Senior Private Wealth Advisor, Practice Lead - Philly region

Senior Private Wealth Advisor – Practice Lead (Personal Strategy)

Location:

Philadelphia, PA (in-person client meetings required). The role focuses on helping high‑net‑worth client households achieve long‑term financial success through a highly personal and strategic approach.

• Serve as lead advisor within a dedicated client team (Wealth Advisor and Client Experience Specialist) to build and maintain lasting relationships with a book of high net‑worth clients.
• Provide first‑in‑class client experience, including onboarding, financial planning, investor education and portfolio, market, and economic discussions.
• Collaborate with advisory team resources to grow and maintain strong, long‑term client relationships.
• Conduct comprehensive relationship management via phone, email, and virtual meetings; balance proactive and reactive engagement.
• Retain assets under management and acquire additional assets through diligent communication, proactive education, and responsive service.
• Act as liaison between clients and internal groups/departments within Empower Personal Wealth.
• Explain the “Personal Strategy” investment strategy, recommend, implement, and review investment strategies aligned with clients’ risk tolerance and objectives.
• Provide holistic financial planning on retirement, income optimization, tax‑advantaged savings, education planning, and other relevant topics.
• Collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.
• Coordinate with advisory team and EPW stakeholders for client‑related requests and delegate, coach, train, and develop colleagues when appropriate.
• Travel to meet with clients face‑to‑face and build strong relationships.

• 10+ years related work experience in financial services and client experience.
• 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; capable of managing many time‑sensitive tasks simultaneously.
• Pro‑active self‑starter with strong situational awareness, contextual thinking, organizational and presentation skills.
• Exceptional at delivering effective client consultations – composed, professional, and skilled at establishing trust and long‑term relationships.
• Proficiency (or quick learning ability) with Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX
  360, and other proprietary systems.
• Demonstrated success with high‑net‑worth clients, complicated planning, NPS, and client retention.
• Bachelor’s degree in business or related discipline, or equivalent experience.
• FINRA Series
  65 required.
• FINRA fingerprinting required.
• CFP strongly preferred.

• Base salary range: $114,000–$165,300 (Philadelphia).
• Competitive bonus opportunity in addition to base salary (non‑sales positions; sales positions may qualify for incentives).
• 401(k) plan with up to 6% company matching; potential discretionary contribution and broad investment lineup.
• Medical, dental, vision, and life insurance.
• Tuition reimbursement up to $5,250/year.
• Generous paid time off, including paid vacation, 10 company holidays, and three floating holidays per calendar year.
• Paid volunteer time: 16hours/calendar year.
• Paid parental leave, short‑ and long‑term disability, and Family and Medical Leave (FMLA).
• Business‑casual work environment.
• Remote/hybrid work supported with required high‑speed internet and office presence as needed.
• Employee development programs and Business Resource Groups (BRGs) open to all employees.

We are an equal opportunity employer with a commitment to diversity. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, 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.