Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Northern California

Empowercommunitycare

San Francisco Bay Area, California, United States
Base: $104,800.00 - $148,075.00; bonus/equity: eli...
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4+ years financial services experience
Direct client contact in wealth management
Holistic financial planning expertise
** Empowercommunitycare seeks a Senior Wealth Advisor & Practice Lead in the San Francisco Bay Area to provide tailored financial advice to mass affluent clients. The role emphasizes building client relationships, delivering exceptional service, and contributing to a collaborative team environment while enjoying a flexible work setting. **

Job Summary

  • The role serves as a lead advisor for mass affluent households, focusing on retaining and growing net assets through proactive, tailored financial advice.
  • Candidates will deliver a first-class client experience by providing holistic financial planning on retirement, tax optimization, and estate planning while acting as a liaison between clients and internal departments.
  • The position offers a competitive base salary range of $104,800 to $148,075, along with a potential $5,000 licensing sign-on bonus and comprehensive benefits including tuition reimbursement.

Matching Summary

Match Score: 75

** Empowercommunitycare seeks a Senior Wealth Advisor & Practice Lead in the San Francisco Bay Area to provide tailored financial advice to mass affluent clients. The role emphasizes building client relationships, delivering exceptional service, and contributing to a collaborative team environment while enjoying a flexible work setting. **

Salary

Base: $104,800.00 - $148,075.00; Bonus/Equity: Eligible for competitive bonus compensation and $5,000 licensing sign-on bonus (March 25-April 30); Benefits: Medical, dental, vision, life insurance, 401(k) matching up to 6%, tuition reimbursement up to $5,250/year

Skills & Requirements

Must-have

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

Nice-to-have

  • Natural leadership and team collaboration
  • Empathy and clarity in client interactions
  • Strong situational awareness and contextual thinking
  • Ability to delegate and coach colleagues
  • Proficiency with 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