Senior Private Wealth Advisor, Practice Lead

Job not on LinkedIn

🔥 1 hour ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $114k - $165.3k / year

⏰ Full Time

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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 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

🎯 Requirements

• 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

🏖️ 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) 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