Senior Wealth Advisor – Practice Lead, Wealth Management / Personal Strategy

This is a fully remote position, open to applicants in California.

📋 Description

• Act as the primary advisor within a committed client team, collaborating closely with a Wealth Advisor and Client Experience Specialist to foster enduring relationships with a specific portfolio of Empower clients.

• Deliver an exceptional client experience by addressing needs related to onboarding, financial planning, and investor education.

• Conduct comprehensive relationship management through phone, email, and virtual meetings, with both proactive and reactive engagement.

• Maintain assets under management and attract additional assets through diligent communication, proactive education, and unwavering responsiveness.

• Serve as the intermediary between clients and various internal groups or departments within Empower Personal Wealth to effectively meet client needs.

• Clearly articulate the ‘Personal Strategy’ investment approach; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial goals, while engaging in discussions regarding portfolios, markets, and economic conditions.

• Offer clients holistic financial planning across a wide array of topics, including retirement planning, income optimization, tax-advantaged saving strategies, and education planning.

• Skillfully delegate, coach, train, and develop colleagues and resources.

• Travel to meet clients in person and cultivate strong relationships.

⛳️ Requirements

• Bachelor’s degree in business or a related field, or equivalent experience.

• Over 4 years of relevant work experience in a licensed Advisory role.

• Proven experience with direct client interaction, demonstrating a knowledgeable and professional demeanor.

• Advanced understanding of wealth management strategies, financial planning, tax and income optimization, and estate planning.

• Experience managing a client portfolio in a wealth management context.

• Excellent at conducting effective client consultations – consistently composed, professional, and adept at building trust and fostering long-term client relationships.

• Demonstrated ability to navigate diverse client needs, achieve multi-product goals, and analyze and present investment portfolios to clients.

• FINRA Series 65 is required.

• FINRA fingerprinting is required upon hiring.

• Ability to meet clients in person in the Greater San Francisco Bay area.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a wide range of investment options.

• Tuition reimbursement up to $5,250 per year.

• A business-casual environment that allows for jeans.

• Generous paid time off upon hire – including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• 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) – BRGs promote inclusion and collaboration within our organization and across the communities where we live, work, and play. BRGs are accessible to all.