Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, this role will help deliver a high-touch, highly personalized experience designed to support our clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. The role will coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology. This is an opportunity to play a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve. What You Will Do - Provide a best-in-class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education. - Lead clients through optimal experience by effective management of outreach campaigns and Financial Planning milestones. - Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients - Identify and drive planning opportunities and coordinate financial planning information gathering - Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals. Present planning deliverables individually or alongside your advisory team. - Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Remain informed about market trends, economic conditions, and regulatory changes impacting investments. - Assist with monthly audit reviews in collaboration with various EPW stakeholders. - Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests. What You Will Bring - Bachelor Degree in Business or related discipline or equivalent experience - 4+ years related work experience in financial services and customer experience - FINRA Series 65 required - FINRA fingerprinting required - Sufficient 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. - Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems. ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - 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. Base Salary Range $65,600.00 - $92,675.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-04-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Chicago region. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening. This role requires a natural leader—someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. What You Will Do - 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 - Conduct comprehensive relationship management via phone, email, and virtual meetings - Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness - Act as 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 - Travel to meet with clients face-to-face and build strong relationships What You Will Bring - 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 - Ability to meet clients in person in the Chicago region What will set you apart - Excellent verbal and written communication skills - Detail oriented and able to manage many time-sensitive tasks simultaneously - Pro-active self-starter, strong situational awareness and contextual thinking - Strong organizational and presentation skills - Proficient in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems - CFP Preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - 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. Base Salary Range $91,700.00 - $129,575.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-04-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Wealth Advisor is an essential member of a dedicated client practice team servicing Empower Personal Strategy clients who reside in the Chicago area. In partnership with the Practice Lead and the Client Experience Specialist, this role will help deliver a high-touch, highly personalized experience designed to support our clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations. The role will coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology. What You Will Do - Provide a best-in-class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education - Lead clients through optimal experience by effective management of outreach campaigns and Financial Planning milestones - Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients - Identify and drive planning opportunities and coordinate financial planning information gathering - Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals. Present planning deliverables individually or alongside your advisory team - Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Remain informed about market trends, economic conditions, and regulatory changes impacting investments - Assist with monthly audit reviews in collaboration with various EPW stakeholders - Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests What You Will Bring - Bachelor degree in Business or related discipline or equivalent experience - 4+ years related work experience in financial services - Demonstrated knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning - Experience managing a book of clients in the wealth management arena - Detail oriented and able to manage many time-sensitive tasks simultaneously - 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 - FINRA Series 65 required - FINRA fingerprinting required upon hire - Ability to meet clients in person in the Greater Chicago area What will set you apart - Ability to thrive in a fast-paced, growing and evolving business - Excellent verbal and written communication skills - Pro-active self-starter, strong situational awareness and contextual thinking - Proficient in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems - CFP preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - 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. Base Salary Range $68,900.00 - $97,325.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-04-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Ideal candidate lives in the metro Dallas or Houston areas and is excited to meet with clients in person, if needed. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach. At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Sr. Private Wealth Advisor – Practice Lead, you bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening. This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. What You Will Do - 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 high net worth Empower clients - Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients - 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 liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients. - An ability to 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 areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans. - Effectively coordinate with advisory team and various EPW stakeholders for client-related requests. - Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources. - Travel required to meet with clients face-to-face and build strong relationships. What You Will Bring - Bachelor’s degree in business or related discipline or equivalent experience - 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. - FINRA Series 65 required - FINRA fingerprinting required - CFP strongly preferred - 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 - 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 What Will Set You Apart - Prior experience as a high performing Advisor & Planner in the Personal Strategy solution #pjpw What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - 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. Base Salary Range $114,000.00 - $165,300.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-04-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.