Senior Private Wealth Advisor & Practice Lead, 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

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.