Wealth Advisor

Empower • San Diego, CA

9d • Hybrid

About The Position

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to April 30. The Wealth Advisor is an essential member of a dedicated client practice team servicing Empower clients who reside in Southern California. The Wealth Advisor must be based in Southern California. In partnership with the Practice Lead and the Client Experience Specialist, this role will help deliver a high-touch, highly personalized experience designed to support our clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations. The role will 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 designed 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.

Requirements

• Bachelor degree in Business or related discipline or equivalent experience
• 4+ years related work experience in financial services
• Demonstrated knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Experience managing a book of clients in the wealth management arena
• Detail oriented and able to manage many time-sensitive tasks simultaneously
• 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
• FINRA Series 65 required
• FINRA fingerprinting required upon hire
• Ability to meet clients in person in the Greater Los Angeles area
• 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

• Ability to thrive in a fast-paced, growing and evolving business
• Excellent verbal and written communication skills
• Pro-active self-starter, strong situational awareness and contextual thinking
• Proficient in, or ability 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 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
• Identify and drive planning opportunities and coordinate financial planning information gathering
• Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals. Present planning deliverables individually or alongside your advisory team
• Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Remain informed about market trends, economic conditions, and regulatory changes impacting investments
• Assist with monthly audit reviews in collaboration with various EPW stakeholders
• Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests

Benefits

• We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• 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: Mid Level