Empower LLC in the Bay Area seeks a Senior Wealth Advisor, Practice Lead to serve as the lead advisor within a dedicated client team, delivering proactive, tailored financial advice.
You will retain assets under management and grow client portfolios while providing holistic planning across retirement, tax optimization, education planning, and income strategies. Occasional in-person client meetings are required, with collaboration across Wealth Advisor and Client Experience Specialist.
#J-18808-LjbffrLead Wealth Advisor & Practice Lead — Remote-First Bay Area in california at Unknown Company
This position is listed as full time and onsite.