Wealth Advisor - Wealth Management / Personal Strategy - Bay Area

Empower

San Francisco Bay Area, US
Base: $78,800.00 - $111,275.00; bonus/equity: comp...
Hybrid
4+ years financial services experience
Finra series 65 license required
Manage book of clients in wealth management
The role focuses on delivering a high-touch, personalized client experience through proactive relationship management and strategic planning

Job Summary

  • The role focuses on delivering a high-touch, personalized client experience through proactive relationship management and strategic planning.
  • Candidates will coordinate ongoing financial reviews, identify opportunities to deepen relationships, and expand wallet share within an elite client base.
  • The position offers a competitive base salary range of $78,800 to $111,275, along with a potential $5,000 licensing sign-on bonus and comprehensive benefits.

Matching Summary

The role focuses on delivering a high-touch, personalized client experience through proactive relationship management and strategic planning.

Salary

Base: $78,800.00 - $111,275.00; Bonus/Equity: Competitive bonus compensation; $5,000 licensing sign-on bonus (March 25-April 30); Benefits: Medical, dental, vision, 401(k) match up to 6%, tuition reimbursement

Skills & Requirements

Must-have

  • 4+ years financial services experience
  • FINRA Series 65 license required
  • Manage book of clients in wealth management

Nice-to-have

  • Deep curiosity and strong financial acumen
  • Ability to thrive in fast-paced environment
  • Proficient in Salesforce and NetX360 systems

Key Requirements

  • Bachelor degree in Business or related discipline
  • FINRA Series 65 certification
  • FINRA fingerprinting upon hire
  • Authorization to work for any employer in the U.S.

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter