Senior Private Wealth Advisor, Practice Lead

The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.

This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience.

This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve.

• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients
• Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients
• Conduct comprehensive relationship management via phone, email, and virtual meetings
• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness
• Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients
• Clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions
• Provide clients with holistic financial planning on a large variety of subjects, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning
• Effectively delegate, coach, train, and develop colleagues and resources
• Travel to meet with clients face-to-face and build strong relationships

• Bachelor’s degree in business or related discipline or equivalent experience
• 10+ years related work experience in financial services and client experience
• Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor
• 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
• Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Demonstrated success with high-net-worth clients, complicated planning, net promoter score, and client retention
• FINRA Series 65 required

• CFP strongly preferred
• Prior experience as a high performing Advisor & Planner in the Personal Strategy solution
• Proficient in or ability to quickly learn:
  Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX
  360, and other proprietary and recordkeeping systems
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships