Private Wealth Advisor (Private Client - Personal Strategy) - San Francisco/Bay Area region

Empowerrd

9 days ago

3.9 on Glassdoor

San Francisco, CA

Onsite

Full Time

Senior

0 applicants

Apply to 100+ jobs

About this role

The Private Wealth Advisor at Empower will be a key member of a client practice team, servicing high-net-worth clients by providing personalized financial planning and relationship management. The role involves delivering a high-quality client experience through strategic planning conversations, portfolio reviews, investment strategies, and opportunity identification to deepen client relationships.

Skills

Qualifications

Bachelor Degree in Business or related discipline5+ years financial services experienceFINRA Series 65

About Empowerrd

empower.com

Industry

Finance

Empower is a financial services company that provides retirement plan administration, investment and wealth-management solutions, and digital advice and planning tools for individuals, employers, and financial professionals. The firm combines human advice, people, and technology to help clients save for retirement, manage assets, and make informed investment decisions across workplace plans and personal accounts. Empower also supports employers and plan sponsors with plan services, reporting, and fiduciary solutions while offering advisors client-facing tools. Their stated vision is to transform financial lives and “empower financial freedom for all” (tagline: Invest well. Live a little.).

Recent company news

TradingView

Pineapple Financial Announces Operational Transformation Strategy and AI-Empowered Sales Expansion; Initiatives Include Reduction in Annualized Costs by More Than $2.5 Million and Launch of AI-Powered Agent Growth Platform

3 days ago