Private Wealth Advisor – High-Touch Financial Planning

Empower; Dallas (TX); On-site; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Tuition reimbursement

Job summary

Empower, a leading financial services firm in Dallas, seeks a Private Wealth Advisor to deliver high-touch planning and relationship management for an elite client base. You will guide onboarding, strategy discussions, and ongoing financial reviews, collaborating with a specialist team to tailor investment and wealth planning solutions.

The role requires 5+ years of financial services experience, FINRA Series 65, and a commitment to exceptional client service.

Qualifications

• Bachelor Degree in Business or related discipline or equivalent experience.
• FINRA Series 65 required.
• FINRA fingerprinting required.
• Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time‑sensitive tasks simultaneously; pro‑active self‑starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills.
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long‑term client relationships.
• Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients.
• Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems

Responsibilities

• Provide a best-in-class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education.
• Lead clients through optimal experience by effective management of outreach campaigns and Financial Planning milestones.
• Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients
• Identify and drive planning opportunities and coordinate financial planning information gathering
• Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals. Present planning deliverables individually or alongside your advisory team.
• Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Remain informed about market trends, economic conditions, and regulatory changes impacting investments.
• Assist with monthly audit reviews in collaboration with various EPW stakeholders.
• Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests.

Skills

Client relationship management

Financial planning

Communication skills

Attention to detail

Time management

Proactive self-starter

Education

Bachelor Degree in Business or related discipline or equivalent experience

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower, a leading financial services firm in Dallas, seeks a Private Wealth Advisor to deliver high-touch planning and relationship management for an elite client base. You will guide onboarding, strategy discussions, and ongoing financial reviews, collaborating with a specialist team to tailor investment and wealth planning solutions.

The role requires 5+ years of financial services experience, FINRA Series 65, and a commitment to exceptional client service.