Senior Private Wealth Advisor, Practice Lead – Brokerage & Premier IRA

Emploi pas sur LinkedIn

🕒 il y a 2 mois

🇺🇸 États-Unis – Télétravail

💵 $114 000 - $165 300 / an

⏰ Temps Plein

🟠 Senior

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 43%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Empower

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10 000+ employés

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower est un prestataire de services financiers de premier plan, axé sur l'aide aux individus et aux organisations pour atteindre la liberté financière grâce à la planification de la retraite et à la gestion des investissements. Au service de plus de 19 millions d'Américains, Empower propose une suite complète de services liés aux finances, incluant la planification intelligente, les conseils en investissement, et des outils comme le tableau de bord personnel Empower™ pour une vue d'ensemble financière. L'entreprise est réputée en tant que principal fournisseur de plans de retraite et collabore étroitement avec des investisseurs individuels, des épargnants sur le lieu de travail, des promoteurs de plans et des professionnels financiers. Empower est également reconnu pour ses initiatives en matière de diversité, d'équité, d'inclusion et a un engagement social qui renforce l'impact communautaire.

Description

• Serve as the lead advisor for high-net-worth Empower clients enrolled in Premier IRA and Brokerage solutions • Partner with a Private Wealth Advisor and Client Experience Specialist to manage and strengthen client relationships • Deliver personalized consultations covering onboarding, financial planning, investment strategy, portfolio management, investor education, and ongoing wealth management • Advise clients through video conferences, email, phone, and in-person meetings • Retain and grow assets under management through proactive relationship management and financial education • Guide clients in implementing portfolio solutions aligned with goals, objectives, risk tolerance, and financial plans • Deliver holistic planning across retirement income, tax-efficient investing, income optimization, education, and estate planning • Analyze and present investment portfolios and financial strategies • Coordinate with advisory team members and stakeholders to resolve client needs • Execute proactive planning initiatives and identify opportunities to deepen relationships, retain assets, and grow AUM • Provide day-to-day practice leadership through delegation, coaching, training, and colleague development

🎯 Exigences

• FINRA Series 7, 63, and 65 registrations required • FINRA Fingerprinting required • Bachelor's degree in Business or a related discipline, or equivalent professional experience • 10+ years of experience in wealth management or private wealth advising high-net-worth clients • Experience advising high-net-worth households or managing complex wealth management relationships • Advanced knowledge of wealth management strategies, comprehensive financial planning, investment portfolios, retirement planning, tax-efficient investing, income optimization, and estate planning • Proven ability to manage multiple client needs, support multi-product goals, and analyze and present investment portfolios and financial strategies • Demonstrated ability to deliver effective client consultations, establish trust, and build long-term client relationships • Excellent verbal and written communication, interpersonal, organizational, and presentation skills • Ability to manage multiple time-sensitive priorities with strong attention to detail, situational awareness, and critical thinking • Proficiency with or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary financial services and recordkeeping systems • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

🏖️ Avantages

• 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) open to all • Bonus program or sales incentives, as applicable • Reliable high-speed wired internet and home workspace required for remote work; necessary computer equipment provided

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