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

Senior Wealth Advisor, Practice Lead This role helps 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 in the Greater San Francisco Bay area. The position focuses on retaining and growing net assets through proactive, tailored financial advice delivered with a highly personal and strategic approach. As a natural leader, you will lead a dedicated client practice team (Wealth Advisor and Client Experience Specialist) and set the tone for client interactions, leading with empathy, clarity, and insight. Sign-on Bonus This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to April 30. What You Will Do Serve as the lead advisor within a dedicated client team, building lasting relationships with Empower clients. Provide a first-in-class client experience, including onboarding, financial planning, and investor education. Conduct comprehensive relationship management via phone, email, and virtual meetings, in both proactive and reactive engagement. Retain assets under management and grow assets through diligent communication, proactive education, and responsiveness. Act as liaison between clients and internal groups/departments within Empower Personal Wealth to serve clients. Clearly explain the Personal Strategy investment strategy and recommend, implement, and review investment strategies aligned with clients' risk tolerance and objectives. Provide holistic financial planning on retirement, income optimization, tax-advantaged savings, and education planning. Effectively delegate, coach, train, and develop colleagues and resources. Travel to meet 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 financial services. Experience with direct client contact and a 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, building trust and long-term relationships. Proven ability to navigate multiple client needs, deliver multi-product goals, and analyze and present investment portfolios. 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, managing many time-sensitive tasks simultaneously. Proactive 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. 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, and company discretionary contribution options. Tuition reimbursement up to $5,250 per year. Business-casual environment, option to wear jeans. Generous paid time off upon hire, including paid time off program, ten paid company holidays, and three floating holidays each calendar year. Paid volunteer time – 16 hours per calendar year. Leave of absence programs – paid parental leave, paid short- and long-term disability, and FMLA. Business Resource Groups – open to all. Base Salary Range $104,800.00 – $148,075.00. The salary range above shows the typical minimum to maximum base salary for this position. Actual compensation may vary based on location, experience, education, licensure, and performance. All applicants must be authorized to work in the United States. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. Remote and hybrid positions require reliable high-speed internet with a wired connection and an adequate home workspace. The required internet provider must offer 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 working environment and the required internet connection. 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, 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