Wealth Advisor - Bay Area

Empower Geographics Inc

San Francisco, California, United States
Base: $78,800.00 - $111,275.00; bonus: competitive...
Hybrid
4+ years financial services experience
Finra series 65 license required
In-person client meetings in sf bay area
The role focuses on delivering a high-touch, personalized financial planning experience to an elite client base in the San Francisco Bay area

Job Summary

  • The role focuses on delivering a high-touch, personalized financial planning experience to an elite client base in the San Francisco Bay area.
  • Candidates must provide comprehensive financial planning services, manage investment strategies, and coordinate ongoing financial reviews.
  • The company offers competitive bonus compensation, generous paid time off, and up to $5,250/year in tuition reimbursement.

Matching Summary

The role focuses on delivering a high-touch, personalized financial planning experience to an elite client base in the San Francisco Bay area.

Salary

Base: $78,800.00 - $111,275.00; Bonus: Competitive bonus compensation available; Benefits: Medical, dental, vision, 401(k) match up to 6%

Skills & Requirements

Must-have

  • 4+ years financial services experience
  • FINRA Series 65 license required
  • In-person client meetings in SF Bay Area

Nice-to-have

  • Strong situational awareness and contextual thinking
  • Proficient in Salesforce and NetX360 systems
  • Proven ability to navigate multiple client needs

Key Requirements

  • Bachelor degree in Business or related discipline
  • FINRA Series 65 certification
  • 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