Top 155 Senior financial advisor Jobs in California

Senior Private Wealth Advisor - Practice Lead
Empower —Los Angeles, CA
- $125,400 - $181,875 a year
- Remote
- Management
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
Senior Wealth Advisor
Current —San Francisco, CA
- $150,000 - $600,000 a year
- Full-time
- Remote
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance
Senior Wealth Strategy Consultant
Curvion Blue —Los Angeles, CA
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
Senior Financial Advisor (Art Gallery)
Masterworks —Los Angeles, CA
- $300,000 - $800,000 a year
- Full-time
- 5 years
- Senior level
- Banking
- Commuter assistance
- Paid parental leave
Quick Apply
Senior Financial Advisor
Blankinship & Foster —Solana Beach, CA
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Paid training
- Paid holidays
7d
Financial Aid Advisor / Senior Financial Aid Advisor
Angeles University —Glendale, CA
- $23 - $32 an hour
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
6d
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $161,700 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Remote/Northern California
Empower —Sacramento, CA
- $136,800 - $198,375 a year
- Remote
- Bachelor's degree
- Travel
- Fingerprint clearance
- Paid parental leave
- Paid holidays
12d
Senior Private Wealth Advisor, Practice Lead - Sacramento
Empower —Sacramento, CA
- $125,400 - $181,875 a year
- Remote
- Bachelor's degree
- Travel
- Fingerprint clearance
- Paid parental leave
- Paid holidays
12d
Compliance Specialist Senior Wealth Management
City National Bank —Los Angeles, CA
- $85,000 - $145,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Sr. Portfolio Advisor, Manager
Northern Trust Corp. —San Diego, CA
- $189,290 - $331,200 a year
- Full-time
- Accounting
- US work authorization
- Senior level
- Health insurance
- Dental insurance
9d
Financial Advisor Senior
City National Bank —West Hollywood, CA
- Full-time
- Office
- 3 years
- Business development
- Health insurance
- Dental insurance
2d
Sr. Investment Officer
Northern Trust Corp. —Los Angeles, CA
- $236,555 - $414,115 a year
- Full-time
- 11+ years
- Accounting
- US work authorization
- Health insurance
- Dental insurance
Senior Portfolio Advisor II, Foundations & Institutional Advisors (FIA)
Northern Trust Corp. —San Francisco, CA
- $189,290 - $331,200 a year
- Full-time
- Senior level
- Business
- Master of Business Administration
- Health insurance
- Dental insurance
Senior Wealth Advisor - Hybrid
Cetera Financial Group —Oakland, CA
- $275,000 a year
- Full-time
- Hybrid work
- Research
- 3 years
- Business development
- Paid parental leave
- Paid holidays
Sr Wealth Strategist, Inst
Northern Trust Corp. —Los Angeles, CA
- $158,010 - $276,460 a year
- Full-time
- Analysis skills
- Senior level
- Communication skills
- Health insurance
- Dental insurance
PWM Senior Private Wealth Advisor
U.S. Bank National Association —Woodland Hills, CA
- $159,970 - $207,020 a year
- Full-time
- Writing skills
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
10d
Sr. Banking Advisor
Northern Trust Corp. —Pasadena, CA
- $158,010 - $268,640 a year
- Full-time
- US work authorization
- Senior level
- Leadership
- Health insurance
- Dental insurance
Sr Relationship Manager, Advisory
Northern Trust Corp. —Newport Beach, CA
- $189,290 - $331,200 a year
- Full-time
- 11+ years
- Business development
- Analysis skills
- Health insurance
- Dental insurance
14d
Senior Portfolio Manager
Mechanics Bank —Palo Alto, CA
- $165,000 - $220,000 a year
- Full-time
- 7 years
- Writing skills
- Research
- Free parking
- Commuter assistance

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Senior Private Wealth Advisor - Practice Lead

Empower -
Los Angeles, CA

Apply Now

Job Details

$125,400 - $181,875 a year

Benefits

Paid parental leave
Internal mobility program
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Estate planning needs analysis
Customer retention strategy
Financial client presentations
Income tax planning
Portfolio management advisory services
Investment client management
Series 65
Experience practicing in the securities industry
Estate planning

Full Job Description

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 Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a trusted advisor and primary point of contact. This role is focused on retaining and growing net assets over time by delivering proactive and personalized financial advice through a highly engaging 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. In this role you will 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.

**This position offers a competitive bonus opportunity in addition to the base salary**

The ideal candidate lives in the Southern California area and is excited to meet with clients in person as needed.

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 through client onboarding, financial planning, and investor education
Provide comprehensive relationship management through phone, email, and virtual meetings
Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness
Act as a liaison between clients and internal groups/departments within Empower Personal Wealth to serve clients
Represent 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
Effectively delegate, coach, train, and develop colleagues
Travel as needed to meet with clients face-to-face and build strong relationships

What You Will Bring

Bachelor’s degree in business or related discipline or equivalent experience
10+ years related work experience in financial services and client experience
Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
Demonstrated success with high-net-worth clients, complicated planning, net promoter score, and client retention
Active FINRA Series 65 required
FINRA fingerprinting required

What will set you apart

CFP strongly preferred
Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
Excellent verbal and written communication skills
Able to manage many time-sensitive tasks simultaneously, pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills

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

#PJPW

#PJHTF

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

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 that includes the 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$125,400.00 - $181,875.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment 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.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

08-15-2026

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Workplace Flexibility: Remote - Must reside within territory

Apply Now

Refine Your Search

senior financial advisor jobs in california

Senior Private Wealth Advisor - Practice Lead

Senior Wealth Advisor

Senior Wealth Strategy Consultant

Senior Financial Advisor (Art Gallery)

Senior Financial Advisor

Financial Aid Advisor / Senior Financial Aid Advisor

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Remote/Northern California

Senior Private Wealth Advisor, Practice Lead - Sacramento

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Sr. Portfolio Advisor, Manager

Financial Advisor Senior

Sr. Investment Officer

Senior Portfolio Advisor II, Foundations & Institutional Advisors (FIA)

Senior Wealth Advisor - Hybrid

Sr Wealth Strategist, Inst

PWM Senior Private Wealth Advisor

Sr. Banking Advisor

Sr Relationship Manager, Advisory

Senior Portfolio Manager

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