Senior Private Wealth Advisor, Practice Lead - Sacramento

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.
• 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 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.
• 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.
• 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.
• Ability to effectively coordinate with advisory team and various EPW stakeholders for client-related requests.
• Ability to delegate, coach, train, and develop colleagues and resources.
• Ability to travel to meet with clients face-to-face and build strong relationships.

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 $125,400.00 - $181,875.00

Schedule

Flexible work environment, and fluid career paths. We also recognize the importance of purpose, well-being, and work-life balance.