Senior Private Wealth Advisor, Practice Lead; Remote​/Hybrid

Responsibilities

Serve as the lead advisor within a dedicated client team, collaborating closely with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a book of high‑net‑worth clients.

• Provide first‑in‑class client experience for onboarding, financial planning, and investor education.
• Collaborate with advisory team resources to grow and maintain strong long‑term relationships.
• Conduct comprehensive relationship management via phone, email, and virtual meetings, keeping engagement proactive and reactive.
• Retain assets under management and acquire additional assets through diligent communication, proactive education, and responsiveness.
• Act as liaison between clients and internal groups/departments within Empower Personal Wealth.
• Explain the ‘Personal Strategy’ investment approach; recommend, implement, and review strategies aligned with client risk tolerance and objectives.
• Discuss portfolio, market, and economic matters with clients.
• Provide holistic financial planning across retirement, income, tax‑advantaged savings, and education planning.
• Collaborate with Financial Planning Specialists on complex or comprehensive plans.
• Coordinate with advisory team and EPW stakeholders for client requests.
• Delegate, coach, train, and develop colleagues and resources as needed.
• Travel to meet clients face‑to‑face and build strong relationships.

• 10+ years of related experience in financial services and client experience.
• Demonstrated success with high‑net‑worth clients, complicated planning, NPS, and retention.
• Prior direct client contact with a professional, knowledgeable demeanor.
• Advanced knowledge of wealth‑management strategies, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication, strong interpersonal skills, and attention to detail.
• Self‑starter, strong situational awareness, contextual thinking, and organizational and presentation skills.
• Bachelor’s degree in business or related discipline, or equivalent experience.
• FINRA Series
  65 required; FINRA fingerprinting required.
• CFP strongly preferred.

• Medical, dental, vision, and life insurance.
• 401(k) plan with up to 6% company match and potential discretionary contributions.
• Financial advisory services and a broad investment lineup.
• Tuition reimbursement up to $5,250/year.
• Business‑casual environment, including options for jeans.
• Generous paid time off upon hire, federal holidays, and three floating holidays per year.
• Paid volunteer time – 16hours per calendar year.
• Leave of absence programs, including paid parental leave, short‑term and long‑term disability, and FMLA.
• Business Resource Groups (BRGs) open to all employees.

Base Salary Range: $ – $. Non‑sales positions may receive a bonus program; sales positions eligible for incentives and can earn compensation above the base salary depending on performance.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable law, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to any protected status.