Senior Wealth Advisor – Practice Lead, Wealth Management

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

📋 Description

• Act as the primary advisor within a specialized client team, partnering closely with a Wealth Advisor and Client Experience Specialist to cultivate enduring relationships with a dedicated portfolio of Empower clients.

• Deliver an exceptional client experience by addressing needs related to client onboarding, financial planning, and investor education.

• Conduct comprehensive relationship management through phone, email, and virtual meetings, with engagements being both proactive and reactive.

• Retain assets under management while attracting additional investments through effective communication, proactive education, and unwavering responsiveness.

• Serve as the intermediary between clients and various internal groups/departments within Empower Personal Wealth to assist clients effectively.

• Articulate the ‘Personal Strategy’ investment approach; recommend, implement, and review investment strategies that are in line with clients’ risk tolerance and financial goals, while engaging clients in discussions about their portfolios, market conditions, and economic factors.

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

• Effectively delegate responsibilities, mentor, train, and develop colleagues and resources.

⛳️ Requirements

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

• At least 4 years of relevant experience in financial services.

• Proven experience with direct client interaction, demonstrating a knowledgeable and professional demeanor.

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

• Experience managing a client portfolio in a wealth management context.

• Outstanding ability to conduct effective client consultations—always maintaining composure, professionalism, and adeptness at establishing trust and fostering long-term client relationships.

• Demonstrated capability to manage diverse client needs, meet multi-product objectives, and analyze and present investment portfolios to clients.

• FINRA Series 65 certification is required.

• FINRA fingerprinting will be required upon hiring.

🏝️ 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 wide array of investment choices.

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

• Business-casual work environment with the option to wear jeans.

• Ample paid time off upon hire, which includes 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, including 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 organization and the communities where we live, work, and play; open to all employees.