High-Touch Private Wealth Advisor (Dallas)

Empower Retirement

United States

On-site

USD 90,000 - 150,000

Full time

6 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) matching

Job summary

Empower Retirement in Dallas, TX is seeking a Private Wealth Advisor to deliver high-touch financial planning and investment guidance for an elite client base. You will collaborate with the Practice Lead and Client Experience Specialist to coordinate reviews and campaigns, expanding wallet share.

You will bring deep wealth management knowledge, a CFP is preferred, and FINRA Series 65 certification is required.

Qualifications

Bachelor's degree required or equivalent experience.
5+ years of related work experience in financial services and client experience.
FINRA Series 65 required
FINRA fingerprinting required
Knowledge of wealth management strategies, tax planning, and estate planning
Excellent verbal and written communication; strong interpersonal and organizational skills
Experience presenting investment portfolios and multi-product solutions to clients

Responsibilities

Provide best-in-class client experience through onboarding, financial planning, and investor education engagements.
Lead clients through outreach campaigns and financial planning milestones.
Collaborate with advisory team to grow and maintain long-term client relationships.
Identify planning opportunities and coordinate information gathering for financial plans.
Provide comprehensive financial planning tailored to clients' goals and needs.
Recommend and review investment strategies aligned with risk tolerance and objectives.
Assist with monthly audit reviews with EPW stakeholders.
Support relationship management with Portfolio Management to customize client requests.