Private Wealth Advisor (private Client - Personal Strategy) - San Francisco/bay Area Region

Empower Geographics Inc

San Francisco, CA, US
Base: $104,800.00 - $148,075.00; bonus/equity: eli...
Hybrid
Client relationship management
Financial planning and analysis
Investment management strategies
Empower offers a flexible work environment with a focus on purpose, well-being, and work-life balance while fostering an inclusive culture and community engagement

Job Summary

  • Empower offers a flexible work environment with a focus on purpose, well-being, and work-life balance while fostering an inclusive culture and community engagement.
  • The Private Wealth Advisor role involves delivering a first-class client experience through strategic financial planning, investment management, and relationship growth within an elite client base.
  • Benefits include medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, paid time off, volunteer time, and inclusive business resource groups.

Matching Summary

Empower offers a flexible work environment with a focus on purpose, well-being, and work-life balance while fostering an inclusive culture and community engagement.

Salary

Base: $104,800.00 - $148,075.00; Bonus/Equity: Eligible for bonus program; Benefits: Medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, paid time off

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and analysis
  • Investment management strategies
  • Proficient with Microsoft Office and Salesforce
  • High-touch personalized client service

Nice-to-have

  • Strong situational awareness
  • Proactive self-starter
  • Excellent communication skills
  • Detail oriented
  • Collaborative team player

Key Requirements

  • Bachelor Degree in Business or related discipline or equivalent experience
  • 5+ years financial services experience
  • FINRA Series 65 license required
  • FINRA fingerprinting required
  • Authorized to work in the U.S.

Work Rights

Authorized to work in the U.S.

Tailored Resume

Cover Letter