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About the Role

The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) serves as a trusted advisor and primary point of contact for high-net-worth client households, focused on retaining and growing net assets through proactive, tailored financial advice. This role leads a dedicated client practice team, setting the tone for client interactions with empathy, clarity, and insight to deliver a first-class experience.

Responsibilities

Serve as the lead advisor within a dedicated client team, collaborating with a Wealth Advisor and Client Experience Specialist to build lasting relationships with high net worth clients.
Provide a first-in-class client experience, servicing needs related to client onboarding, financial planning, and investor education.
Collaborate with 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, with engagement being both proactive and reactive.
Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.
Act as a liaison between clients and various internal groups/departments within Empower Personal Wealth.
Clearly explain the ‘Personal Strategy’ investment strategy, recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives.
Engage with clients on portfolio, market, and economic discussions.
Provide clients with holistic financial planning on 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 the advisory team and various EPW stakeholders for client-related requests.
Delegate, coach, train, and develop colleagues and resources.
Travel 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.
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.
FINRA Series 65 required.
FINRA fingerprinting required.
For remote and hybrid positions, reliable high-speed internet with a wired connection and a dedicated workspace are required.

Skills

Wealth management strategies
Financial planning
Tax and income optimization
Estate planning
Communication skills
Interpersonal skills
Organizational skills
Presentation skills
Investment portfolio analysis

Location

San Francisco/Bayarea

Work Type

Onsite
Remote
Hybrid

Experience Level

10+ years

Education Level

Bachelor’s degree in business or related discipline or equivalent experience

Salary/Compensations

$136,800.00 - $198,375.00

Benefits

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions (up to 6%)
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment (option to wear jeans)
Generous paid time off upon hire
Ten paid company holidays
Three floating holidays each calendar year
Paid volunteer time (16 hours per calendar year)
Paid parental leave
Paid short- and long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups (BRGs)

About the Company

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.
At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology.
As a Sr. Private Wealth Advisor – Practice Lead, you bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening.

Equal Opportunity

Equal opportunity employer
Drug-free workplace
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.