Senior Wealth Advisor, Practice Lead – Wealth Management

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $87.4k - $123.4k / year

⏰ Full Time

🟠 Senior

✨ Advisor

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients enrolled in our Premier and Brokerage services • Deliver a first-class client experience by leading proactive, personalized conversations that address onboarding, financial planning, and ongoing investment education • Engage clients through a combination of video conference, email, phone, and meetings in person—balancing proactive outreach with responsive service to meet evolving needs • Retain and grow assets under management by building trust through clear communication, meaningful education, and thoughtful follow-through • Guide clients through Empower’s investment strategy, helping them understand and implement portfolio solutions aligned with their goals, risk tolerance, and financial plan • Deliver holistic financial planning across a wide range of topics, including retirement income strategies, tax-efficient savings, and education planning—partnering with Planning Specialists on more complex planning scenarios • Coordinate with your advisory team and stakeholders across Empower Personal Wealth to ensure timely and effective resolution of client needs • Model leadership within the client team by delegating, coaching, and developing colleagues to enhance performance and elevate the client experience • Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.

🎯 Requirements

• Bachelor Degree in Business or related discipline or equivalent experience • 4+ years related work experience in financial services and client experience • Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required • FINRA Series 7, 63, and 65 registrations required • FINRA fingerprinting required • Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning • Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills • Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships • Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.