Senior Private Wealth Advisor, Practice Lead (personal Strategy) - Bay Area

Empower Geographics Inc

Bay Area, US
Base: $136,800.00 - $198,375.00; bonus/equity: not...
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High-net-worth client households
Proactive, tailored financial advice
Lead advisor within a client practice team
** Empower Geographics Inc is seeking a Senior Private Wealth Advisor, Practice Lead in the Bay Area to serve as a primary contact for high-net-worth clients, providing personalized financial advice and strategic planning. The role emphasizes client relationship management and requires a strong background in financial services, with a focus on proactive communication and tailored strategies. **

Job Summary

  • This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach.
  • This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist.
  • We offer an array of diverse and inclusive benefits regardless of where you are in your career.

Matching Summary

Match Score: 75

** Empower Geographics Inc is seeking a Senior Private Wealth Advisor, Practice Lead in the Bay Area to serve as a primary contact for high-net-worth clients, providing personalized financial advice and strategic planning. The role emphasizes client relationship management and requires a strong background in financial services, with a focus on proactive communication and tailored strategies. **

Salary

Base: $136,800.00 - $198,375.00; Bonus/Equity: Not specified; Benefits: Medical, dental, vision and life insurance, 401(k) plan with matching, tuition reimbursement, paid time off, paid volunteer time, leave of absence programs

Skills & Requirements

Must-have

  • High-net-worth client households
  • Proactive, tailored financial advice
  • Lead advisor within a client practice team
  • Client onboarding, financial planning, investor education
  • Retain and grow assets under management
  • Holistic financial planning
  • In-person client meetings

Nice-to-have

  • Transforming financial lives
  • Flexible work environment
  • Welcoming and inclusive environment
  • Purpose, well-being, and work-life balance

Key Requirements

  • Bachelor’s degree or equivalent experience
  • 10+ years related work experience
  • FINRA Series 65 required
  • FINRA fingerprinting required
  • CFP strongly preferred
  • Demonstrated success with high-net-worth clients

Work Rights

Not specified

Tailored Resume

Cover Letter