Senior Private Wealth Advisor, Practice Lead – Brokerage & Premier IRA

Empower; United States; Hybrid; USD 114,000 - 165,000; Full time

Benefits offered by this job

Medical, dental, vision and life ins.

401(k) plan with company match

Tuition reimbursement

Paid volunteer time

Paid parental leave

Diversity and inclusion initiatives

Job summary

Empower is seeking a Senior Private Wealth Advisor, Practice Lead to serve as the lead advisor for a high-net-worth client book. You will partner with a Private Wealth Advisor and a Client Experience Specialist to deliver personalized wealth management, investment strategy, and comprehensive financial planning while growing client assets.

The role emphasizes practice leadership, cross-functional collaboration, and the delivery of an exceptional client experience within Empower Personal Wealth.

Qualifications

• Bachelor's degree in Business or related discipline or equivalent experience.
• 10+ years of wealth management or private wealth advising experience.
• FINRA registrations 7, 63 and 65 and fingerprinting required.
• Experience advising high-net-worth households and managing complex relationships.

Responsibilities

• Serve as lead advisor for a dedicated client practice team and manage relationships with high-net-worth Empower clients.
• Deliver proactive financial planning, investment strategy, and comprehensive wealth management.
• Advise clients through video, email, phone, and in-person meetings to grow AUM.
• Coordinate solutions with advisory team members across Empower Personal Wealth.
• Provide practice leadership through delegation, coaching, and colleague development.
• Analyze portfolios and present strategies to clients for informed decisions.

Skills

FINRA Series 7/63/65

Fingerprinting

Bachelor's degree

10+ years experience

Wealth management

MS Office & CRM tools

Education

Bachelor's degree in Business or related discipline

Tools

Salesforce

NetX360

Microsoft Word

Excel

Outlook

PowerPoint

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 Senior Private Wealth Advisor, Practice Lead serves as a trusted advisor and primary point of contact for high-net-worth households with $1+ million invested, and that invest in Empower’s Premier IRA and Brokerage solutions. This role helps clients achieve long-term financial goals through personalized wealth management, investment strategy, and comprehensive financial planning while retaining and growing client net assets.

At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As the lead advisor within a dedicated client practice team, the Senior Private Wealth Advisor, Practice Lead partners with a Private Wealth Advisor and Client Experience Specialist to deliver an exceptional client experience. While this is not a formal people management role, this position provides day-to-day practice leadership through delegation, coaching, colleague development, and coordination of the client experience.

What You Will Do

• Serve as the lead advisor within a dedicated client practice team, partnering with a Private Wealth Advisor and Client Experience Specialist to manage and strengthen relationships with a dedicated book of high-net-worth Empower clients enrolled in Premier and Brokerage solutions
• Deliver proactive, personalized client consultations covering onboarding, comprehensive financial planning, investment strategy, portfolio management, investor education, and ongoing wealth management needs
• Advise clients through video conferences, email, phone, and in-person meetings, balancing proactive client outreach with responsive service
• Retain and grow assets under management (AUM) through proactive relationship management, clear communication, financial education, and consistent follow-through
• Guide clients through Empower’s investment strategy and help clients understand and implement portfolio solutions aligned with their financial goals, investment objectives, risk tolerance, and financial plans
• Deliver holistic financial planning across retirement planning, retirement income strategies, tax-efficient investing and savings, income optimization, education planning, and estate planning considerations, partnering with Planning Specialists on complex planning scenarios
• Analyze and present investment portfolios and financial strategies to help clients make informed financial decisions
• Partner with advisory team members and stakeholders across Empower Personal Wealth to coordinate solutions and ensure timely and effective resolution of client needs
• Execute proactive financial planning initiatives and identify opportunities to deepen existing client relationships, increase engagement, retain assets, and grow AUM
• Provide practice leadership by delegating responsibilities and coaching, training, and developing colleagues to enhance team performance and the client experience

What You Will Bring

• FINRA Series 7, 63, and 65 registrations required
• FINRA Fingerprinting required
• Bachelor’s degree in Business or a related discipline, or equivalent professional experience
• 10+ years of experience in wealth management or private wealth advising high-net-worth clients
• Experience advising high-net-worth households or managing complex wealth management relationships
• Advanced knowledge of wealth management strategies, comprehensive financial planning, investment portfolios, retirement planning, tax-efficient investing, income optimization, and estate planning
• Proven ability to manage multiple client needs, support multi-product goals, and analyze and present investment portfolios and financial strategies
• Demonstrated ability to deliver effective client consultations, establish trust, and build long-term client relationships
• Excellent verbal and written communication, interpersonal, organizational, and presentation skills
• Ability to manage multiple time-sensitive priorities with strong attention to detail, situational awareness, and critical thinking
• Proficiency with or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary financial services and recordkeeping systems

What Will Set You Apart

• CFP® certification
• Experience advising high-net-worth households with complex, multi-faceted financial planning needs
• Experience driving client retention, asset growth, and increased assets under management within an existing book of wealth management clients
• Experience providing practice leadership, coaching, training, or colleague development within a wealth management or advisory practice

***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

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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

$114,000.00 - $165,300.00

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.

***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.***

Job Posting End Date at 12:01 am on:

11-07-2026