Senior Private Wealth Advisor, Practice Lead – Personal Strategy

Empower

Senior Private Wealth Advisor leading relationships with high-net-worth clients at Empower. Providing tailored financial advice and overseeing client experiences in the San Francisco Bay Area.

Posted 6/27/2026full-timeRemote • California • 🇺🇸 United StatesSenior💰 $136,800 - $198,375 per yearWebsite

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Hard Skills

wealth management strategiesfinancial planningtax optimizationincome optimizationestate planninginvestment strategyportfolio analysisclient onboardingclient retentionNPS

Soft Skills

communication skillsinterpersonal skillsorganizational skillspresentation skillssituational awarenesscontextual thinkingproactive self-starterdetail orientedtrust buildingcoaching

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointSalesforceNetX360recordkeeping systemsproprietary systems

Certifications & Qualifications

Bachelor's degreeFINRA Series 65FINRA fingerprintingCFP

Industry Keywords

high net worth clientsclient experiencefinancial objectivesholistic financial planningclient consultationsadvisory teamclient relationshipsfinancial planning specialists

About the role

Key responsibilities & impact

Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients
Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education.
Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients
Comprehensive relationship management to be conducted via phone, email, and virtual meetings.
Engagement is both proactive and reactive.
Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.
Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.
An ability to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.
Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning.
This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.
Effectively coordinate with advisory team and various EPW stakeholders for client-related requests.
Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.
Travel required to meet with clients face-to-face and build strong relationships.

Requirements

What you’ll need

Bachelor’s degree in business or related discipline or equivalent experience
10+ years related experience in a registered Wealth Advisor position
Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
FINRA Series 65 required
FINRA fingerprinting required
CFP strongly preferred
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills
Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention.

Benefits

Comp & perks

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 broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus 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 facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.