Wealth Management Practice Lead - Senior Advisor (Remote)

Empower LLC; United States; Sur place; USD 87 400 - 123 400; Plein temps

Avantages offerts par ce poste

Medical, dental, vision insurance

401(k) with company match

Tuition reimbursement

Paid time off and holidays

Volunteer time off

Résumé du poste

Empower LLC seeks a Senior Wealth Advisor, Practice Lead to guide moderate- to high-net-worth clients, acting as the primary contact and leader within a dedicated client team. You’ll drive retention and growth through proactive, personalized advice and education.

You will collaborate with a Wealth Advisor and Client Experience Specialist to deliver holistic planning, investment education, and portfolio strategies aligned with client goals, risk tolerance, and long-term plans.

Qualifications

• Bachelor Degree in Business or related field.
• FINRA Series 7, 63, and 65 registrations required.
• CFP preferred but not required.
• 4+ years of experience in financial services and client experience.
• Strong communication and relationship-building skills.

Responsabilités

• Serve as lead advisor within a dedicated client team to manage a book of Empower clients.
• Deliver proactive, personalized conversations on onboarding, planning, and education.
• Engage clients via video, email, phone, and in-person meetings.
• Retain and grow assets by building trust and providing clear guidance.
• Coordinate with the team to resolve client needs and drive outcomes.

Connaissances

Wealth management

Financial planning

Tax optimization

Estate planning

Client relationship management

Communication skills

Leadership

Formation

Bachelor's degree in Business or related discipline

CFP preferred

Description du poste

Empower LLC seeks a Senior Wealth Advisor, Practice Lead to guide moderate- to high-net-worth clients, acting as the primary contact and leader within a dedicated client team. You’ll drive retention and growth through proactive, personalized advice and education.

You will collaborate with a Wealth Advisor and Client Experience Specialist to deliver holistic planning, investment education, and portfolio strategies aligned with client goals, risk tolerance, and long-term plans.