Elite Private Wealth Advisor - Dallas Client Planning
Empower
A complete application in a minute
Tailored resume and cover letter, ready to send.
Benefits offered by this job
Job summary
Empower is seeking a Private Wealth Advisor to serve elite clients in the Dallas, TX area. You will partner with Practice Lead and Client Experience Specialist to deliver a highly personalized planning experience, coordinating reviews, campaigns, and opportunities to deepen relationships and wallet share.
Role focuses on relationship management, financial planning, and investment review within your area of expertise.
Qualifications
- Bachelor degree or equivalent experience.
- 5+ years in financial services and client experience.
- FINRA Series 65 required.
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 maintain long-term client relationships.
- Identify and drive planning opportunities and gather financial planning information.
- Provide comprehensive financial planning tailored to clients' needs and goals.
- Recommend and review investment strategies aligned with risk tolerance and goals.
- Assist with monthly audit reviews with EPW stakeholders.
- Collaborate with Portfolio Management to manage customization and client requests.
Skills
Education
Tools
Job description
Empower is seeking a Private Wealth Advisor to serve elite clients in the Dallas, TX area. You will partner with Practice Lead and Client Experience Specialist to deliver a highly personalized planning experience, coordinating reviews, campaigns, and opportunities to deepen relationships and wallet share.
Role focuses on relationship management, financial planning, and investment review within your area of expertise.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
