Senior Private Wealth Advisor – Practice Lead
Job in
Santa Barbara, Santa Barbara County, California, 93110, USA
Listed on 2026-07-13
Listing for:
Empower Retirement
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Empower Retirement in Santa Barbara, CA, seeks a Senior Private Wealth Advisor – Practice Lead to serve as the lead advisor for high-net-worth client households. You will retain and grow assets by delivering proactive, tailored financial advice with a personal and strategic approach.
Responsibilities include onboarding, financial planning, and investor education, coordinating with a Wealth Advisor and Client Experience Specialist to deliver a first-class client experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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