Wealth Strategy Lead for High-Net-Worth Clients

Empower; United States; Remote; USD 114,000 - 165,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time

BRGs

Job summary

Empower is seeking a Senior Private Wealth Advisor, Practice Lead, to serve as a trusted primary contact for high-net-worth clients with $1M+ assets invested in our Premier and Brokerage solutions. You will lead a dedicated client practice team, work with a Private Wealth Advisor and Client Experience Specialist, and deliver personalized wealth management and planning.

As lead advisor, you will coordinate with Empower Personal Wealth, guide investment strategy, and oversee client experience.

Qualifications

• FINRA registrations required (7, 63, 65).
• FINRA Fingerprinting required.
• Bachelor's degree in Business or related discipline or equivalent experience.
• 10+ years of wealth management experience.
• Experience advising high-net-worth households or complex wealth relationships.
• Advanced knowledge of wealth management, planning, portfolios, and estate planning.

Responsibilities

• Lead advisor within a client practice team, managing a high-net-worth book enrolled in Premier and Brokerage solutions.
• Provide proactive, personalized wealth planning and investment strategy.
• Consult with clients via video, email, phone, and in-person meetings.
• Retain and grow assets under management through proactive relationship management.
• Guide clients on investment strategy aligned with goals, risk tolerance, and financial plans.
• Deliver holistic planning across retirement, tax optimization, education, and estate planning with Planning Specialists.
• Analyze portfolios and present financial strategies to support informed decisions.
• Coordinate with Empower Personal Wealth team to deliver timely client solutions.
• Identify opportunities to deepen relationships and expand AUM through service excellence.
• Provide leadership through delegation, coaching, and colleague development.

Skills

FINRA registrations

Fingerprinting

Wealth management experience

Client relationships

Communication skills

Microsoft Office

Salesforce

NetX360

Education

Bachelor's degree in Business or related field

Tools

Salesforce

NetX360

Microsoft Word

Excel

PowerPoint

Job description

Empower is seeking a Senior Private Wealth Advisor, Practice Lead, to serve as a trusted primary contact for high-net-worth clients with $1M+ assets invested in our Premier and Brokerage solutions. You will lead a dedicated client practice team, work with a Private Wealth Advisor and Client Experience Specialist, and deliver personalized wealth management and planning.

As lead advisor, you will coordinate with Empower Personal Wealth, guide investment strategy, and oversee client experience.