Senior Premier Wealth Advisor & Bay Area Practice Lead (Personal Strategy)

Empower Annuity • San Francisco, CA

97d • $135,300 - $196,125 • Remote

About The Position

The Senior Premier Wealth Advisor, Practice Lead for Personal Strategy plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach. At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Senior Premier Wealth Advisor-Practice Lead, you bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening. This role requires a natural leader—someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Premier Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity in the Bay Area (California) area to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve.

Requirements

• Bachelor Degree in Business or related discipline or equivalent experience.
• 10+ years related work experience in financial services and client experience.
• Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
• FINRA Series 65 required.
• FINRA fingerprinting required.
• CFP required or obtained within corporate established timeframe.
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills.
• 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.
• Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems.
• Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention.
• Must reside in the Bay Area and be excited to meet clients in person.

Nice To Haves

• Prior experience as a high performing Advisor & Planner in the Personal Strategy solution.

Responsibilities

• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Premier 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 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.
• Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning.
• Effectively coordinate with advisory team and various EPW stakeholders for client-related requests.
• Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.
• Travel and in-person client meetings are required to meet clients face-to-face and build strong relationships.

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
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree