Elite Private Wealth Advisor & Practice Lead

Empower LLC; Northern (KY); Hybrid; USD 114,000 - 165,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

401(k) with company match

Tuition reimbursement

Paid time off and holidays

Volunteer time off

Job summary

Empower LLC is seeking a Senior Private Wealth Advisor, Practice Lead to serve as the primary contact for high-net-worth households invested in Premier IRA and Brokerage solutions. You will drive personalized wealth planning, investment strategy, and client education while growing assets under management.

In this role, you will collaborate with a Private Wealth Advisor and Client Experience Specialist to deliver an exceptional client experience, while providing day-to-day practice leadership

Qualifications

• Bachelor's degree in Business or related field or equivalent professional experience.
• 10+ years of experience in wealth management or private wealth advising for high-net-worth clients.
• Strong knowledge of wealth management, financial planning, and estate planning.

Responsibilities

• Lead advisor within a client practice team for high-net-worth clients enrolled in Premier and Brokerage solutions.
• Deliver personalized wealth management and comprehensive financial planning guidance.
• Advise clients through video, email, phone, and in-person meetings with proactive outreach.
• Retain and grow assets under management through relationship management and clear communication.
• Coordinate with team members to deliver timely solutions and exceptional client experience.
• Provide practice leadership through delegation, coaching, and colleague development.

Skills

Relationship building

Communication

Analytical thinking

Problem solving

Education

Bachelor's degree in Business or related

Tools

Salesforce

NetX360

MS Office

Job description

Empower LLC is seeking a Senior Private Wealth Advisor, Practice Lead to serve as the primary contact for high-net-worth households invested in Premier IRA and Brokerage solutions. You will drive personalized wealth planning, investment strategy, and client education while growing assets under management.

In this role, you will collaborate with a Private Wealth Advisor and Client Experience Specialist to deliver an exceptional client experience, while providing day-to-day practice leadership