Top 812 Senior client advisor Jobs in San Francisco Ca

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area
Empower —San Francisco, CA
- $136,800 - $198,375 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Associate / Senior Associate, Client Service - SF
Jordan Park Group —San Francisco, CA
- $100,000 - $135,000 a year
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health insurance
Client Advisor
Bessemer Trust Company, N.A. —San Francisco, CA
- $135,000 - $185,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Profit sharing
- Paid parental leave
Senior Client Service Associate
Stifel —San Francisco, CA
- $80,000 - $111,000 a year
- Full-time
- Microsoft Outlook
- Office
- 3 years
- Dental insurance
- 401(k)
6d
Copy of Senior Client Advisor
A.P.C. —San Francisco, CA
- Full-time
- Sales
- Mid-level
Client Service, Senior Associate
Freestone Capital Management —San Francisco, CA
- $90,000 - $125,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Sr Client Advisor - Commercial Lines
Trucordia —San Francisco, CA
- Full-time
- Remote
- Senior level
- Communication skills
- Commercial
- Health savings account
- AD&D insurance
Quick Apply
Senior Customer Success Manager, Health Plans
Color Health —South San Francisco, CA
- $115,000 - $150,000 a year
- Full-time
- Remote
- Analysis skills
- Senior level
- Communication skills
- Paid parental leave
- Paid holidays
Quick Apply
Financial Advisor - OR, NY, NJ, FL, or CA
Current —San Francisco, CA
- $150,000 - $600,000 a year
- Full-time
- Remote
- Senior level
- Banking
- Disability insurance
- Health insurance
Senior Sales Account Executive
TiDB —San Francisco, CA
- $200,000 - $300,000 a year
- Remote
- Customer service
- Mentoring
- Contracts
- Paid holidays
- Parental leave
Quick Apply
7d
Senior Associate Wealth Advisor
Focus Partners Wealth —San Francisco, CA
- $124,000 - $140,000 a year
- Overtime
- Hybrid work
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
5d
Senior Technical Systems Analyst
Institute on Aging —San Francisco, CA
- $120,000 - $138,000 a year
- Full-time
- Hybrid work
- Background check
- Azure
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
City National Bank —San Francisco, CA
- $95,000 a year
- Office
- Business development experience
- Bachelor's degree
- Health insurance
- Dental insurance
Senior Private Banker
BMO Financial —San Francisco, CA
- $122,400 - $228,000 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
6d
Digital Sales Executive - Retail, Travel & Hospitality (Remote)
NTT DATA Americas, Inc. —San Francisco, CA
- $179,000 - $354,000 a year
- Full-time
- Hospitality
- 8 years
- Business development experience
- Health savings account
- AD&D insurance
Financial Consultant Partner- San Francisco-West Portal, CA
Charles Schwab —San Francisco, CA
- $32.84 - $54.18 an hour
- Mid-level
- Office
- Communication skills
- Paid parental leave
- Employee stock purchase plan
Client Service Manager
Institute on Aging —San Francisco, CA
- $64,480 - $79,138 a year
- Weekends as needed
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- English
- Health insurance
- Paid time off
Quick Apply
Tax Manager
Everforth —Oakland, CA
- $145,000 - $185,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- 5 years
- Health savings account
- Paid holidays
Quick Apply
8d
Senior Managing Director, Construction Project Delivery
US AMR-Jones Lang LaSalle Americas, Inc. —San Francisco, CA
- $250,000 - $325,000 a year
- Online Application
- Background check
- Engineering
- 8 years
- Paid parental leave
- Paid holidays
Quick Apply
7d
Financial Consultant Partner- San Mateo, CA
Charles Schwab —San Mateo, CA
- $32.84 - $54.18 an hour
- Mid-level
- Office
- Communication skills
- Paid parental leave
- Employee stock purchase plan

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Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area

Empower -
San Francisco, CA

Apply Now

Job Details

$136,800 - $198,375 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

Microsoft Word
Estate planning needs analysis
Record keeping
Microsoft Excel
Customer relationship building
Microsoft Outlook
Presentation software
Financial client presentations
Salesforce Cloud
Investment client management
FINRA License
Series 65
Experience practicing in the securities industry

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 Ideal candidate lives in the San Francisco Bay area and is excited to meet with clients in person, if needed.

The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal 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. As a Sr. Private Wealth Advisor – Practice Lead, you 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.

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 servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients
Comprehensive relationship management to be conducted 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 unfailing responsiveness.
Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.
An ability to clearly explain 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. This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.
Effectively coordinate with advisory team and various EPW stakeholders for client-related requests.
Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.
Travel required 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 experience in a registered Wealth Advisor position
Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
FINRA Series 65 required
FINRA fingerprinting required
CFP strongly preferred
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills
Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention

#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

$136,800.00 - $198,375.00

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:

07-28-2026

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Workplace Flexibility: Remote - Must reside within territory

Apply Now

Refine Your Search

senior client advisor jobs in san francisco ca

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area

Associate / Senior Associate, Client Service - SF

Client Advisor

Senior Client Service Associate

Copy of Senior Client Advisor

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Sr Client Advisor - Commercial Lines

Senior Customer Success Manager, Health Plans

Financial Advisor - OR, NY, NJ, FL, or CA

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Financial Advisor

Senior Private Banker

Digital Sales Executive - Retail, Travel & Hospitality (Remote)

Financial Consultant Partner- San Francisco-West Portal, CA

Client Service Manager

Tax Manager

Senior Managing Director, Construction Project Delivery

Financial Consultant Partner- San Mateo, CA

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