Elite Wealth Advisor: High-Touch Planning for $5M+ Clients

Empower Retirement; Greenwood Village (CO); Hybrid; USD 96,000 - 136,000; Full time

Benefits offered by this job

Medical, dental, vision and life_ins

401(k) with company matching

Tuition reimbursement

Business-casual environment

Generous paid time off

Paid volunteer time

Leave of absence programs

BRGs for inclusion

Job summary

Empower Retirement is recruiting for a Premier Wealth Advisor to join Empower Private Clients. You will deliver a high-touch, personalized experience to ultra-high-net-worth clients, leading planning conversations, and guiding investments aligned with client objectives.

You will work with the Practice Lead and Client Experience Specialist, coordinating reviews, campaigns, and relationship expansion, while staying current on market and regulatory developments to safeguard client interests.

Qualifications

• Bachelor's degree or equivalent experience in Business or related field.
• 7+ years in financial services and client experience.
• FINRA Series 65 required.
• FINRA fingerprinting required.
• CFP strongly preferred.
• Wealth management, planning, tax optimization, and estate planning knowledge.
• Strong communication, interpersonal, organizational, and presentation skills.
• Ability to manage multiple time-sensitive tasks and build long-term client relationships.
• Proficiency with MS Office, Salesforce, NetX360, and related systems.

Responsibilities

• Deliver a personalized, high-touch experience for Empower Private Clients with $5M+ in assets under management.
• Lead clients through planning milestones and campaigns with the practice team.
• Strengthen relationships via ongoing communications and proactive outreach.
• Identify planning opportunities and gather information for timely recommendations.
• Provide tailored financial planning guidance independently or with the team.
• Support implementation and monitoring of investment strategies aligned with client goals.
• Collaborate with Portfolio Management for account customization and client requests.
• Participate in monthly audit reviews and ensure regulatory compliance.
• Attend in-person client meetings to build trust and deepen relationships.

Skills

Client relationship management

Financial planning

Wealth management knowledge

Excellent communication

Presentation skills

Organizational skills

Education

Bachelor Degree in Business or related discipline

Equivalent experience

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower Retirement is recruiting for a Premier Wealth Advisor to join Empower Private Clients. You will deliver a high-touch, personalized experience to ultra-high-net-worth clients, leading planning conversations, and guiding investments aligned with client objectives.

You will work with the Practice Lead and Client Experience Specialist, coordinating reviews, campaigns, and relationship expansion, while staying current on market and regulatory developments to safeguard client interests.