education, and responsiveness.
• Act as liaison between clients and internal groups/departments within Empower Personal Wealth.
• Explain the ‘Personal Strategy’ investment framework, recommend, implement, and review strategies that align with clients’ risk tolerance and objectives.
• Provide holistic financial planning on retirement, income optimization, tax‑advantaged savings, and education planning; collaborate with Financial Planning Specialists on complex issues.
• Coordinate with advisory team and EPW stakeholders for client requests; delegate, coach, train, and develop colleagues and resources.
• Travel to meet clients face‑to‑face as required.

• 10+ years of experience in financial services with a focus on client experience.
• Demonstrated success working with high‑net‑worth clients, complex planning, client retention, and NPS.
• Direct client contact experience with a professional, knowledgeable demeanor.
• Advanced knowledge of wealth management, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication, strong interpersonal skills, attention to detail, and ability to manage multiple time‑sensitive tasks.
• Pro‑active self‑starter with strong situational awareness and organizational skills.
• Bachelor’s degree in business or related discipline, or equivalent experience.
• FINRA Series 65 required; FINRA fingerprinting required.
• CFP highly preferred.

• Medical, dental, vision, and life insurance.
• 401(k) retirement savings plan with up to 6% company match and potential discretionary contribution.
• Financial advisory services and broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business‑casual work environment with optional jeans.
• Generous paid time off, 10 paid company holidays, and three floating holidays annually.
• Paid volunteer time – 16 hours per year.
• Paid parental leave, short‑and long‑term disability, and FMLA programs.
• Business Resource Groups (BRGs) for inclusion and collaboration.
• Remote or hybrid work option – requires high‑speed internet and a suitable home workspace.

Base salary range: $125,400 – $181,875. Eligible for a bonus program with potential to exceed base salary based on performance.

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, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other protected status.

Job Posting End Date: 07‑25‑2026