Empower
Private Wealth Advisor (Private Client - Personal Strategy) - San Francisco/Bay
Empower, San Francisco, California, United States, 94199
Private Wealth Advisor (Private Client - Personal Strategy) - San Francisco/Bay Area region
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, fluid career paths, and a strong commitment to purpose, well‑being, and work‑life balance. Employees volunteer thousands of hours for causes that matter most to them. Join us to chart your own path and help more customers achieve financial freedom.
What You Will Do
Provide a best‑in‑class client experience through proactive client onboarding, financial planning, and investor education.
Lead clients through optimal experience by effective management of outreach campaigns and financial‑planning milestones.
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.
Provide comprehensive financial‑planning services tailored to clients’ individual needs and goals; present planning deliverables individually or with your advisory team.
Recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and stay informed about market trends, economic conditions, and regulatory changes.
Assist with monthly audit reviews in collaboration with EPW stakeholders.
Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests.
What You Will Bring
Bachelor’s Degree in Business or related discipline, or equivalent experience.
5+ years of related work experience in financial services and client experience.
FINRA Series 65 required.
FINRA fingerprinting required.
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; capable of managing many time‑sensitive tasks simultaneously; proactive self‑starter; strong situational awareness and contextual thinking; 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 record‑keeping systems.
What Will Set You Apart
Prior experience as a high‑performing Advisor & Planner in the Personal Strategy solution.
CFP preferred.
What We Offer You
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 paid time off program, 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) – open to all.
Base Salary Range $85,600.00 – $120,925.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non‑sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal Opportunity Employer
Drug‑free workplace.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
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What You Will Do
Provide a best‑in‑class client experience through proactive client onboarding, financial planning, and investor education.
Lead clients through optimal experience by effective management of outreach campaigns and financial‑planning milestones.
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.
Provide comprehensive financial‑planning services tailored to clients’ individual needs and goals; present planning deliverables individually or with your advisory team.
Recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and stay informed about market trends, economic conditions, and regulatory changes.
Assist with monthly audit reviews in collaboration with EPW stakeholders.
Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests.
What You Will Bring
Bachelor’s Degree in Business or related discipline, or equivalent experience.
5+ years of related work experience in financial services and client experience.
FINRA Series 65 required.
FINRA fingerprinting required.
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; capable of managing many time‑sensitive tasks simultaneously; proactive self‑starter; strong situational awareness and contextual thinking; 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 record‑keeping systems.
What Will Set You Apart
Prior experience as a high‑performing Advisor & Planner in the Personal Strategy solution.
CFP preferred.
What We Offer You
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 paid time off program, 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) – open to all.
Base Salary Range $85,600.00 – $120,925.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non‑sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal Opportunity Employer
Drug‑free workplace.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
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