Dallas-area Senior Private Wealth Advisor & Practice Lead

Empower Retirement, LLC; Dallas (TX); On-site; USD 114,000 - 165,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

401(k) with company matching

Tuition reimbursement

Job summary

Empower Retirement, LLC in Dallas is seeking a Senior Private Wealth Advisor – Practice Lead to serve as the lead advisor for a dedicated client team of high-net-worth Empower clients. You will deliver proactive, tailored financial advice and build lasting relationships through personalized planning and education.

The role emphasizes in-person client meetings, collaboration with a Wealth Advisor and Client Experience Specialist, and a focus on growing assets under management via exceptional

Qualifications

• 10+ years related work experience in financial services and client experience.
• FINRA Series 65 required.
• CFP strongly preferred.
• Bachelor’s degree in business or related discipline or equivalent experience.

Responsibilities

• Serve as lead advisor within a dedicated client team to build lasting relationships with Empower clients.
• Provide first-in-class client experience on onboarding, financial planning, and investor education.
• Collaborate with team resources to grow relationships with high-net-worth clients.
• Coordinate relationship management via phone, email, and virtual meetings.
• Retain assets under management and grow assets through proactive communication and education.
• Explain investment strategies and review portfolios aligned with clients' risk tolerance.

Skills

Wealth management

Financial planning

Client relations

Communication

Presentation skills

Team collaboration

Education

Bachelor's degree in business or related discipline

Tools

Salesforce

NetX360

Microsoft Office

Job description

Empower Retirement, LLC in Dallas is seeking a Senior Private Wealth Advisor – Practice Lead to serve as the lead advisor for a dedicated client team of high-net-worth Empower clients. You will deliver proactive, tailored financial advice and build lasting relationships through personalized planning and education.

The role emphasizes in-person client meetings, collaboration with a Wealth Advisor and Client Experience Specialist, and a focus on growing assets under management via exceptional