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Senior Private Wealth Advisor, Practice Lead – Personal Strategy
Location
Texas
Posted
2 days ago
Salary
$114K - $165.3K / year
Seniority
Senior
Job Description
Senior Private Wealth Advisor, Practice Lead – Personal Strategy
Empower
• 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.
Job Requirements
- Bachelor’s degree in business or related discipline or equivalent experience
- 10+ years related work experience in financial services and client experience in a Wealth Advisor capacity
- 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
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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