Senior Private Wealth Advisor, Practice Lead

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

📋 Description

• Act as the primary advisor within a dedicated client team, collaborating closely with a Wealth Advisor and Client Experience Specialist to cultivate enduring relationships with a select group of high net worth Empower clients.

• Deliver a top-tier client experience by addressing needs related to client onboarding, financial planning, and investor education.

• Partner with your advisory team resources to foster and sustain robust long-term relationships with esteemed clients.

• Conduct comprehensive relationship management through phone, email, and virtual meetings, engaging both proactively and reactively.

• Maintain assets under management while attracting additional assets through diligent communication, proactive education, and unwavering responsiveness.

• Serve as a liaison between clients and various internal teams/departments within Empower Personal Wealth to effectively support clients.

• Possess the ability to clearly articulate the ‘Personal Strategy’ investment strategy; recommend, implement, and evaluate investment strategies that align with clients’ risk tolerance and financial goals, while engaging clients in discussions about their portfolio, market trends, and economic factors.

• Offer clients comprehensive financial planning covering a wide range of topics, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning.

• Collaborate with Financial Planning Specialists on intricate issues or comprehensive financial plans.

• Efficiently coordinate with the advisory team and various EPW stakeholders for client-related requests.

• Exhibit a willingness and capability to effectively delegate, coach, train, and develop colleagues and resources.

• Travel is necessary to meet clients face-to-face and foster strong relationships.

⛳️ Requirements

• Over 10 years of relevant experience in financial services and client experience.

• Proven success with high-net-worth clients, complex planning, NPS, and client retention.

• Required previous experience with direct client contact, showcasing a knowledgeable and professional demeanor.

• Advanced understanding of wealth management strategies, financial planning, tax and income optimization, and estate planning.

• Exceptional verbal and written communication skills; strong interpersonal abilities; detail-oriented; capable of managing multiple time-sensitive tasks simultaneously; proactive self-starter with strong situational awareness and contextual thinking; and excellent organizational and presentation skills.

• Demonstrated ability to address multiple client needs, achieve multi-product goals, and analyze and present investment portfolios to clients.

• Bachelor’s degree in business or a related field, or equivalent experience.

• FINRA Series 65 is mandatory.

• FINRA fingerprinting is required.

• CFP designation is strongly preferred.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings options, including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a diverse investment lineup.

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

• Business-casual work environment that allows for jeans.

• Generous paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time of 16 hours per calendar year.

• Leave of absence programs, which include paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration within our business and the communities where we live, work, and play. BRGs are open to all.