Senior Private Wealth Advisor & Practice Lead — Premier IRA

Empower Retirement, LLC; Overland Park (KS); In loco; USD 114.000 - 165.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Tuition reimbursement

Paid time off

Volunteer time off

Descrizione del lavoro

Empower Retirement, LLC seeks a Senior Private Wealth Advisor, Practice Lead to serve as the primary contact for high-net-worth households in Empower's Premier IRA and Brokerage solutions. You will provide personalized wealth management, investment strategy, and comprehensive financial planning while retaining and growing client assets.

As the lead within a dedicated client practice team, you will partner with a Private Wealth Advisor and a Client Experience Specialist to deliver an exceptional

Competenze

• FINRA Series 7, 63, and 65 registrations required.
• Bachelor's degree in Business or related discipline, or equivalent experience.
• 10+ years in wealth management or private wealth advising high-net-worth clients.
• CFP certification is a plus and demonstrates advanced planning capability.
• Proven ability to manage multiple client needs and assets.

Mansioni

• Lead advisor within a client practice team, coordinating with other specialists.
• Deliver proactive, personalized wealth management planning for high-net-worth clients.
• Advise clients via video, email, phone, and in-person meetings to deepen relationships.
• Retain and grow assets under management through proactive relationship management.
• Guide clients on investment strategy aligned with goals, risk tolerance, and plans.
• Provide holistic retirement, estate, tax-efficient investing, and education planning.
• Coordinate with advisory teammates to resolve client needs promptly.
• Lead with delegation, coaching, and development to elevate team performance.

Conoscenze

FINRA registrations

Communication skills

Client relationship management

Investment knowledge

Multi-product goals

Formazione

Bachelor's degree in Business or related discipline

CFP certification

Strumenti

Salesforce

NetX360

PowerPoint

Excel

Descrizione del lavoro

Empower Retirement, LLC seeks a Senior Private Wealth Advisor, Practice Lead to serve as the primary contact for high-net-worth households in Empower's Premier IRA and Brokerage solutions. You will provide personalized wealth management, investment strategy, and comprehensive financial planning while retaining and growing client assets.

As the lead within a dedicated client practice team, you will partner with a Private Wealth Advisor and a Client Experience Specialist to deliver an exceptional