Senior Private Wealth Advisor — Practice Lead

Empower; Dallas (TX); Sur place; USD 114 000 - 165 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Retirement 401(k) with company match

Tuition reimbursement

Paid time off and holidays

Volunteer time

BRGs for inclusion

Résumé du poste

Empower in Dallas seeks a Senior Private Wealth Advisor – Practice Lead to act as the primary contact for high-net-worth client households. You will deliver proactive, tailored financial advice, retain and grow net assets, and lead with empathy, clarity, and insight to provide a first-class experience.

The role requires a natural leader within a dedicated client practice team and involves travel to meet clients in person. A strong background in wealth management and FINRA 65 is essential.

Qualifications

• 10+ years related work experience in financial services and client experience.
• Direct client contact with high-net-worth individuals is required.
• Advanced knowledge of wealth management, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication, interpersonal skills and organization.
• Ability to manage multiple tasks with proactive client focus.
• Proven ability to present investment portfolios and financial plans to clients.

Responsabilités

• Serve as the lead advisor within a client team, collaborating with a Wealth Advisor and Client Experience Specialist.
• Provide first-in-class client experience across onboarding, planning, and investor education.
• Maintain relationships via phone, email, and virtual meetings; proactive and reactive engagement.
• Retain assets under management and grow assets through proactive education and responsiveness.
• Explain Personal Strategy and align investment plans with client risk tolerance.
• Coordinate with advisory team and internal stakeholders to fulfill client requests.
• Delegate, coach, and develop colleagues and resources as needed.

Connaissances

Wealth management

Client relationships

Financial planning

Communication

Team collaboration

Formation

Bachelor's degree in business or related field

FINRA Series 65

CFP preferred

Description du poste

Empower in Dallas seeks a Senior Private Wealth Advisor – Practice Lead to act as the primary contact for high-net-worth client households. You will deliver proactive, tailored financial advice, retain and grow net assets, and lead with empathy, clarity, and insight to provide a first-class experience.

The role requires a natural leader within a dedicated client practice team and involves travel to meet clients in person. A strong background in wealth management and FINRA 65 is essential.