Senior Financial Advisor and Planner

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.

We are seeking a professional located in the San Francisco Bay region in California who is excited to travel and meet with clients in person in the area.

The Senior Financial Advisor & Planner, Private Client Premier serves as the lead advisor and relationship manager for Empower’s most sophisticated households, clients with $5 million or more in Assets Under Management in our Personal Strategy service.

In this role, you will be the primary point of contact for a select group of high-value clients, guiding them through complex financial decisions and leading with a personalized planning approach. You will become a trusted advisor for these families with a focus on deepening relationships, delivering proactive and tailored advice, and making every interaction easy, personal, and enlightening. You will work in close partnership with financial planning specialists, portfolio managers, service experts, and leadership teams across Empower to curate a first-in-class client experience that meets the evolving needs of our most valuable clients.

Success in this role is measured by the quality of the relationships you build, the outcomes you help clients achieve, and your ability to drive growth within your book of business. Key performance indicators include client satisfaction, retention, share of wallet expansion, and client referrals. Significant emphasis is placed on earning the long-term trust of our most valuable clients and delivering an experience that feels truly personal.

What You Will Do

• Serve as the lead advisor and relationship owner for a dedicated book of Empower Private Client Premier households, delivering a first-in-class experience that is easy, personal, and enlightening
• Retain and grow Assets Under Management by building trust, leading personalized planning conversations, and identifying opportunities to deepen engagement and expand wallet share
• Provide proactive, holistic financial advice across a wide range of topics including retirement income strategies, tax and estate planning, charitable giving, and education funding, with the ability to partner with financial planning specialists on more complex scenarios
• Demonstrate fluency in advanced financial topics relevant to ultra-high-net-worth clients, including private equity and multi-generational wealth strategies
• Lead clients through Empower’s Personal Strategy investment approach and deliver thoughtful portfolio, market, and economic insights aligned to client goals
• Communicate with clients through phone, video, email, and in-person meetings where appropriate, balancing proactive outreach with responsive service
• Collaborate across Empower Personal Wealth teams including financial planning, investment management, service operations, and onboarding to ensure every client touchpoint is seamless, coordinated, and impactful
• Contribute to an exceptional onboarding experience by welcoming new clients with clarity and care, setting the tone for a long-term advisory relationship rooted in trust
• Maintain accurate records and coordinate with operational teams to ensure timely execution of administrative and service-related requests
• Demonstrate leadership within the advisor team by sharing best practices, mentoring peers, and contributing to advisor development programs or client-facing presentations as needed

What You Will Bring

• Bachelor's degree or extensive industry experience required
• Series 65 required
• FINRA fingerprinting required
• 10+ years of experience in the investment advisory field, with a focus on managing and deepening relationships with high-net-worth or ultra-high-net-worth clients
• Proven success in building long-term client relationships, driving satisfaction, retention, and growth within a dedicated book of business

What Will Set You Apart

• CFP Strongly Preferred
• Demonstrated ability to lead complex financial conversations with clarity and confidence, addressing advanced planning and investment topics
• Collaborative and team-oriented, with a commitment to leveraging cross-functional expertise to enhance the client experience
• High-level knowledge of investment products, portfolio construction, and industry best practices
• Skilled at comparing and communicating the benefits and suitability of various investment strategies in a way that inspires confidence and trust
• Operationally strong, with the ability to manage multiple priorities and deliver thoughtful follow-through in a fast-paced, high-stakes environment

***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.***

What we offer you

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.

Base Salary Range

$102,800.00 - $145,175.00

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. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

10-14-2025