Senior Private Wealth Advisor – Brokerage, Premier IRA

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary advisor for a select group of high-net-worth Empower clients enrolled in Premier IRA and Brokerage services.

• Provide proactive, tailored consultations that encompass onboarding, financial planning, investment strategies, portfolio management, investor education, and wealth management.

• Consult with clients through video conferences, emails, phone calls, and in-person meetings.

• Retain and expand assets under management through effective relationship management, financial education, and diligent follow-through.

• Assist clients in implementing investment and portfolio solutions that align with their goals, objectives, risk tolerance, and financial plans.

• Offer comprehensive planning across retirement, income generation, tax-efficient investing, income optimization, education funding, and estate planning.

• Evaluate and present portfolios and financial strategies.

• Collaborate with advisory team members and Empower Personal Wealth stakeholders to address client needs.

• Undertake proactive planning initiatives and identify opportunities to strengthen relationships, enhance engagement, retain assets, and increase AUM.

• Provide leadership in practice through delegation, coaching, training, and development of colleagues.

⛳️ Requirements

• FINRA Series 7, 63, and 65 registrations are mandatory.

• FINRA Fingerprinting is required.

• A Bachelor's degree in Business or a related field, or equivalent professional experience is necessary.

• Minimum of 10 years of experience in wealth management or private wealth consulting for high-net-worth clients.

• Experience in advising high-net-worth households or managing intricate wealth management relationships.

• Extensive knowledge of wealth management strategies, comprehensive financial planning, investment portfolios, retirement planning, tax-efficient investing, income optimization, and estate planning.

• Demonstrated capability to manage multiple client needs, support multi-product objectives, and analyze and present investment portfolios and financial strategies.

• Proven ability to conduct effective client consultations, build trust, and foster long-lasting client relationships.

• Exceptional verbal and written communication, interpersonal, organizational, and presentation skills.

• Ability to handle multiple time-sensitive priorities with attention to detail, situational awareness, and critical thinking.

• Proficient in or able to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary financial services and record-keeping systems.

• CFP® certification is preferred.

• Applicants must be authorized to work for any employer in the U.S.

• No sponsorship for employment visas, including CPT/OPT.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• 401(k) plan with generous company matching contributions up to 6%.

• Financial advisory services available.

• Potential for company discretionary retirement contributions.

• Comprehensive investment options.

• Tuition reimbursement up to $5,250 per year.

• Business-casual workplace with the option to wear jeans.

• Generous paid time off provided upon hire.

• Paid time off program available.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave policy.

• Paid short- and long-term disability benefits.

• Family and Medical Leave (FMLA) coverage.

• Business Resource Groups accessible to all employees.

• High-speed internet and essential computer equipment provided for remote and hybrid work arrangements.

• Opportunity to participate in a bonus program.