Private Wealth Advisor

Empower • San Diego, CA

3d • Onsite

About The Position

The Private Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, the Wealth Advisor delivers high-touch, highly personalized support to our clients. Focus is on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. This role is ideal for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology. This Private Wealth Advisor must be based in Southern California.

Requirements

• Bachelor degree in Business or related discipline or equivalent experience
• 5+ years related work experience in financial services and client experience
• Demonstrated knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Excellent verbal and written communication skills, including presentation skills
• Detail oriented while managing multiple time-sensitive tasks simultaneously
• Proactive self-starter, strong situational awareness and strong organizational skills
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
• FINRA Series 65 required
• FINRA fingerprinting required upon hire
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Nice To Haves

• CFP preferred
• Proficient in or able to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems

Responsibilities

• Provide a best-in-class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education
• Lead clients through an optimal experience by effective management of outreach campaigns and Financial Planning milestones
• Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients
• Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals
• Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives
• Track market trends, economic conditions, and regulatory changes impacting investments
• Assist with monthly audit reviews in collaboration with various internal stakeholders
• Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree