Senior Private Wealth Advisor, Practice Lead; Personal Strategy - NYC

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, and fluid career paths. We celebrate internal mobility and recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work 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 Ideal candidate lives in the New York area and is excited to meet with clients in person, if needed.

The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) 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 focuses on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic 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. As a Sr. Private Wealth Advisor - Practice Lead, you bring that mission and vision to life by ensuring that every client interaction is Easy, Personal, and Enlightening.

This role requires a natural leader 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, collaborating 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 onboarding, financial planning, and investor education. Collaborate with advisory team resources to grow and maintain strong long-term relationships with highly valued clients
• Comprehensive relationship management conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive.
• Retain assets under management and garner additional assets through diligent communication, proactive education, and responsiveness.
• Act as liaison between clients and 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 topics such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. Collaborate with Financial Planning Specialists on complex issues or comprehensive plans.
• Coordinate with advisory team and EPW stakeholders for client-related requests.
• Willingness and ability to delegate, coach, train, and develop colleagues and resources.

• Travel required 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
• Direct client contact experience with a professional demeanor
• FINRA Series 65 required
• FINRA fingerprinting required
• CFP strongly preferred
• 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; proactive self-starter with strong situational awareness and 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 present investment portfolios to clients
• Proficient in or able to quickly learn:
  Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX
  360, and other systems
• Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention

• Prior experience as a high performing Advisor & Planner in the Personal Strategy solution

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company…