Dallas Private Wealth Practice Lead

Empower LLC; Dallas (TX); Remote; USD 114,000 - 165,000; Full time

Benefits offered by this job

Medical benefits

Dental

Vision

401(k) Matching

Tuition reimbursement

Volunteer time off

Casual dress

Job summary

Empower LLC is seeking a Senior Private Wealth Advisor, Practice Lead for the Dallas region. The ideal candidate will reside in the metro Dallas area and meet clients in person as needed, while operating in a remote role within TX.

Base salary range is $114,000 to $165,300 with potential bonus opportunities, reflecting significant responsibility in leading a client team and delivering tailored financial solutions.

Qualifications

• 10+ years related work experience in financial services and client experience.

Responsibilities

• Lead advisor within a dedicated client team to build lasting relationships with high net worth Empower clients.
• Provide holistic financial planning, retirement, tax-advantaged strategies, and education planning.
• Coordinate with advisory team and EPW stakeholders for client-related requests.

Skills

Client relationship management

Portfolio reviews

Financial planning

Communication

Education

Bachelor’s degree in business or related discipline or equivalent experience

FINRA Series 65

CFP preferred

Tools

Salesforce

NetX360

Microsoft Word

Excel

Outlook

PowerPoint

Job description

Empower LLC is seeking a Senior Private Wealth Advisor, Practice Lead for the Dallas region. The ideal candidate will reside in the metro Dallas area and meet clients in person as needed, while operating in a remote role within TX.

Base salary range is $114,000 to $165,300 with potential bonus opportunities, reflecting significant responsibility in leading a client team and delivering tailored financial solutions.