Senior Private Wealth Advisor, Practice Lead – Bay area

Join Empower Careers as a Senior Private Wealth Advisor and Practice Lead based in Presidio, San Francisco. This full-time position offers the opportunity to lead a high-performing advisory team while managing a sophisticated client portfolio and shaping the strategic direction of your practice area within the organization.

About the Role

As a Senior Private Wealth Advisor and Practice Lead, you will serve as both a trusted financial advisor to high-net-worth clients and a strategic leader guiding your practice's growth and performance. You'll oversee client relationships, mentor junior advisors, develop business strategy, and ensure exceptional service delivery across your portfolio.

What You'll Do

• Manage and grow relationships with a diversified client base, providing comprehensive wealth advisory and financial planning services
• Lead, mentor, and develop your advisory team, fostering professional growth and maintaining high performance standards
• Develop and execute strategic initiatives to expand your practice, increase assets under management, and drive client retention
• Conduct detailed financial planning analyses and provide recommendations aligned with client goals and risk profiles
• Maintain compliance with industry regulations and company policies while protecting client interests
• Collaborate with product specialists, operations, and support teams to deliver coordinated client solutions
• Build business development strategies and represent the firm within the San Francisco Bay Area financial community

What We're Looking For

• Proven experience as a senior wealth advisor or private advisor with a track record of client relationship management and asset growth
• Demonstrated leadership capability with experience supervising and developing advisory teams
• Strong knowledge of investment strategies, financial planning, tax optimization, and estate planning principles
• Series 7, Series 65, or equivalent professional licenses (or willingness to obtain)
• Excellent communication, analytical, and problem-solving skills
• Deep understanding of high-net-worth client needs and sophisticated financial solutions
• Strategic mindset with the ability to identify opportunities and drive practice growth

About Empower Careers

Empower Careers values its people and is committed to creating a workplace where you can thrive professionally and personally. The organization supports flexible arrangements, internal career development, and a culture centered on purpose and well-being.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.