Senior Private Wealth Advisor, Practice Lead
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Job Description
Senior Private Wealth Advisor leading Dallas high-net-worth client practices for Empower. Delivering financial planning, investment guidance, and relationship management to help clients achieve financial freedom.
Responsibilities:
- Serve as the lead advisor within a dedicated client team with a Wealth Advisor and Client Experience Specialist
- Build lasting relationships with a dedicated book of high-net-worth Empower clients
- Provide client service for onboarding, financial planning, and investor education
- Manage client relationships by phone, email, and virtual meetings, both proactively and reactively
- Retain assets under management and garner additional assets through communication and education
- Act as liaison between clients and internal Empower Personal Wealth groups and departments
- Explain the Personal Strategy investment strategy and recommend, implement, and review strategies aligned with client risk tolerance and financial objectives
- Engage clients on portfolio, market, and economic discussions
- Provide holistic financial planning covering retirement planning, income optimization, tax-advantaged savings strategies, and education planning
- Collaborate with Financial Planning Specialists on complex issues and comprehensive plans
- Coordinate with advisory team and EPW stakeholders on client-related requests
- Delegate, coach, train, and develop colleagues and resources
- Travel to meet clients face-to-face and build relationships
Requirements:
- 10+ years related work experience in financial services and client experience
- Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required
- Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
- Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills
- Exceptional at delivering effective client consultations and building long-term client relationships
- Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
- Proficient in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
- Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention
- Bachelor’s degree in business or related discipline or equivalent experience
- FINRA Series 65 required
- FINRA fingerprinting required
- CFP strongly preferred
- Must reside within the Dallas territory
- Reliable high-speed internet with a wired connection and a suitable home workspace
Benefits:
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 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) open to all
- Flexible work environment
- Remote work arrangement within the territory
- Necessary computer equipment provided
- Competitive bonus opportunity in addition to base salary
- Sales incentives and, in some instances, a bonus plan
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