Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay Area Region

Empower Geographics Inc

San Francisco, CA, US
Base: $104,800.00 - $148,075.00; bonus/equity: sal...
Hybrid
Client relationship management
Financial planning and advice
Investment portfolio analysis
Empower offers a flexible work environment with fluid career paths and celebrates internal mobility while fostering purpose, well-being, and work-life balance

Job Summary

  • Empower offers a flexible work environment with fluid career paths and celebrates internal mobility while fostering purpose, well-being, and work-life balance.
  • The Senior Wealth Advisor, Practice Lead role involves serving as the lead advisor within a client team to deliver tailored financial advice and build lasting client relationships in the Greater San Francisco Bay area.
  • Employees receive diverse benefits including medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, paid time off, and paid volunteer time.

Matching Summary

Empower offers a flexible work environment with fluid career paths and celebrates internal mobility while fostering purpose, well-being, and work-life balance.

Salary

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

Skills & Requirements

Must-have

  • client relationship management
  • financial planning and advice
  • investment portfolio analysis
  • proactive client communication
  • collaboration with client teams
  • face-to-face client meetings

Nice-to-have

  • strong organizational skills
  • effective presentation skills
  • proactive self-starter
  • situational awareness
  • inclusive work environment
  • volunteering culture

Key Requirements

  • Bachelor degree or equivalent experience
  • 4+ years financial services experience
  • FINRA Series 65 license required
  • FINRA fingerprinting upon hire
  • Authorized to work in the U.S.
  • Ability to meet clients in San Francisco Bay area

Work Rights

Authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter