Senior Private Wealth Advisor, Practice Lead - Northern California

Empower Geographics Inc

Northern California, United States
Base: $136,800.00 - $198,375.00; bonus: competitiv...
Hybrid
10+ years financial services experience
High-net-worth client relationship management
Finra series 65 license required
Empower Geographics Inc is seeking a Senior Private Wealth Advisor, Practice Lead for their Northern California location. The role focuses on providing tailored financial advice to high-net-worth clients and requires significant experience in wealth management and client relationship management

Job Summary

  • The role serves as the lead advisor within a dedicated client team to build lasting relationships with high net worth Empower clients.
  • Candidates must provide holistic financial planning on subjects including retirement, tax-advantaged savings, and estate planning.
  • The company offers generous benefits including up to 6% 401(k) matching, tuition reimbursement, and paid volunteer time.

Matching Summary

Match Score: 85

Empower Geographics Inc is seeking a Senior Private Wealth Advisor, Practice Lead for their Northern California location. The role focuses on providing tailored financial advice to high-net-worth clients and requires significant experience in wealth management and client relationship management.

Salary

Base: $136,800.00 - $198,375.00; Bonus: Competitive bonus compensation available; Benefits: Medical, dental, vision, life insurance, 401(k) match

Skills & Requirements

Must-have

  • 10+ years financial services experience
  • High-net-worth client relationship management
  • FINRA Series 65 license required

Nice-to-have

  • CFP certification preferred
  • Proven success with complex planning
  • Strong situational awareness and empathy

Key Requirements

  • Bachelor's degree in business or equivalent
  • FINRA fingerprinting required
  • 10+ years related work experience

Work Rights

Not specified

Tailored Resume

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