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

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Senior Private Wealth Advisor, Practice Lead serves as a trusted advisor and primary point of contact for high-net-worth households with $1+ million invested, and that invest in Empower's Premier IRA and Brokerage solutions. This role helps clients achieve long-term financial goals through personalized wealth management, investment strategy, and comprehensive financial planning while retaining and growing client net assets.

At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As the lead advisor within a dedicated client practice team, the Senior Private Wealth Advisor, Practice Lead partners with a Private Wealth Advisor and Client Experience Specialist to deliver an exceptional client experience. While this is not a formal people management role, this position provides day-to-day practice leadership through delegation, coaching, colleague development, and coordination of the client experience.

• →Serve as the lead advisor within a dedicated client practice team, partnering with a Private Wealth Advisor and Client Experience Specialist to manage and strengthen relationships with a dedicated book of high-net-worth Empower clients enrolled in Premier and Brokerage solutions
• →Deliver proactive, personalized client consultations covering onboarding, comprehensive financial planning, investment strategy, portfolio management, investor education, and ongoing wealth management needs
• →Advise clients through video conferences, email, phone, and in-person meetings, balancing proactive client outreach with responsive service
• →Retain and grow assets under management (AUM) through proactive relationship management, clear communication, financial education, and consistent follow-through
• →Guide clients through Empower's investment strategy and help clients understand and implement portfolio solutions aligned with their financial goals, investment objectives, risk tolerance, and financial plans
• →Deliver holistic financial planning across retirement planning, retirement income strategies, tax-efficient investing and savings, income optimization, education planning, and estate planning considerations, partnering with Planning Specialists on complex planning scenarios
• →Analyze and present investment portfolios and financial strategies to help clients make informed financial decisions
• →Partner with advisory team members and stakeholders across Empower Personal Wealth to coordinate solutions and ensure timely and effective resolution of client needs
• →Execute proactive financial planning initiatives and identify opportunities to deepen existing client relationships, increase engagement, retain assets, and grow AUM
• →Provide practice leadership by delegating responsibilities and coaching, training, and developing colleagues to enhance team performance and the client experience

• →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

• CFP® certification
• Experience advising high-net-worth households with complex, multi-faceted financial planning needs
• Experience driving client retention, asset growth, and increased assets under management within an existing book of wealth management clients
• Experience providing practice leadership, coaching, training, or colleague development within a wealth management or advisory practice

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***