Senior Private Wealth Advisor - Practice Lead - Seattle region

Wa SeattleRemotesenior

OtherWealth Advisor

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Overview

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,

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OtherWealth Advisor

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.

What We Offer

~3 min read

The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high-net-worth clients achieve long-term financial success by serving as a trusted advisor and primary relationship manager. This role is responsible for retaining and growing assets under management by delivering proactive, personalized financial advice through a strategic, client-centric approach.

At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. In this role, you will bring that mission and vision to life by ensuring every client interaction is Easy, Personal, and Enlightening.

This role requires a collaborative leader who confidently serves as the lead advisor within a dedicated client practice team consisting of a Wealth Advisor and a Client Experience Specialist. While this is not a formal people management role, you will provide day-to-day leadership, coaching, and guidance to help the team consistently deliver a first-class client experience. This is an opportunity to make a meaningful impact on the financial lives of the clients we serve while helping build a best-in-class wealth management practice.

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

✓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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Responsibilities

~2 min read

→Serve as the lead advisor within a dedicated client practice, partnering closely with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high-net-worth Empower clients ($1M+ investable assets).
→Deliver a first-class client experience through onboarding, comprehensive financial planning, investment guidance, and investor education.
→Build trusted client relationships through phone, email, virtual meetings, and in-person consultations.
→Retain and grow assets under management through proactive communication, ongoing financial education, and exceptional client service.
→Partner with internal teams across Empower Personal Wealth to advocate for clients and deliver seamless service.
→Represent the Personal Strategy investment approach by recommending, implementing, and reviewing investment strategies aligned with each client's goals, risk tolerance, and financial objectives.
→Guide clients through comprehensive financial planning, including retirement planning, income optimization, tax-efficient investing, education funding strategies, and estate planning considerations.
→Coach, mentor, train, and delegate work to members of the client practice team.
→Travel locally as needed to meet clients face-to-face and strengthen long-term relationships.

→Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent professional experience
→10+ years of experience in wealth management, private wealth, financial advisory services, or financial planning, delivering exceptional client experiences
→Advanced knowledge of wealth management strategies, investment management, financial planning, retirement planning, tax-efficient investing, income optimization, and estate planning
→Proven ability to manage complex client needs, present investment portfolios, and deliver comprehensive wealth management solutions
→Demonstrated success serving high-net-worth clients ($1M+), driving client retention, increasing assets under management, and achieving high client satisfaction or Net Promoter Score (NPS) results
→Experience using Salesforce CRM and modern financial planning platforms
→Active FINRA Series 65 license required
→FINRA Fingerprinting required

CFP® certification strongly preferred
Exceptional client consultation and relationship management skills with the ability to establish long-term trust
Excellent verbal, written, and presentation skills
Ability to manage multiple time-sensitive priorities in a fast-paced environment
Strong organizational skills, situational awareness, critical thinking, and proactive problem-solving
Experience adapting to evolving financial planning technologies and digital wealth management tools

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