Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.
Expect scenario work on complex household balance sheets, risk tolerance vs. lifestyle spending, and how you would set practice standards for a Bay Area book. Prepare concise stories on team lead moments (quality control, difficult client, capacity). Ask how the Practice Lead splits personal production vs. leadership time.
Strong fit for a seasoned private-wealth advisor who can own complex relationships and raise the bar for a local practice. Weaker fit if you prefer pure product specialist work or fully remote roles—this posting is on-site in San Francisco’s Presidio area.
As Senior Private Wealth Advisor and Practice Lead, a typical day centers on high-net-worth client strategy and leading advisor practice standards: reviewing portfolios and personal financial plans, preparing recommendations across investments, estate, tax, and liquidity needs, and meeting clients or prospects. You would coach or coordinate other advisors, quality-check advice and documentation, and align pipeline and service delivery with firm process—grounded in Bay Area wealth-management clientele rather than product sales alone.
Priority skills: fiduciary advice and IPS discipline; multi-asset portfolio construction; tax-aware planning coordination; estate/liquidity framing; CRM and pipeline hygiene; coaching other advisors; clear client storytelling. No certification catalog or costs were supplied for this listing.
No. The listing is for Presidio, San Francisco with remote flagged off.
Beyond senior client advice, it typically implies standards, coaching, and local practice outcomes—exact split of production vs. leadership is not detailed in the data.
No certification family or cost resources were provided for this posting; confirm Series/CFP or similar requirements directly with Empower Careers.
Website: empowercareers.com
Public cache only — not an employee review.
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…
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