Empower Retirement, LLC is seeking a Wealth Advisor to play a key role in delivering personalized financial advice and strategic planning to Empower Personal Strategy clients in the greater SF Bay area. Working as part of a dedicated client practice team, this position focuses on relationship management, financial planning, investment strategy, and proactive client engagement to support clients in achieving financial freedom.
What You'll Do
- 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
What We're Looking For
- 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 SF Bay 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 Have
- 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
Technical Stack
- Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, other proprietary and recordkeeping systems
Team & Environment
- Dedicated client practice team including Practice Lead and Client Experience Specialist
Benefits & Compensation
- 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.
Base salary range: $78,800.00 - $111,275.00. 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. This role includes a $5,000 licensing sign on bonus for candidates who apply from March 25 to April 30.
Work Mode
- Local position serving the Greater SF Bay area
- Flexible work environment, fluid career paths, internal mobility encouraged
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.
