Senior Private Wealth Advisor - Practice Lead

Empower • San Diego, CA

1d • Hybrid

About The Position

The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a trusted advisor and primary point of contact. This role is focused on retaining and growing net assets over time by delivering proactive and personalized financial advice through a highly engaging 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. In this role you will 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 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 to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. This position offers a competitive bonus opportunity in addition to the base salary The ideal candidate lives in the Southern California area and is excited to meet with clients in person as needed.

Requirements

• Bachelor’s 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
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
• Demonstrated success with high-net-worth clients, complicated planning, net promoter score, and client retention
• Active FINRA Series 65 required
• FINRA fingerprinting required
• 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 strongly preferred
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
• Excellent verbal and written communication skills
• Able to manage many time-sensitive tasks simultaneously, pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills

Responsibilities

• 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 high net worth Empower clients
• Provide a first-in-class client experience through client onboarding, financial planning, and investor education
• Provide comprehensive relationship management through phone, email, and virtual meetings
• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness
• Act as a liaison between clients and internal groups/departments within Empower Personal Wealth to serve clients
• Represent 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 areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning
• Effectively delegate, coach, train, and develop colleagues
• Travel as needed to meet with 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