Senior Private Wealth Advisor, Practice Lead

Emploi pas sur LinkedIn

🕒 il y a 4 jours

🤠 Texas – Distant

🤠 Texas – Remote

💵 $114 000 - $165 300 / an

⏰ Temps Plein

🟠 Senior

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 0%

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 within a dedicated client team with a Wealth Advisor and Client Experience Specialist • Build lasting relationships with a dedicated book of high-net-worth Empower clients • Provide client service for onboarding, financial planning, and investor education • Manage client relationships by phone, email, and virtual meetings, both proactively and reactively • Retain assets under management and garner additional assets through communication and education • Act as liaison between clients and internal Empower Personal Wealth groups and departments • Explain the Personal Strategy investment strategy and recommend, implement, and review strategies aligned with client risk tolerance and financial objectives • Engage clients on portfolio, market, and economic discussions • Provide holistic financial planning covering retirement planning, income optimization, tax-advantaged savings strategies, and education planning • Collaborate with Financial Planning Specialists on complex issues and comprehensive plans • Coordinate with advisory team and EPW stakeholders on client-related requests • Delegate, coach, train, and develop colleagues and resources • Travel to meet clients face-to-face and build relationships

🎯 Exigences

• 10+ years related work experience in financial services and client experience • Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is 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 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 • Proficient in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems • Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention • Bachelor’s degree in business or related discipline or equivalent experience • FINRA Series 65 required • FINRA fingerprinting required • CFP strongly preferred • Must reside within the Dallas territory • Reliable high-speed internet with a wired connection and a suitable home workspace

🏖️ 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 • Flexible work environment • Remote work arrangement within the territory • Necessary computer equipment provided • Competitive bonus opportunity in addition to base salary • Sales incentives and, in some instances, a bonus plan

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