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

Empower Retirement; United States; Presencial; USD 90.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) matching

Descripción de la vacante

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.

Formación

• 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

Responsabilidades

• 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.

Conocimientos

Client relationships

Financial planning

Investment analysis

Communication skills

Educación

Bachelor's in Business

Herramientas

Salesforce

NetX360

Excel

PowerPoint

Word

Outlook

Descripción del empleo

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 record-keeping 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, potent