Unknown Company

Lead Private Wealth Advisor – Personal Strategy Practice

sacramento, ca • Posted 1 weeks ago
Onsite Full Time Finance

Empower is seeking a Senior Private Wealth Advisor, Practice Lead (Personal Strategy) to act as the primary contact for a high-net-worth client book. You will guide wealth strategy, onboarding, and ongoing education with a team of specialists to deliver personalized service.

You will lead with empathy and clarity, coordinating with Wealth Advisor and Client Experience Specialist to retain assets and grow client relationships through proactive engagement.

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