Private Wealth Advisor

The Private Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, the Wealth Advisor delivers high‑touch, highly personalized support to our clients. Focus is on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. This role is ideal for a detail‑oriented, proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all. This Private Wealth Advisor role is based in Southern California. Responsibilities Provide a best‑in‑class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education. Lead clients through an optimal experience by effective management of outreach campaigns and Financial Planning milestones. Collaborate with your advisory team to grow and maintain strong long‑term relationships with highly valued clients. Provide comprehensive financial planning services tailored to clients’ individual needs and goals. Recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Track market trends, economic conditions, and regulatory changes impacting investments. Assist with monthly audit reviews in collaboration with various internal stakeholders. Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests. Qualifications Bachelor’s degree in Business or related discipline or equivalent experience. 5+ years related work experience in financial services and client experience. Demonstrated knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning. Excellent verbal and written communication skills, including presentation skills. Detail oriented while managing multiple time‑sensitive tasks simultaneously. Proactive self‑starter, strong situational awareness, and strong organizational skills. Exceptional at delivering effective client consultations—always composed, professional, and skilled at establishing trust and building long‑term client relationships. FINRA Series 65 required. FINRA fingerprinting required upon hire. Preferred Qualifications CFP preferred. Proficiency in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and record‑keeping systems. Benefits Medical, dental, vision, and life insurance. 401(k) plan with company matching up to 6%, potential company discretionary contribution, and a broad investment lineup. Tuition reimbursement up to $5,250 per year. Business‑casual environment, including 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‑term and long‑term disability, and Family and Medical Leave (FMLA). Business Resource Groups (BRGs) facilitating inclusion and collaboration across the business and communities. Base Salary Range : $104,800.00 – $148,075.00. Non‑sales positions may receive a bonus program. Sales positions are eligible for sales incentives and a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Equal Opportunity Employer – We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. #J-18808-Ljbffr Empower Retirement, LLC