Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

Unlock Employer

Posted Sep 14, 2026

Remote · US Full Time

$87.4K – $123.4K/yr

Apply Direct

Overview

This role serves as Senior Wealth Advisor, Practice Lead for Personal Strategy clients, supporting long-term financial success by acting as a trusted advisor and primary point of contact for mass affluent households. The position focuses on retaining and growing net assets over time through proactive, tailored financial advice.

The ideal candidate lives in the Bay area and is excited to work remotely while meeting clients in person as needed.

Responsibilities

Serve as the lead advisor within a dedicated client team, working closely with a Wealth Advisor and a Client Experience Specialist to build lasting relationships with a dedicated book of clients
Deliver a first-class client experience for needs related to client onboarding, financial planning, and investor education
Conduct comprehensive relationship management 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 responsive service
Act as a liaison between clients and internal groups/departments to support client needs
Clearly explain the Personal Strategy investment strategy; recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives
Engage clients in portfolio, market, and economic discussions
Provide holistic financial planning across topics including retirement planning, income optimization, tax-advantaged savings strategies, and education planning
Effectively delegate, coach, train, and develop colleagues and resources (non-people management role)

Ready to apply for roles like this?

Unlock the company name and direct application link. Subscribers get instant access to all remote accounting jobs.

Unlock Employer & Apply Directly

Requirements

Bachelor degree in business or related discipline or equivalent experience
4+ years related work experience in financial services
Experience with direct client contact with a knowledgeable, professional demeanor
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Experience managing a book of clients in a wealth management setting
Exceptional ability to deliver effective client consultations, establish trust, and build long-term client relationships
Proven ability to navigate multiple client needs, deliver multi-product goals, and analyze and present investment portfolios
FINRA Series 65 required
FINRA fingerprinting required upon hire
Willingness to meet clients in the Bay area as needed

Preferred Qualifications

Excellent verbal and written communication skills
Detail oriented with the ability to manage many time-sensitive tasks simultaneously
Proactive self-starter with strong situational awareness and contextual thinking
Strong organizational and presentation skills
Proficient in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems

Compensation & Benefits

Base Salary Range

$87,400.00 - $123,400.00

Non-sales roles may participate in a bonus program. Sales roles may be eligible for sales incentives and, in some instances, a bonus plan, where total compensation may exceed base salary depending on individual performance.

Actual compensation may vary from the posted hiring range based on geographic location, work experience, education, licensure requirements, and/or skill level, and will be finalized at the time of offer.

Benefits

Medical, dental, vision, and life insurance
Retirement savings: 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment with option to wear jeans
Generous paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time: 16 hours per calendar year
Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) open to all

Location

Bay area (remote work with client in-person meetings as needed)

For remote and hybrid positions, reliable high-speed internet with a wired connection and a suitable home workspace with limited disruption are required. Reliable connectivity from an internet service provider that is fiber, cable, or DSL internet is required. Other necessary computer equipment will be provided. The role may require working in the office if the home work environment and required internet connection are not adequate.

Work Authorization

Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Equal Opportunity

An equal opportunity employer committed to diversity. All qualified applicants will receive consideration without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Drug-free workplace.