Senior Wealth Advisor – Practice Lead, Wealth Management / Personal Strategy
Location
California
Posted
2 days ago
Salary
$104.8K - $148.1K / year
Seniority
Senior
Job Description
Senior Wealth Advisor – Practice Lead, Wealth Management / Personal Strategy
Empower
• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients • Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education • Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive • Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness • Act as the liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients • Clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions • Provide clients with holistic financial planning on a large variety of subjects, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning • Effectively delegate, coach, train, and develop colleagues and resources • Travel to meet with clients face-to-face and build strong relationships
Job Requirements
- Bachelor degree in business or related discipline or equivalent experience
- 4+ years related work experience in a licensed Advisory capacity
- Experience with direct client contact while exhibiting a knowledgeable, professional demeanor
- Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
- Experience managing a book of clients in a wealth management setting
- Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
- Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
- FINRA Series 65 required
- FINRA fingerprinting required upon hire
- Ability to meet clients in person in the Greater San Francisco Bay area
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
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