Senior Private Wealth Advisor & Practice Lead - Premier IRA

Empower; Greenwood Village (CO); Hybrid; USD 114,000 - 165,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life insurance

401(k) matching up to 6%

Tuition reimbursement

Paid time off and holidays

Volunteer time off (16 hours/year)

BRGs promoting inclusion

Job summary

Empower seeks a Senior Private Wealth Advisor, Practice Lead to serve as a trusted advisor for high-net-worth clients with $1M+ invested in Premier IRA and Brokerage. You will guide investment strategy and holistic planning to help clients reach long-term goals.

As the lead within a dedicated client practice team, you’ll collaborate with a Private Wealth Advisor and Client Experience Specialist to deliver an exceptional client experience.

Qualifications

• FINRA registrations 7, 63, and 65 are required.
• FINRA fingerprinting is required.
• Bachelor's degree in Business or related field, or equivalent professional experience.
• 10+ years of experience in wealth management or private wealth advising.

Responsibilities

• Lead advisor for a dedicated client practice team and manage high-net-worth relationships.
• Deliver proactive, personalized client consultations covering onboarding, comprehensive financial planning, investment strategy, and ongoing wealth management needs.
• Advise clients through video conferences, email, phone, and in-person meetings.
• Retain and grow assets under management through proactive relationship management and clear communication.
• Guide clients through Empower's investment strategy and financial plans.
• Deliver holistic financial planning across retirement, tax-efficient investing, education, and estate planning.
• Analyze and present investment portfolios and strategies to inform decisions.
• Coordinate solutions with Empower Personal Wealth and Planning Specialists.
• Execute proactive financial planning initiatives to deepen relationships and grow AUM.
• Provide practice leadership through delegation, coaching, and staff development.

Skills

FINRA registrations 7/63/65

FINRA fingerprinting

Client relationship management

Wealth management expertise

Financial planning

MS Office suite

Salesforce

NetX360

Investment portfolio analysis

Communication skills

Education

Bachelor's degree in Business or related field

CFP certification

Tools

Salesforce

NetX360

Proprietary financial systems

Job description

Empower seeks a Senior Private Wealth Advisor, Practice Lead to serve as a trusted advisor for high-net-worth clients with $1M+ invested in Premier IRA and Brokerage. You will guide investment strategy and holistic planning to help clients reach long-term goals.

As the lead within a dedicated client practice team, you’ll collaborate with a Private Wealth Advisor and Client Experience Specialist to deliver an exceptional client experience.