Senior Private Wealth Advisor – Brokerage, Premier IRA

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $114k - $165.3k / year

⏰ Full Time

🟠 Senior

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

🎯 Requirements

• 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 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 • CFP® certification • Applicants must be authorized to work for any employer in the U.S. • No employment visa sponsorship, including CPT/OPT

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions up to 6% • Financial advisory services • Potential company discretionary retirement contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with the option to wear jeans • Generous paid time off upon hire • Paid time off program • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups open to all • Reliable high-speed internet and necessary computer equipment provided for remote and hybrid positions • Opportunity to participate in a bonus program