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

About the role

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.

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 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

Requirements

• 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
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
• Pioneering ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
• FINRA Series 65 required
• FINRA fingerprinting required upon hire

Qualifications

• 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

Skills

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

Benefits

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 insuranceRetirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time — 16 hours per calendar yearLeave 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 $104,800.00 - $148,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. 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, whereby total compensation may far exceed base salary depending on individual performance.

Schedule

Actual compensation offered may vary from 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.