Senior Wealth Advisor — High-Net-Worth Client Strategy

Empower LLC; Northern (KY); Hybrid; USD 96,000 - 136,000; Full time

Benefits offered by this job

Medical insurance

401(k) matching

Tuition reimbursement

Paid time off

Volunteer time

BRGs

Job summary

Empower LLC seeks a Premier Wealth Advisor to serve Empower Private Clients with 5M+ in assets, partnering with the Practice Lead to deliver a highly personalized experience for high-net-worth households.

You will coordinate financial reviews, drive planning campaigns, and identify opportunities to deepen relationships and expand wallet share within an elite client base. Strong financial acumen is essential.

Qualifications

• Bachelor degree or equivalent experience in business or related field.
• 7+ years in financial services and client experience.
• FINRA Series 65 and fingerprinting required.
• CFP strongly preferred.
• Wealth management, tax and estate planning knowledge.
• Excellent communication, interpersonal and organizational skills.
• Ability to manage many time-sensitive tasks and build client trust.
• Experience presenting investment portfolios to clients.

Responsibilities

• Deliver a personalized, high-touch client experience for Empower Private Clients with 5M+ AUM.
• Lead planning milestones and outreach with the practice team.
• Strengthen relationships through proactive communications.
• Identify planning opportunities from client conversations and data insights.
• Provide tailored financial planning guidance to clients.
• Support implementation and monitoring of investment strategies.
• Coordinate with Portfolio Management for account customization and requests.
• Participate in monthly audits and coordinate with Empower Personal Wealth stakeholders.
• Attend in-person client meetings to build trust and deepen relationships.

Skills

Client relationship management

Financial planning

Wealth management

Communication

Attention to detail

Multi-tasking

Portfolio reviews

CRM systems

Regulatory compliance

Education

Bachelor Degree in Business or related discipline

CFP certification preferred

Tools

Salesforce

NetX360

Microsoft Word

Excel

Outlook

PowerPoint

Job description

Empower LLC seeks a Premier Wealth Advisor to serve Empower Private Clients with 5M+ in assets, partnering with the Practice Lead to deliver a highly personalized experience for high-net-worth households.

You will coordinate financial reviews, drive planning campaigns, and identify opportunities to deepen relationships and expand wallet share within an elite client base. Strong financial acumen is essential.