Senior Private Wealth Advisor, Practice Lead (personal Strategy) - Northern California

Empower Geographics Inc

Northern California, US
Base: $136,800.00 - $198,375.00; bonus: competitiv...
Hybrid
10+ years financial services experience
Direct client contact with high-net-worth individuals
Finra series 65 license required
The role serves as the lead advisor within a dedicated client team, ensuring every interaction is easy, personal, and enlightening

Job Summary

  • The role serves as the lead advisor within a dedicated client team, ensuring every interaction is easy, personal, and enlightening.
  • Candidates must possess over 10 years of experience in financial services and hold a FINRA Series 65 license.
  • The position offers a competitive base salary ranging from $136,800 to $198,375 plus potential bonus compensation and comprehensive benefits.

Matching Summary

The role serves as the lead advisor within a dedicated client team, ensuring every interaction is easy, personal, and enlightening.

Salary

Base: $136,800.00 - $198,375.00; Bonus: Competitive bonus compensation on top of base pay; Benefits: Medical, dental, vision, life insurance, 401(k) match up to 6%, tuition reimbursement up to $5,250/year

Skills & Requirements

Must-have

  • 10+ years financial services experience
  • Direct client contact with high-net-worth individuals
  • FINRA Series 65 license required
  • Proven asset retention and growth strategies
  • Holistic financial planning expertise

Nice-to-have

  • CFP certification preferred
  • Strong situational awareness and contextual thinking
  • Experience coaching and developing colleagues
  • Commitment to work-life balance and volunteering

Key Requirements

  • 10+ years related work experience
  • FINRA Series 65 required
  • Bachelor's degree or equivalent experience
  • FINRA fingerprinting required
  • CFP strongly preferred

Work Rights

Not specified

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