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

About the role

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.

Responsibilities

• 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.
• Engage in 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 liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.
• Provide clients with holistic financial planning on a large variety of subjects, including areas such as 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 effectively delegate, coach, train, and develop colleagues and resources.
• Travel required to meet with clients face-to-face and build strong relationships.

Requirements

• 10+ years related work experience in financial services and client experience.
• Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
• 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.
• 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.
• CFP strongly preferred.

Qualifications

• 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.
• We offer medical, dental, vision and life insurance.
• We offer a retirement savings plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• We offer tuition reimbursement up to $5,250/year.
• We offer a business-casual environment that includes the option to wear jeans.
• We offer a generous paid time off program upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
• We offer paid volunteer time – 16 hours per calendar year.
• We offer leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• We offer 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.

Skills

• Ability to 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.
• Ability to provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning.

Benefits

• 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.

Pay

Base Salary Range $136,800.00 - $198,375.00

Schedule

Remote and Hybrid Positions: Reliable high-speed internet with a wired connection is required. 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.