Senior Private Wealth Advisor | Practice Leader

Empower Retirement; Dallas (TX); Vor Ort; USD 114.000 - 165.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision and life保险

401(k) with company matching

Tuition reimbursement

Generous PTO and holidays

Volunteer time

BRGs and inclusion programs

Zusammenfassung

Empower Retirement in Dallas is seeking a Sr. Private Wealth Advisor - Practice Lead to serve as the lead advisor for a dedicated client team.

You will build lasting relationships with high-net-worth Empower clients, delivering proactive, personalized financial guidance and strategic planning across retirement, tax optimization, and estate considerations. This role emphasizes client-first service, collaboration with a Wealth Advisor and Client Experience Specialist, and maintaining a top-tier

Qualifikationen

• 10+ years related work experience in financial services and client experience.
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication skills; ability to manage many time-sensitive tasks.
• Proven ability to build long-term client relationships with high-net-worth clients.
• Proficient in or able to learn Salesforce and other recordkeeping systems.
• FINRA Series 65 required; CFP strongly preferred.

Aufgaben

• Serve as the lead advisor within a dedicated client team to build lasting relationships with high net worth Empower clients.
• Provide first-in-class client experience for onboarding, financial planning, and investor education.
• Coordinate comprehensive relationship management via phone, email, and virtual meetings.
• Retain and grow assets through proactive education and timely communication.
• Explain and implement Personal Strategy investment approaches aligned with client goals.
• Collaborate with Financial Planning Specialists on complex plans and scenarios.
• Lead with empathy, clarity, and insight to deliver a first-class client experience.

Kenntnisse

Client relationship management

Wealth management

Communication skills

Attention to detail

Portfolio presentation

FINRA Series 65

CFP preferred

Financial planning

Salesforce

Ausbildung

Bachelor's degree in business or related discipline

Tools

Salesforce

NetX360

Microsoft Word

Excel

Outlook

PowerPoint

Jobbeschreibung

Empower Retirement in Dallas is seeking a Sr. Private Wealth Advisor - Practice Lead to serve as the lead advisor for a dedicated client team.

You will build lasting relationships with high-net-worth Empower clients, delivering proactive, personalized financial guidance and strategic planning across retirement, tax optimization, and estate considerations. This role emphasizes client-first service, collaboration with a Wealth Advisor and Client Experience Specialist, and maintaining a top-tier