Senior Wealth Advisor, Practice Lead – Wealth Management
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Job Description
Senior Wealth Advisor leading client relationships within Empower's financial services. Delivering tailored wealth management strategies and guiding clients in making informed financial decisions.
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 enrolled in our Premier and Brokerage services
- Deliver a first-class client experience by leading proactive, personalized conversations that address onboarding, financial planning, and ongoing investment education
- Engage clients through a combination of video conference, email, phone, and meetings in person—balancing proactive outreach with responsive service to meet evolving needs
- Retain and grow assets under management by building trust through clear communication, meaningful education, and thoughtful follow-through
- Guide clients through Empower’s investment strategy, helping them understand and implement portfolio solutions aligned with their goals, risk tolerance, and financial plan
- Deliver holistic financial planning across a wide range of topics, including retirement income strategies, tax-efficient savings, and education planning—partnering with Planning Specialists on more complex planning scenarios
- Coordinate with your advisory team and stakeholders across Empower Personal Wealth to ensure timely and effective resolution of client needs
- Model leadership within the client team by delegating, coaching, and developing colleagues to enhance performance and elevate the client experience
- Willingness and ability to 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 and client experience
- Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required
- FINRA Series 7, 63, and 65 registrations required
- FINRA fingerprinting 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 – 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
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.
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