Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every day.

Our mission is to empower financial freedom for all. That mission starts by delivering advice, personalized guidance and critical support. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey.


Disclosures: https://www.empower.com/social-media/. 

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¹ 1 As of April 1, 2022.

Industry: Financial Services
Company Size: 10,001+ employees

Empower

Savvy Admin PROD

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:

06-06-2026

**Want the latest money news and views shaping how we live, work and play? Stay in the know with ****The Currency ****and sign up for Empower’s free newsletter. **

Senior Private Wealth Advisor - Practice Lead

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

For information on Citi’s commitment to privacy, visit on.citi/privacy.

Industry: Financial Services
Company Size: 10,001+ employees

Citi

The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field and adapts them for application within the business. Recognized subject matter expert within own area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication skills required, often at a senior level. Requires advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Has a significant impact on the business through making decisions that determine approaches and strategies for the area. Provides advice and counsel related to the operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

**Responsibilities:**

- Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.

- Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.

- Conduct sophisticated economic and financial market analyses.

- Analyze economic trends/activities and advise the effects on the investors' portfolios

- Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.

- Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.

- Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.

- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

**Qualifications:**

- 15+ years of experience

- Experience including being a in proactive, successful sales and service role in the financial services industry with strong analytical and financial skills

- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred; knowledge of Bloomberg a definite asset

- Ability to communicate with co-workers and clients.

- Strong verbal and written communication skills

- Organized with strong attention to detail

- Must be a self-starter, problem solver and a goal-oriented team player able to work without direction

- US: Registered FINRA Series 7. In addition, Series 66 (or Series 63 and 65) is required for CGMI.

- Group 1 insurance

- This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

**Education:**

- Bachelor's/University degree, Master's degree preferred

------------------------------------------------------

**Job Family Group:**

Private Client Coverage

------------------------------------------------------

**Job Family:**

Financial Planning Services

------------------------------------------------------

**Time Type:**

Full time

------------------------------------------------------

**Primary Location:**

Los Angeles California United States

------------------------------------------------------

**Primary Location Full Time Salary Range:**

$70,000.00 - $70,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

------------------------------------------------------

**Most Relevant Skills**

Please see the requirements listed above.

------------------------------------------------------

**Other Relevant Skills**

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

**Anticipated Posting Close Date:**

Mar 05, 2026

------------------------------------------------------

~~Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.~~

~~If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.~~

Senior Wealth Advisor SAFE ACT

The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

**Responsibilities:**

- Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.

- Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.

- Conduct sophisticated economic and financial market analyses.

- Analyze economic trends/activities and advise the effects on the investors' portfolios

- Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.

- Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.

- Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.

- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

**Qualifications:**

- 6-10 years of experience

- US: Registered FINRA Series 7. In addition, Series 66 (or Series 63 and 65) is required for CGMI.

- Group 1 insurance

- Proficient in software applications (ex. Microsoft Word, Excel)

- Knowledge of Bloomberg a definite asset

- Ability to communicate with co-workers and clients.

- Excellent written and communication skills.

- Strong financial background

**Education:**

- Bachelor's/University degree, Master's degree preferred

------------------------------------------------------

**Job Family Group:**

Private Client Coverage

------------------------------------------------------

**Job Family:**

Financial Planning Services

------------------------------------------------------

**Time Type:**

Full time

------------------------------------------------------

**Primary Location:**

Pasadena California United States

------------------------------------------------------

**Primary Location Full Time Salary Range:**

$70,000.00 - $120,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

------------------------------------------------------

**Most Relevant Skills**

Please see the requirements listed above.

------------------------------------------------------

**Other Relevant Skills**

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

**Anticipated Posting Close Date:**

Feb 10, 2026

------------------------------------------------------

~~Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.~~

~~If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.~~

Senior Wealth Advisor SAFE Act

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