Dallas Private Wealth Advisor - High-Touch Planning

Empower Retirement; Dallas (TX); Hybrid; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

401(k) with company match up to 6%

Tuition reimbursement up to $5,250/yr

Paid time off + 10 holidays + 3 float

Volunteer time - 16 hours/yr

Job summary

Empower Retirement in the Dallas, TX area seeks a Private Wealth Advisor (Private Client - Personal Strategy) to deliver high-touch, personalized financial planning and wealth management services to elite clients. You will coordinate reviews, manage outreach, and collaborate with advisory teams to deepen relationships.

The role requires a Bachelor in Business or related field, 5+ years in financial services, and FINRA Series 65 with fingerprinting.

Qualifications

• Bachelor degree in Business or related discipline; equivalent experience.
• 5+ years in financial services and client experience.
• FINRA Series 65 required and FINRA fingerprinting.
• Wealth management knowledge: planning, tax, and estate planning.
• Excellent communication, organization, and client-facing skills.
• Ability to present investment portfolios clearly to clients.

Responsibilities

• Provide best-in-class client experience through onboarding, financial planning, and investor education.
• Lead clients through outreach campaigns and Financial Planning milestones.
• Collaborate with advisory team to grow and maintain long-term relationships with valued clients.
• Identify and drive planning opportunities and coordinate financial information gathering.
• Provide comprehensive financial planning services tailored to clients' goals.
• Recommend, implement, and review investment strategies aligned with risk tolerance.
• Assist with monthly audit reviews with EPW stakeholders.
• Work with Portfolio Management to drive relationship clearance and accommodate client requests.

Skills

Client relationship management

Financial planning

Investment knowledge

Verbal and written communication

Proactive self-starter

Education

Bachelor Degree in Business or related discipline

FINRA Series 65

Tools

Salesforce

NetX360

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Empower Retirement in the Dallas, TX area seeks a Private Wealth Advisor (Private Client - Personal Strategy) to deliver high-touch, personalized financial planning and wealth management services to elite clients. You will coordinate reviews, manage outreach, and collaborate with advisory teams to deepen relationships.

The role requires a Bachelor in Business or related field, 5+ years in financial services, and FINRA Series 65 with fingerprinting.