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Senior Private Wealth Advisor, Practice Lead (Remote/Hybrid in Northern California) @ Empower

Santa Barbara or Santa CruzRemoteFull Time
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About this role

Senior Private Wealth Advisor, Practice Lead (Remote/Hybrid in Northern California) at Empower. Location: Santa Barbara or Santa Cruz. Role: serving clients, retaining assets, providing advice Requirements: 10+ years in financial services with high-net-worth experience; Series 65 and FINRA fingerprinting required; CFP preferred; bachelor’s degree or equivalent; strong communication, planning, and relationship management skills. Category: Finance and Accounting Seniority: Senior Level Certifications: series 65, finra fingerprinting, cfp Commitment: Full Time Workplace: Remote Languages: English

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