Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Northern California

Role Summary Senior Private Wealth Advisor, Practice Lead (Personal Strategy) helps high‑net‑worth clients achieve long‑term financial success by serving as a trusted advisor and primary point of contact. The role focuses on retaining and growing net assets through proactive, tailored financial advice delivered in a highly personal and strategic manner. Ideal candidate lives in the Northern California area and is excited to meet with clients in person. This position offers competitive bonus compensation on top of the base pay. 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. Conduct 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 and 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 wide 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. Delegate, coach, train, and develop colleagues and resources as needed. 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. 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; a 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. Demonstrated success with high‑net‑worth clients, complicated planning, NPS, and client retention. Bachelor’s degree in business or related discipline or equivalent experience. FINRA Series 65 required. FINRA fingerprinting required. CFP strongly preferred. What We Offer Medical, dental, vision, and life insurance. Retention 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 per 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) to facilitate inclusion and collaboration across the business internally and throughout the communities we live, work, and play. BRGs are open to all. Base Salary Range $136,800.00 – $198,375.00. 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 wherein total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from the 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. Remote and hybrid positions require reliable high‑speed internet with a wired connection; 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. 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. #J-18808-Ljbffr Empower Retirement