Senior Financial Advisor & Planner - Private Client Premier / Personal Strategy

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