Senior Private Wealth Advisor, Practice Lead - Dallas region

Empower Retirement; Texas; On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Bonus opportunity

Travel to meet clients

Job summary

Empower Retirement in the Dallas metro area seeks a Senior Private Wealth Advisor - Practice Lead to serve as the lead advisor for a dedicated client team, delivering tailored financial advice and comprehensive planning. You will collaborate with a Wealth Advisor and a Client Experience Specialist to deepen client relationships and grow assets.

The role emphasizes a highly personal, proactive approach, with requirements for extensive wealth management expertise, exceptional communication, and

Qualifications

• 10+ years of experience in financial services with direct client contact.
• Advanced knowledge of wealth management strategies, financial planning, tax optimization, and estate planning.
• Excellent verbal and written communication, ability to manage many tasks, and build trust with clients.
• Proven ability to handle high-net-worth client relationships and multi-product goals.
• Willingness to travel to meet clients and coordinate with internal teams.

Responsibilities

• Serve as lead advisor within a client team to build lasting relationships with high-net-worth Empower clients.
• Provide first-class client experiences across onboarding, planning, and education.
• Manage relationships via phone, email, and virtual meetings; proactive and reactive engagement.

Skills

10+ years experience

Wealth management knowledge

Communication skills

Client relationship management

Team leadership (no people mgmt)

MS Office, Salesforce, NetX360

Tools

Microsoft Word

Microsoft 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 in the metro Dallas area and is excited to meet with clients in person, if needed.

This position offers a competitive bonus opportunity in addition to the base salary

The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach.

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 a Sr. Private Wealth Advisor - Practice Lead, you bring that mission and vision to life-ensuring that every client interaction is Easy, Personal, and Enlightening.

This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience.

This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve.

What You Will Do

• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients
• Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients
• Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive.
• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.
• Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.
• An ability to clearly explain the 'Personal Strategy' investment strategy; recommend, implement, and review investment strategies that align with clients' risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.
• Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.
• Effectively coordinate with advisory team and various EPW stakeholders for client-related requests.
• Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.
• Travel required to meet with clients face-to-face and build strong relationships.

What You Will Bring

• 10+ years related work experience in financial services and client experience
• Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
• Advanced 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
• Demonstrated success with high-net-worth cl