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

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

📋 Description

• Act as the primary advisor within a specialized client practice team alongside a Wealth Advisor and Client Experience Specialist.

• Cultivate enduring relationships with a dedicated portfolio of Empower clients.

• Deliver exceptional client service for onboarding, financial planning, and investor education.

• Manage client relationships proactively and responsively through phone, email, and virtual meetings.

• Maintain assets under management and attract additional assets through effective communication, education, and responsiveness.

• Serve as a liaison between clients and internal departments within Empower Personal Wealth.

• Clarify the Personal Strategy investment approach.

• Suggest, implement, and assess investment strategies that align with clients’ risk tolerance and financial goals.

• Involve clients in discussions regarding portfolios, markets, and economic conditions.

• Provide comprehensive financial planning, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning.

• Delegate tasks, coach, train, and develop colleagues and resources.

• Meet with clients in the Bay area as necessary.

⛳️ Requirements

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

• Over 4 years of relevant work experience in the financial services sector.

• Experience in direct client interactions while demonstrating a knowledgeable and professional demeanor.

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

• Background in managing a client portfolio within a wealth management environment.

• Outstanding client consultation abilities and the capacity to build trust and long-lasting client relationships.

• Proficient at navigating diverse client needs, achieving multi-product objectives, and analyzing and presenting investment portfolios to clients.

• FINRA Series 65 certification is mandatory.

• FINRA fingerprinting will be required upon hiring.

• Must be willing to meet with clients in the Bay area as necessary.

• Excellent verbal and written communication skills.

• Detail-oriented and capable of managing multiple time-sensitive tasks simultaneously.

• Proactive self-starter with strong situational awareness and contextual thinking skills.

• Strong organizational and presentation abilities.

• Proficient in, or able to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and record-keeping systems.

• Applicants must have authorization to work for any employer in the U.S.

• Must have reliable high-speed internet with a wired connection and a suitable home workspace for remote work.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• 401(k) plan with generous company matching contributions (up to 6%).

• Financial advisory services.

• Potential company discretionary contributions.

• Extensive investment options.

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

• Business-casual work environment, including the option to wear jeans.

• Generous paid time off upon hiring.

• Ten paid company holidays.

• Three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability benefits.

• Family and Medical Leave (FMLA) availability.

• Business Resource Groups (BRGs).

• Flexible work environment.

• Remote work arrangement.

• Necessary computer equipment provided.

• Bonus program or sales incentives, if applicable.