Senior Wealth Advisor, Practice Lead; Wealth Management - Premier Brokerage

What You Will Do

• 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 Empower clients enrolled in our Premier and Brokerage services
• Deliver a first‑class client experience by leading proactive, personalized conversations that address onboarding, financial planning, and ongoing investment education
• Engage clients through a combination of video conference, email, phone, and meetings in person—balancing proactive outreach with responsive service to meet evolving needs
• Retain and grow assets under management by building trust through clear communication, meaningful education, and thoughtful follow‑through
• Guide clients through Empower’s investment strategy, helping them understand and implement portfolio solutions aligned with their goals, risk tolerance, and financial plan
• Deliver holistic financial planning across a wide range of topics, including retirement income strategies, tax‑efficient savings, and education planning—partnering with Planning Specialists on more complex planning scenarios
• Coordinate with your advisory team and stakeholders across Empower Personal Wealth to ensure timely and effective resolution of client needs
• Model leadership within the client team by delegating, coaching, and developing colleagues to enhance performance and elevate the client experience
• Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.

• Bachelor Degree in Business or related discipline or equivalent experience
• 4+ years related work experience in financial services and client experience
• Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
• FINRA Series 7, 63, and 65 registrations required
• FINRA fingerprinting required
• 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 simultaneously; pro‑active self‑starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills.
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long‑term client relationships.
• Proven ability to navigate multiple client needs, deliver on multi‑product goals, and analyze and present investment portfolios to clients.

• CFP preferred
• Prior experience as a high performing Financial Advisor & Planner, serving our Premier/Brokerage clients

• 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.

Base Salary Range: $87,400.00 - $

Equal opportunity employer. Drug‑free workplace.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, 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 state or local law.

For remote and hybrid positions you will be required to provide reliable high‑speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.