Private Wealth Advisor (private Client - Personal Strategy) - San Francisco/bay Area Region

Empower Geographics Inc

San Francisco, California, United States
Base: $104,800.00 - $148,075.00; bonus/equity: sal...
Hybrid
5+ years financial services experience
Finra series 65 license required
Client relationship management skills
The role focuses on delivering a high-touch, highly personalized client experience through proactive relationship management and strategic planning

Job Summary

  • The role focuses on delivering a high-touch, highly personalized client experience through proactive relationship management and strategic planning.
  • Candidates are eligible for a $5,000 licensing sign-on bonus if they apply between March 25 and April 30.
  • The company offers comprehensive benefits including medical insurance, a 401(k) plan with up to 6% matching, and 16 hours of paid volunteer time annually.

Matching Summary

The role focuses on delivering a high-touch, highly personalized client experience through proactive relationship management and strategic planning.

Salary

Base: $104,800.00 - $148,075.00; Bonus/Equity: Sales incentives and potential bonus plan available; Benefits: Medical, dental, vision, life, 401(k) match, tuition reimbursement

Skills & Requirements

Must-have

  • 5+ years financial services experience
  • FINRA Series 65 license required
  • Client relationship management skills
  • Financial planning and analysis expertise
  • Investment strategy recommendation

Nice-to-have

  • CFP certification preferred
  • High performing advisor background
  • Personal Strategy solution experience
  • Strong situational awareness
  • Proactive self-starter attitude

Key Requirements

  • Bachelor Degree in Business or related discipline
  • FINRA Series 65 required
  • FINRA fingerprinting required
  • Authorized to work for any employer in the U.S.
  • No visa sponsorship available

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter