Private Wealth Advisor (Private Client - Personal Strategy) - Dallas area

Empower Retirement, LLC; Texas; Hybrid; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time off

Parental leave

BRGs

Job summary

Empower Retirement, LLC seeks a Private Wealth Advisor to service Elite clients in a high-touch practice. You will lead onboarding, planning milestones, and investor education, collaborating with the advisory team to deepen relationships and expand wallet share.

A detail-oriented, proactive mindset and strong financial acumen are essential. Role emphasizes relationship management, market awareness, and collaboration with Portfolio Management while delivering Easy, Personal, and Enlightening

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• 5+ years of experience in financial services and client experience.
• FINRA Series 65 required; fingerprinting required.

Responsibilities

• Provide a best-in-class client experience through onboarding, financial planning, and investor education.
• Lead client outreach campaigns and planning milestones to grow relationships.
• Coordinate financial planning information gathering and present planning deliverables.

Skills

Client relationship management

Communication skills

Financial planning

Attention to detail

Proactive self-starter

Organizational skills

Time management

Education

Bachelor's degree in Business or related discipline

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. **The Ideal Candidate lives and is excited to meet with clients in the Dallas Texas area**

The Private Wealth Advisor (Private Client - Personal Strategy) will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, this role will help deliver a high-touch, highly personalized experience designed to support our clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening - an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology. This is an opportunity to play a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve.

What You Will Do

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.

What You Will Bring

• Bachelor Degree in Business or related discipline or equivalent experience
• 5+ years related work experience in financial services and client 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

What Will Set You Apart

• Prior experience as a high performing Advisor & Planner in the Personal Strategy solution CFP preferred
• #pjpw
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

What we offer you

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

Base Salary Range $87,400.00 - $123,400.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Remote and Hybrid Positions

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.