Senior Wealth Advisor – Practice Lead, Wealth Management, Personal Strategy
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Senior Wealth Advisor providing tailored financial advice to mass affluent households. Leading a dedicated client practice team to enhance client relationships and asset management success.
Responsibilities:
- Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients
- Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education
- Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive
- Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness
- Act as the liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients
- Clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions
- Provide clients with holistic financial planning on a large variety of subjects, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning
- Effectively delegate, coach, train, and develop colleagues and resources
Requirements:
- Bachelor degree in business or related discipline or equivalent experience
- 4+ years related work experience in financial services
- Experience with direct client contact while exhibiting a knowledgeable, professional demeanor
- Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
- Experience managing a book of clients in a wealth management setting
- Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust 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
- FINRA Series 65 required
- FINRA fingerprinting required upon hire.
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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Similar Jobs
Assistant Director, Strategy Measurement
Assistant Director for Strategy Measurement responsible for leading measurement frameworks in a nonprofit addressing housing crises. Collaborating with teams to translate strategic goals into actionable metrics.
Associate Director – Medicaid Entitlement & Coverage Strategy
Director of Medicaid Entitlement & Coverage Strategy leading federal Medicaid changes and compliance at GRT. Overseeing staff training, program outcomes, and coordinating initiatives across states.
Senior Bamboo Bridge Strategy Director
Senior Director for Bamboo Health overseeing strategic initiatives in behavioral health and leveraging AI technology for product innovation. Collaborating cross-functionally to drive product strategy and client engagement.
Manager, Market Strategy – Planning
Manager, Market Strategy & Planning supporting commercial success at PetSafe Brands. Translating data into insights and collaborating with Sales, Product Management, and Product Marketing.
Director, EBO Strategy, Data & Connectivity
Director of EBO Strategy responsible for transforming business growth and customer experience through data and connectivity. Leading product development and strategic partnerships for connected vehicle services.
Senior Programs & Strategy Manager
Senior Programs & Strategy Manager leading event design and content curation to impact AI safety research. Collaborating with key stakeholders to ensure meaningful programming and events.
Sustainability, Environment & Social Value Strategy Lead
Sustainability Lead guiding the external sustainability strategy for Great British Energy. Ensuring compliance with external requirements and championing transparency and strategic alignment.
Strategic Advisory Services Consultant
Strategic Consultant in cybersecurity engaging with clients to enhance security programs and incident responses. Focus on proactive planning and thought leadership in technology-driven environments.
Director, Customer Strategy
Director, Customer Strategy at Convr transforming commercial insurance with AI technology. Drive strategic outcomes and high-value deal expansion in customer experience.
Fraud Strategy Leader
Fraud Strategy Leader at SentiLink responsible for advising on fraud trends and influencing strategy across multiple functions. Bring deep operational expertise in fraud and identity management.
Consultancy for Strategic Plan Development 2027-32
Consultant facilitating World Renew’s strategic planning process for the 2027-32 period. Engaging diverse stakeholders while developing a clear strategic framework for future direction.
Managing Director, Strategic Initiatives
Managing Director at ILO Group leading high-priority strategic initiatives in education strategy and policy. Collaborating with the CEO and senior leadership to drive organizational growth and impact.
Strategy Director
Strategy Director at Airalo shaping strategic direction within the travel-tech industry. Leading projects for growth in the technology and telecommunications sectors remotely in the UK or Spain.
Total Cost of Care Strategy Lead
Total Cost of Care Strategy Lead at Quantum Health driving savings through healthcare cost optimization. Develop models to evaluate cost drivers and support the Embold Health division with actionable insights and strategies.
Senior Power BI, MicroStrategy Consultant
Senior BI Consultant designing, developing, and delivering BI solutions using Power BI and MicroStrategy. Collaborating with stakeholders and data engineering teams for scalable analytics.
Senior Price Realization Strategy Manager
Senior Price Realization Strategy Manager at Twilio driving pricing strategy and analytics to accelerate business growth. Collaborating with various teams to optimize revenue performance across products.
Principal Price Realization Strategy Manager
Principal Price Realization Strategy Manager at Twilio driving pricing strategy and operational execution for monetization initiatives. Collaborating across teams to enhance revenue performance of product portfolio.
Venue Strategy Manager, Global Meetings Management
Venue Strategy Manager at Amgen leading hotel sourcing and venue strategy for U.S. Commercial internal meetings portfolio. Collaborating with stakeholders on venue selection and contractual agreements.
Therapeutic Strategy Director – Internal Medicine
Therapeutic Strategy Director at IQVIA oversees internal medicine programs and client strategies. Collaborating with cross-functional teams to drive business growth and optimize project delivery.
Chief Strategy Officer
Chief Strategy Officer leading Family Promise's strategic initiatives to prevent and end family homelessness. Overseeing growth, partnerships, and data-driven decision-making to drive impact and innovation.