Senior Private Wealth Advisor & Practice Lead - Remote-Friendly

Empower; United States; Hybride; USD 114 000 - 165 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision and life

401(k) with company match up to 6%

Tuition reimbursement

Paid time off and holidays

Volunteer time off

Disability and parental leave

BRGs and inclusion programs

Résumé du poste

Empower Healthfully guides high-net-worth clients with Premier and Brokerage solutions, delivering personalized wealth management and planning. You will advise through video, email, and in-person meetings, growing AUM and strengthening client relationships.

This Senior Private Wealth Advisor role emphasizes holistic planning, tax-efficient strategies, retirement income, and education and estate planning, collaborating with Planning Specialists to tailor comprehensive plans.

Qualifications

• FINRA registrations required (Series 7, 63, 65).
• Bachelor's degree in Business or related discipline or equivalent experience.
• 10+ years of experience in wealth management or advising high-net-worth clients.
• Advanced knowledge of wealth management strategies, financial planning, and estate planning.
• Strong verbal/written communication and relationship-building skills.
• Ability to manage multiple client needs and multi-product goals.

Responsabilités

• Serve as the lead advisor within a client practice team to manage relationships with high-net-worth Empower clients enrolled in Premier and Brokerage solutions.
• Deliver proactive, personalized client consultations covering onboarding, financial planning, investment strategy, and ongoing wealth management needs.
• Advise clients through video conferences, email, phone, and in-person meetings with proactive outreach and responsive service.
• Retain and grow assets under management through proactive relationship management, clear communication, and education.
• Guide clients through Empower's investment strategy and portfolio solutions aligned with goals, risk tolerance, and plans.
• Deliver holistic financial planning across retirement, tax-efficient investing, income optimization, and estate planning with Planning Specialists.
• Analyze and present investment portfolios and strategies to inform decisions.
• Collaborate with advisory team members to coordinate solutions and resolve client needs.
• Identify opportunities to deepen relationships, increase engagement, and grow AUM.
• Provide practice leadership by coaching and developing colleagues to enhance team performance.

Connaissances

FINRA registrations

Wealth management

Client consultations

Relationship management

Multi-product knowledge

Communication skills

Financial planning

Formation

Bachelor's degree in Business or related discipline

Outils

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Description du poste

Empower Healthfully guides high-net-worth clients with Premier and Brokerage solutions, delivering personalized wealth management and planning. You will advise through video, email, and in-person meetings, growing AUM and strengthening client relationships.

This Senior Private Wealth Advisor role emphasizes holistic planning, tax-efficient strategies, retirement income, and education and estate planning, collaborating with Planning Specialists to tailor comprehensive plans.