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

3 Locationssenior

OperationsManagement

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

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,

Technical Tools

OperationsManagement

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.

Responsibilities

~2 min read

→
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

→
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 fingerprinting required upon hire

Ability to meet clients in person in the Greater San Francisco Bay area

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

~3 min read

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.