Dallas Private Wealth Advisor - Personal Strategy

Empower Retirement, LLC; Texas; Hybrid; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time off

Parental leave

BRGs

Job summary

Empower Retirement, LLC seeks a Private Wealth Advisor to service Elite clients in a high-touch practice. You will lead onboarding, planning milestones, and investor education, collaborating with the advisory team to deepen relationships and expand wallet share.

A detail-oriented, proactive mindset and strong financial acumen are essential. Role emphasizes relationship management, market awareness, and collaboration with Portfolio Management while delivering Easy, Personal, and Enlightening

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• 5+ years of experience in financial services and client experience.
• FINRA Series 65 required; fingerprinting required.

Responsibilities

• Provide a best-in-class client experience through onboarding, financial planning, and investor education.
• Lead client outreach campaigns and planning milestones to grow relationships.
• Coordinate financial planning information gathering and present planning deliverables.

Skills

Client relationship management

Communication skills

Financial planning

Attention to detail

Proactive self-starter

Organizational skills

Time management

Education

Bachelor's degree in Business or related discipline

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower Retirement, LLC seeks a Private Wealth Advisor to service Elite clients in a high-touch practice. You will lead onboarding, planning milestones, and investor education, collaborating with the advisory team to deepen relationships and expand wallet share.

A detail-oriented, proactive mindset and strong financial acumen are essential. Role emphasizes relationship management, market awareness, and collaboration with Portfolio Management while delivering Easy, Personal, and Enlightening