Job Description
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Los Angeles area region page is loaded##
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Los Angeles area region remote type:
Remote - Must reside within territory locations: CA Los Angeles - Remote: CA Orange - Remote: CA Anaheim: CA Newport Beachtime type: Full time posted on: Posted Todaytime left to apply: End Date: December 2, 2025 (13 days left to apply) job requisition : R.0054513
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.
• The Ideal candidate lives in the greater Los Angeles area and is excited to meet with clients in person, if needed. • The
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach.
At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Sr. Private Wealth Advisor – Practice Lead, you bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening. This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist.
While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. • * What You Will Do • Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients • Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education.
Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients • Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive. • Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness. • Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.
• An ability to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions. • Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.
• Effectively coordinate with advisory team and various EPW stakeholders for client-related requests. • Willingness and ability to effectively delegate, coach,… Apply tot his job