Senior Private Wealth Advisor - Practice Lead

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

At Empower, our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology. In this role you will bring that mission and vision to life—ensuring that every client interaction 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.

The Ideal candidate lives in the Portland area and is excited to meet with clients in person as needed.

• 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 through client onboarding, financial planning, and investor education
• Provide comprehensive relationship management through phone, email, and virtual meetings
• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness
• Act as a liaison between clients and internal groups/departments within Empower Personal Wealth to serve clients
• Represent 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 areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning
• Effectively delegate, coach, train, and develop colleagues
• Travel as needed 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
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
• Demonstrated success with high-net-worth clients, complicated planning, net promoter score, and client retention
• Active FINRA Series 65 required

• CFP strongly preferred
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
• Excellent verbal and written communication skills
• Able to manage many time-sensitive tasks simultaneously, pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills