Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region

$104.8k - $148.08k

Empower Careers

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Ideal candidate lives in the Bay Area and while this position is remote, the candidate is excited to get out and meet clients in person when needed. The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater San Francisco Bay area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening. This role requires a natural leader—someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. What You Will Do

  • 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 Empower clients
  • Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education
  • 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 the liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients
  • Conduct comprehensive relationship management via phone, email, and virtual meetings
  • 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
  • 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 retirement planning, income optimization, tax-advantaged savings strategies, and education planning
  • Effectively delegate, coach, train, and develop colleagues and resources
  • Travel to meet with clients face-to-face and build strong relationships
What You Will Bring
  • Bachelor degree in business or related discipline or equivalent experience
  • 4+ years related work experience in a licensed Advisory capacity
  • 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 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
  • FINRA Series 65 required
  • FINRA fingerprinting required upon hire
  • Ability to meet clients in person in the Greater San Francisco Bay area
What will set you apart
  • Excellent verbal and written communication skills
  • Detail oriented and able to manage many time-sensitive tasks simultaneously
  • Pro-active self-starter, strong situational awareness and contextual thinking
  • Strong organizational and presentation skills
  • Proficient in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
  • pjpw
  • pjhtf
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
  • 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.
Base Salary Range $104,800.00 - $148,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer - Drug-free workplace 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 (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, 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. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 07-28-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency ( and sign up for Empower's free newsletter. Workplace Flexibility: Remote - Must reside within territory Empower Careers

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region in San Francisco, CA vacancy
  • $106.25k - $125k

     ...Work at Mercer Advisors? For more than...  ..., investment management, business management...  .... Regis Wealth Advisors work hand...  ...experts in all areas of wealth management...  ...growing their practice through...  ...leverage to the Senior Wealth Advisor...  ...Consultant (ChFC), Personal Financial Specialist... 
    Personal
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    12 days ago
  •  ...Principal or Senior Principal, Anthropic...  ...to support the region between 25-35%....  ...Solution Lead, you’ll partner...  ...industry best practices to create scalable...  ...and integration strategies to ensure scalable...  ..., change management leads, data architects...  ..., not just personal use* Familiarity... 
    Personal
    Senior
    Temporary work
    Part time
    Work at office
    Local area

    Slalom

    San Francisco, CA
    12 hours ago
  • $250k

     ...accountable for management of complex/...  ...areas. Leads and directs...  ...geographic regions. Excellent communication...  ...often at a senior level. Some...  ...investment advisor for clients,...  ...capital markets strategies (equity,...  ...judgment regarding personal behavior,...  ...business practices, and escalating... 
    Personal
    Full time
    Temporary work
    Part time

    Citigroup

    San Francisco, CA
    17 hours ago
  • $197.5k - $271.5k

     ....About this roleWe are looking for a Strategy & Analytics Senior Lead to drive better product decisions, faster...  ..., define KPIs, size opportunity areas, and measure and report on performance...  ...PrivacyFor information about the type of personal data Faire collects from applicants,... 
    Personal
    Senior
    Part time
    Work experience placement
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours
    3 days per week

    Faire

    San Francisco, CA
    12 hours ago
  • $197.5k - $271.5k

     ...retailers do business. We're looking for a Strategy & Analytics Senior Lead to drive better decisions, faster, as...  ...-impact questions, and you'll be the person who surfaces the most salient...  ...analyses, define KPIs, size opportunity areas, and measure and report on... 
    Personal
    Senior
    Part time
    Work experience placement
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours
    3 days per week

    Faire

    San Francisco, CA
    12 hours ago
  • $72k - $180k

     ...Description This is a regional posting for...  ...the San Francisco Bay Area as needed. The Sales Manager is responsible for...  ...role involves leading a team of sales representatives...  ..., and implement strategies to exceed targets...  ...for continued personal and professional... 
    Personal
    Full time

    Swickard Auto Group

    San Francisco, CA
    8 hours ago
  • $192.8k - $396k

     ...Job SummaryThe Senior Principal Counsel and Lead Strategy & Transactions Counsel...  ...coordinating, and efficiently managing disperse in-house...  ..., anticipating areas of risk, concern,...  ...boards).Relevant practice experience in a law...  ..., CA CampusMission Bay (SF) Work StyleHybridShiftDaysShift... 
    Senior
    Part time
    Work experience placement
    Work at office
    Worldwide
    Shift work

    University of California, San Francisco

    San Francisco, CA
    12 hours ago
  •  ...highly tuned strategies to address clients...  ...investment management, general...  ...Services Trust advisors discuss the needs...  ...and provide personalized advice and wealth and asset...  ...is seeking a Senior Lead Trust Advisor...  ...about the career areas and lines of...  ...identified region will include... 
    Personal
    Senior
    Full time
    Part time
    Work experience placement
    Work at office

    Wells Fargo

    San Francisco, CA
    12 hours ago
  • $102.5k - $187.9k

     ...providers, investment managers and broker-dealers....  ...opportunities for personal growth and career...  ...similar teams in other regions in Europe, India,...  ...-date on emerging leading practices in this fast-growing area and identify where...  ..., consulting, tax, strategy and transactions. Fueled... 
    Personal
    Senior
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours
    Shift work

    Ernst & Young

    San Francisco, CA
    21 days ago
  • $124k - $335k

     ...Asset and Wealth Management Specialism...  ...Industry Tax Practice Management...  ...Level Senior Manager Job...  ...issues from strategy to execution...  ...in area of specialism...  ...Initiate and lead open conversations...  ...a strategic advisor, leveraging...  ..., vacation, personal and family sick... 
    Personal
    Senior
    H1b
    Local area
    Overseas

    PricewaterhouseCoopers

    San Francisco, CA
    1 day ago
  •  ...Senior Wealth Advisor About the Company Prominent independent investment management firm Industry Financial Services...  ...role also involves leading the team in the continued...  ...expansion of the region, particularly in...  ...investment strategies. The ideal candidate... 
    Senior
    Local area

    Confidential

    San Francisco, CA
    5 days ago
  • $77k - $214k

     ...Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:...  ...compliance, and strategy. These individuals...  ...growing your personal brand,...  ...experiences you need to lead and deliver...  ...development areas. Interpret...  ...efficiencies. As a Senior Associate you... 
    Personal
    Senior
    Full time
    H1b

    PwC

    San Francisco, CA
    1 day ago
  • $122.4k - $228k

     ...Wealth Management Relationship Manager...  ...and highly personalized interaction...  ...branch and regional teams to identify...  ...retention strategy the...  ...their trusted advisor. Develops...  ...needs. Leads a deal team...  ...recommendations to senior leaders on...  ...pricing practices for... 
    Personal
    Senior
    Part time
    Shift work

    Bmo

    San Francisco, CA
    2 days ago
  • $133.37k - $156.9k

     ...life, and each person is unique in...  ...Law Division’s Wealth Management & Investment Services...  ...as a trusted advisor, providing...  ...and business strategy. The position...  ...partners to develop practical, risk-informed...  ...subject areas is preferred.-...  ....- Ability to lead and work in a... 
    Personal
    Senior
    Full time
    Part time
    Local area
    3 days per week

    US Bank

    San Francisco, CA
    12 hours ago
  • $148.5k - $260.1k

     ...career at the company leading workforce...  ...Security is hiring a Senior and Lead Security...  ...technical.You're Our Person If...Leveling will...  ...limitless in all areas of your life. Our...  ...equitable compensation practices that reflect the...  ...across various regions. The typical base... 
    Personal
    Senior
    Full time
    Part time

    Salesforce

    San Francisco, CA
    12 hours ago
  • $170.6k - $390k

     ...’s Digital Risk practice is supporting leading Technology, Media...  ...are seeking a Senior Manager – Digital Risk to...  ...as a trusted advisor to senior client...  ...technical risk areas Provide technical...  ...together in person 40-60% of the time...  ...consulting, tax, strategy and transactions... 
    Personal
    Senior
    Summer holiday
    Flexible hours

    Ernst & Young

    San Francisco, CA
    3 days ago
  • $117.2k - $313.7k

     ...at the company leading workforce transformation...  ...Public Cloud (Senior/Lead/Principal)...  ...and hiring managers across the...  ...modern engineering practices, with AI as a...  ...in all areas of your life. Our...  ...how we use your personal data and your rights...  ...across various regions. The typical... 
    Personal
    Senior
    Full time
    Part time

    Salesforce

    San Francisco, CA
    12 hours ago
  •  ...clients through personal and...  ...comprehensive wealth management and investment...  ...recognized by leading companies and...  ...seeking a Wealth Advisor, Managing Director...  ...will live in the bay area. This is a hybrid...  ...and portfolio strategy Prepare...  ...directly with senior leaders and high... 
    Personal
    Live in
    Work at office
    Local area
    Immediate start

    BakerAvenue

    San Francisco, CA
    23 days ago
  • $123k - $140k

     ...Maven is looking for a Senior Strategy & Operations Associate who...  ...— you set the timeline, manage stakeholders, resolve...  ...the New York Metropolitan area, NY, and remotely via San Francisco/Bay Area, CA, Seattle, WA. For...  ...office, we encourage in-person collaboration by... 
    Personal
    Senior
    Full time
    Contract work
    Work at office
    Immediate start
    Remote work
    Flexible hours
    3 days per week

    Maven Clinic Co

    San Francisco, CA
    8 hours ago
  •  ...Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for clients with...  ...about the career areas and business divisions...  ...; act as an advisor to guide and influence...  ...stakeholdersLead the strategy and resolution for...  ...activities or personal investing; affected... 
    Personal
    Senior
    Full time
    Part time
    Work experience placement

    Wells Fargo

    Oakland, CA
    12 hours ago
  • $90.4k - $135.6k

     ...Hanger's vision is to lead the orthotic and...  ...For You? The Senior Business Development Manager (BDM) is a result...  ...executing sales strategies in assigned...  ...Clinic team including Area Directors, Group Practice Leaders, and administrative...  ...: Regional Remote PositionFT... 
    Senior
    Contract work
    Part time
    Local area
    Remote work

    Hanger

    San Francisco, CA
    12 hours ago
  •  ...Senior Business Operations Program Manager Hybrid - San Diego,...  ...empower every person to own their...  ...insights and practical steps to...  ...Partner with leads across Product...  ...based in the bay area....  ...consulting, strategy, or business...  ...future. ~ Region 1: $150,000... 
    Personal
    Senior
    Work at office
    Local area
    Remote work
    Flexible hours
    Shift work

    Oura

    San Francisco, CA
    3 days ago
  • $122.4k - $228k

     ...Develops, manages, retains and...  ...and highly personalized interaction....  ...branch and regional teams to identify...  ...retention strategy the portfolio...  ...their trusted advisor. Develops...  ...family needs. Leads a deal team...  ...recommendations to senior leaders on...  ...pricing practices for products... 
    Personal
    Senior
    Local area
    Shift work

    BMO U.S.

    San Francisco, CA
    3 days ago
  • $150k - $250k

     ...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities...  ...revolves around a personal financial plan and...  ...to integrate financial strategies and investments for clients...  ...compensation, industry-leading benefits and a flexible... 
    Personal
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    San Francisco, CA
    3 days ago
  • $165k - $275k

     ...Morgan Stanley is a leading global financial...  ..., investment management and wealth management services...  ...philosophy that balances personal lifestyles,...  ...in the Western Region, E*TRADE and certain...  ...is seeking a senior litigation attorney...  ...for strategy, case investigation... 
    Personal
    Senior
    Temporary work
    Part time
    Worldwide

    Morgan Stanley

    San Francisco, CA
    12 hours ago
  •  ...Our team is looking to add a Senior Project Controls Analyst, to...  ...a key member of our Project Management Team, you'll perform client management...  ...and provide alternative strategies for mitigation /...  ...bonus Must be local to the Bay Area, to go to the office on a Hybrid... 
    Senior
    For contractors
    Work at office
    Local area

    Jacobs

    San Francisco, CA
    2 days ago
  •  ...Lead Foreman + Senior Carpenter Habitat Horticulture is a recognized...  ...extensive experience managing crews, coordinating...  ...: San Francisco Bay Area Schedule: Full-Time...  ...early and provide practical, solutions-oriented leadership...  ...accountability and personal ownership Must... 
    Personal
    Senior
    Full time
    For subcontractor
    Casual work

    Habitat Horticulture

    Berkeley, CA
    5 days ago
  • $198.7k - $391.6k

     ...The Experience Design Strategy Senior Manager is a client-facing...  ...executive level and leading cross-functional teams...  ...and leaders to support practice growth through proposals...  ...using AI, including personal projects, is a strong...  ..., and actions across areas that help drive... 
    Personal
    Senior
    Part time
    Local area

    Deloitte

    San Francisco, CA
    12 hours ago
  • $85.85k - $101k

     ...Why Work at Mercer Advisors? For more than...  ..., investment management, business management...  ...financial plan. In the Senior Financial Planner...  ...within Family Wealth Services and...  ...to develop client strategies that incorporate...  ...Pet Insurance ~ Personalized financial planning... 
    Senior
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    18 days ago
  •  ...exclusive features. As a leading firm in retirement plan consulting and wealth management, we recognize the...  ...(MD) and/or Senior Wealth Advisor, the Associate Wealth...  ...implement portfolio strategies to help meet clients...  ...jobs in San Francisco Bay Area . San Francisco, CA... 
    Full time
    Work at office

    Course

    San Francisco, CA
    8 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region. Be the first to apply!