The Wealth Advisor role focuses on delivering a high-touch, highly personalized experience to support clients in Southern California while helping them achieve financial freedom
Job Summary
The Wealth Advisor role focuses on delivering a high-touch, highly personalized experience to support clients in Southern California while helping them achieve financial freedom.
Empower Geographics Inc offers a flexible work environment, celebrates internal mobility, and provides diverse benefits including medical, dental, vision, life insurance, 401(k) with company matching, tuition reimbursement, and paid volunteer time.
This position includes a $5,000 licensing sign-on bonus for eligible candidates and emphasizes a welcoming, inclusive culture with a commitment to work-life balance and community involvement.
Matching Summary
The Wealth Advisor role focuses on delivering a high-touch, highly personalized experience to support clients in Southern California while helping them achieve financial freedom.
Salary
Base: $78,800.00 - $111,275.00; Bonus/Equity: Sales incentives and bonus plans may apply; Benefits: Medical, dental, vision, life insurance, 401(k) with matching, tuition reimbursement, paid time off
Skills & Requirements
Must-have
client relationship management
financial planning and analysis
investment strategy recommendation
proactive client engagement
collaboration with advisory team
in-person client meetings in Southern California
Nice-to-have
strong organizational skills
effective client consultations
pro-active self-starter
excellent verbal and written communication
ability to learn proprietary systems quickly
commitment to diversity and inclusion
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 Los Angeles area
authorized to work in the U.S. without sponsorship
Work Rights
Authorized to work in the U.S. without sponsorship