Senior Private Wealth Advisor, Practice Lead - Sacramento

The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long‑term financial success by serving as a trusted advisor and primary point of contact for high‑net‑worth client households. 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. This role requires a natural leader 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. 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 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 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. 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. 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 delegate, coach, train, and develop colleagues and resources. Travel required to meet with clients face‑to‑face and build strong relationships. What You Will Bring 10+ years related work experience in financial services and client experience. Demonstrated success with high‑net‑worth clients, complicated planning, NPS, and client retention. Previous 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. 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. Proven ability to navigate multiple client needs, deliver on multi‑product goals, and analyze and present investment portfolios to clients. Bachelor’s degree in business or related discipline or equivalent experience. FINRA Series 65 required. FINRA fingerprinting required. CFP strongly preferred. What we offer you 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 $125,400.00 – $181,875.00 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. 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. #J-18808-Ljbffr Empower