Senior Private Wealth Advisor & Practice Lead (Flexible)

Empower Retirement; Greenwood Village (CO); Presencial; USD 114.000 - 165.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision and life保险

401(k) plan with generous company匹配

Tuition reimbursement up to $5,250/yr

Paid time off + holidays + floating

Paid volunteer time - 16 hours/yr

BRGs to promote inclusion

Descripción de la vacante

Empower Retirement in Greenwood Village, CO is seeking a Senior Private Wealth Advisor, Practice Lead to serve as the lead advisor for a dedicated book of high-net-worth clients enrolled in Premier and Brokerage solutions.

This role delivers personalized wealth management, retirement income planning, tax-efficient investing, and comprehensive financial planning while coordinating with a Private Wealth Advisor and Client Experience Specialist to ensure exceptional service.

Formación

• FINRA registrations 7, 63, 65 required.
• FINRA fingerprinting required.
• 10+ years in wealth management or private wealth advising high-net-worth clients.
• Bachelor’s degree in Business or related field or equivalent experience.
• Strong knowledge of wealth management strategies, financial planning, retirement planning, and estate planning.
• Ability to manage multiple client needs and build long-term relationships.

Responsabilidades

• Lead advisor within a dedicated client practice team, managing relationships with high-net-worth Empower clients in Premier and Brokerage.
• Provide proactive, personalized client consultations: onboarding, comprehensive financial planning, investment strategy, and ongoing wealth management.
• Advise clients via video, email, phone, and in-person meetings with timely service.
• Retain and grow assets under management through proactive relationship management and effective communication.
• Guide clients through Empower's investment strategy and portfolio solutions aligned with goals and risk tolerance.
• Deliver holistic financial planning across retirement, tax-efficient investing, education, and estate planning with Planning Specialists.
• Analyze and present investment portfolios and strategies to support client decisions.
• Collaborate with advisory team and stakeholders to coordinate solutions and resolve client needs.
• Drive proactive planning initiatives to deepen client relationships and grow AUM.
• Provide practice leadership through delegation, coaching, and colleague development.

Conocimientos

FINRA Series 7, 63, 65 registrations

FINRA Fingerprinting

10+ years wealth management

Experience advising high-net-worth

Excellent communication & presentation

Manage multiple priorities

MS Word, Excel, Outlook, PowerPoint, S

Educación

Bachelor's degree in Business or related discipline

Herramientas

Salesforce

NetX360

Microsoft Word

Excel

Outlook

PowerPoint

Descripción del empleo

Empower Retirement in Greenwood Village, CO is seeking a Senior Private Wealth Advisor, Practice Lead to serve as the lead advisor for a dedicated book of high-net-worth clients enrolled in Premier and Brokerage solutions.

This role delivers personalized wealth management, retirement income planning, tax-efficient investing, and comprehensive financial planning while coordinating with a Private Wealth Advisor and Client Experience Specialist to ensure exceptional service.