Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay Area Region

Empower Geographics Inc

San Francisco, California, United States
Base: $104,800.00 - $148,075.00; bonus/equity: eli...
Hybrid
4+ years financial services experience
Direct client contact in wealth management
Holistic financial planning expertise
The role focuses on serving mass affluent households in the Greater San Francisco Bay area to help them achieve long-term financial success

Job Summary

  • The role focuses on serving mass affluent households in the Greater San Francisco Bay area to help them achieve long-term financial success.
  • Candidates will act as a lead advisor within a dedicated client practice team, setting the tone for a first-class client experience.
  • The company offers a flexible work environment, generous paid time off, and a $5,000 licensing sign-on bonus for eligible candidates.

Matching Summary

The role focuses on serving mass affluent households in the Greater San Francisco Bay area to help them achieve long-term financial success.

Salary

Base: $104,800.00 - $148,075.00; Bonus/Equity: Eligible for sales incentives and bonus plans; Benefits: Medical, dental, vision, life insurance, 401(k) match up to 6%

Skills & Requirements

Must-have

  • 4+ years financial services experience
  • Direct client contact in wealth management
  • Holistic financial planning expertise
  • Investment strategy recommendation skills
  • Proactive client relationship management

Nice-to-have

  • Natural leadership and team guidance
  • Empathy and clarity in communication
  • Strong situational awareness
  • Self-starter with contextual thinking
  • Proficiency in Salesforce and NetX360

Key Requirements

  • Bachelor degree in business or related discipline
  • FINRA Series 65 license required
  • FINRA fingerprinting required upon hire
  • Authorized 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