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

Empower

Senior Wealth Advisor leading client practices for Empower’s financial planning and investment services. Delivering holistic advice, investment strategy, and relationship management for mass affluent households.

Posted 8/21/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $87,400 - $123,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management strategies, financial planning, and client relationship management, with a strong focus on delivering exceptional client service and education. Proficient in analyzing investment portfolios and implementing tailored financial strategies aligned with clients' objectives.

Highest-signal resume keywords

Wealth Management StrategiesFinancial PlanningClient Relationship ManagementFINRA Series 65Microsoft Office Suite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningWealth Management StrategiesTax OptimizationEstate PlanningPortfolio AnalysisClient ConsultationInvestment Strategy ImplementationClient OnboardingRisk Tolerance AssessmentMulti-Product Goal Delivery

Soft Skills

Exceptional Communication SkillsDetail OrientedProactive Self-StarterStrong Organizational SkillsSituational Awareness

Tools & Technologies

SalesforceNetX360Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPoint

Certifications & Qualifications

FINRA Series 65FINRA Fingerprinting

Industry Keywords

Client ExperienceInvestor EducationHolistic Financial PlanningRetirement PlanningIncome OptimizationTax-Advantaged Savings StrategiesClient LiaisonBay Area Client Meetings

About the role

Key responsibilities & impact

Serve as lead advisor within a dedicated client practice team alongside a Wealth Advisor and Client Experience Specialist
Build lasting relationships with a dedicated book of Empower clients
Provide first-in-class client service for onboarding, financial planning, and investor education
Manage client relationships proactively and reactively via phone, email, and virtual meetings
Retain assets under management and garner additional assets through communication, education, and responsiveness
Liaise between clients and internal groups/departments within Empower Personal Wealth
Explain the Personal Strategy investment strategy
Recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives
Engage clients in portfolio, market, and economic discussions
Provide holistic financial planning covering retirement planning, income optimization, tax-advantaged savings strategies, and education planning
Delegate, coach, train, and develop colleagues and resources
Meet clients in the Bay area as needed

Requirements

What you’ll need

Bachelor degree in business or related discipline or equivalent experience
4+ years related work experience in financial services
Experience with direct client contact while exhibiting a knowledgeable, professional demeanor
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Experience managing a book of clients in a wealth management setting
Exceptional client consultation skills and ability to establish trust and build long-term client relationships
Ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
FINRA Series 65 required
FINRA fingerprinting required upon hire
Willingness to meet clients in the Bay area as needed
Excellent verbal and written communication skills
Detail oriented and able to manage many time-sensitive tasks simultaneously
Pro-active self-starter with strong situational awareness and contextual thinking
Strong organizational and presentation skills
Proficient in, or able to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Applicants must be authorized to work for any employer in the U.S.
Reliable high-speed internet with a wired connection and a suitable home workspace for remote work

Benefits

Comp & perks

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions (up to 6%)
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment including the option to wear jeans
Generous paid time off upon hire
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
Family and Medical Leave (FMLA)
Business Resource Groups (BRGs)
Flexible work environment
Remote work arrangement
Necessary computer equipment provided
Bonus program or sales incentives, as applicable