Senior Private Wealth Advisor - Practice Lead

Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success. The role focuses on retaining and growing net assets by providing proactive, personalized financial advice. What You Will Do Serve as the lead advisor within a dedicated client team, building lasting relationships with a dedicated book of high net worth Empower clients. Provide a first‑class client experience through onboarding, financial planning, and investor education. Manage relationships through phone, email, and virtual meetings. Retain assets under management and acquire additional assets through diligent communication and proactive education. Act as liaison between clients and internal groups/departments within Empower Personal Wealth. Represent the ‘Personal Strategy' investment strategy; recommend, implement, and review investment strategies aligned with clients’ risk tolerance and objectives, engaging clients on portfolio and market discussions. Provide holistic financial planning across retirement, income optimization, tax‑advantaged savings, and education planning. Effectively delegate, coach, train, and develop colleagues. Travel as needed to meet clients face‑to‑face and build 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 client‑contact experience with a professional demeanor. Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning. Proven ability to navigate multiple client needs, deliver multi‑product goals, and analyze and present investment portfolios. Demonstrated success with high‑net‑worth clients, complicated planning, net promoter score, and client retention. Active FINRA Series 65 license. FINRA fingerprinting. What Will Set You Apart CFP certification preferred. Exceptional client consultation skills and ability to establish trust. Excellent verbal and written communication skills. Strong skills in managing time‑sensitive tasks, proactive, situational awareness, organizational and presentation skills. Required Authorization Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over employment visa sponsorship at this time, including CPT/OPT. What We Offer You Medical, dental, vision, and life insurance. Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) and financial advisory services. Tuition reimbursement up to $5,250 per year. Business‑casual environment, including option to wear jeans. Generous paid time off upon hire, including paid time off program plus ten paid company holidays and three floating holidays each calendar year. Paid volunteer time – 16 hours per year. Leave of absence programs – paid parental leave, paid short‑ and long‑term disability, and FMLA. Business Resource Groups that promote inclusion and collaboration. Base Salary Range $125,400.00 – $181,875.00 Base salary ranges reflect typical minimum to maximum base salary for this position in the location listed. Additional compensation may be earned through bonus or sales incentive plans. Equal Opportunity Employer 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, 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. #J-18808-Ljbffr