Senior Private Wealth Advisor - Practice Lead - Seattle region

Senior Private Wealth Advisor, Practice Lead

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The ideal candidate resides in the Seattle metropolitan area and is excited to work remotely while meeting with clients in person based on client needs.

** This position offers competitive bonus compensation in addition to base salary.**

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 relationship manager. This role is responsible for retaining and growing assets under management by delivering proactive, personalized financial advice through a strategic, client-centric 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. In this role, you will bring that mission and vision to life by ensuring every client interaction is Easy, Personal, and Enlightening.

This role requires a collaborative leader who confidently serves as the lead advisor within a dedicated client practice team consisting of a Wealth Advisor and a Client Experience Specialist. While this is not a formal people management role, you will provide day-to-day leadership, coaching, and guidance to help the team consistently deliver a first-class client experience. This is an opportunity to make a meaningful impact on the financial lives of the clients we serve while helping build a best-in-class wealth management practice.

• Serve as the lead advisor within a dedicated client practice, partnering closely with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high-net-worth Empower clients ($1M+ investable assets).
• Deliver a first-class client experience through onboarding, comprehensive financial planning, investment guidance, and investor education.
• Build trusted client relationships through phone, email, virtual meetings, and in-person consultations.
• Retain and grow assets under management through proactive communication, ongoing financial education, and exceptional client service.
• Partner with internal teams across Empower Personal Wealth to advocate for clients and deliver seamless service.
• Represent the Personal Strategy investment approach by recommending, implementing, and reviewing investment strategies aligned with each client's goals, risk tolerance, and financial objectives.
• Guide clients through comprehensive financial planning, including retirement planning, income optimization, tax-efficient investing, education funding strategies, and estate planning considerations.
• Coach, mentor, train, and delegate work to members of the client practice team.
• Travel locally as needed to meet clients face-to-face and strengthen long-term relationships.

• Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent professional experience
• 10+ years of experience in wealth management, private wealth, financial advisory services, or financial planning, delivering exceptional client experiences
• Advanced knowledge of wealth management strategies, investment management, financial planning, retirement planning, tax-efficient investing, income optimization, and estate planning
• Proven ability to manage complex client needs, present investment portfolios, and deliver comprehensive wealth management solutions
• Demonstrated success serving high-net-worth clients ($1M+), driving client retention, increasing assets under management, and achieving high client satisfaction or Net Promoter Score (NPS) results
• Experience using Salesforce CRM and modern financial planning platforms
• Active FINRA Series 65 license required
• FINRA Fingerprinting required

• CFP® certification strongly preferred
• Exceptional client consultation and relationship management skills with the ability to establish long-term trust
• Excellent verbal, written, and presentation skills
• Ability to manage multiple time-sensitive priorities in a fast-paced environment
• Strong organizational skills, situational awareness, critical thinking, and proactive problem-solving
• Experience adapting to evolving financial planning technologies and digital wealth management tools

Base Salary Range

$ - $

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer
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