Wealth Advisor - Wealth Management / Personal Strategy- Bay Area

Empower Geographics Inc

San Francisco, CA, US
Base: $78,800.00 - $111,275.00; bonus/equity: elig...
Hybrid
Client relationship management
Financial planning and analysis
Investment strategy implementation
Empower offers a flexible work environment and celebrates internal mobility while emphasizing purpose, well-being, and work-life balance

Job Summary

  • Empower offers a flexible work environment and celebrates internal mobility while emphasizing purpose, well-being, and work-life balance.
  • The Wealth Advisor role focuses on delivering a high-touch, personalized client experience to help clients achieve financial freedom through strategic planning and investment management.
  • 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 and celebrates internal mobility while emphasizing purpose, well-being, and work-life balance.

Salary

Base: $78,800.00 - $111,275.00; Bonus/Equity: Eligible for bonus program or sales incentives; Benefits: Medical, dental, vision, life insurance, 401(k) match, tuition reimbursement, paid time off

Skills & Requirements

Must-have

  • client relationship management
  • financial planning and analysis
  • investment strategy implementation
  • collaboration with advisory teams
  • proactive client engagement
  • knowledge of wealth management strategies

Nice-to-have

  • strong organizational and presentation skills
  • pro-active self-starter
  • excellent verbal and written communication
  • ability to thrive in fast-paced environment
  • commitment to diversity and inclusion
  • experience with Microsoft Office and Salesforce

Key Requirements

  • Bachelor degree or equivalent experience
  • 4+ years financial services experience
  • FINRA Series 65 license required
  • FINRA fingerprinting required upon hire
  • Ability to meet clients in person in Greater SF Bay area
  • Authorized to work in the U.S. without sponsorship

Work Rights

Authorized to work in the U.S. without sponsorship

Tailored Resume

Cover Letter