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Empower · 10 hours ago

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area

San Francisco, CA

Full-time

Hybrid

Senior Level, Lead/Staff

$134K/yr - $194K/yr

10+ years exp

Empower is committed to transforming financial lives through a flexible and inclusive work environment. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) is responsible for serving as a trusted advisor to high-net-worth clients, focusing on delivering tailored financial advice and ensuring a first-class client experience.

Employee BenefitsNon ProfitSocial

Responsibilities

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

Qualification

FINRA Series 65CFPWealth management strategiesFinancial planningClient relationship managementMicrosoft Office SuiteSalesforceCommunication skillsInterpersonal skillsOrganizational skillsPresentation skills

Required

Bachelor's degree in business or related discipline or equivalent experience

10+ years related work experience in financial services and client experience

Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required

FINRA Series 65 required

FINRA fingerprinting required

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

Preferred

CFP strongly preferred

Prior experience as a high performing Advisor & Planner in the Personal Strategy solution

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 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.