Senior Wealth Advisor, Practice Lead (Wealth Management - Premier Brokerage)

About this role

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.

Senior Wealth Advisor, Practice Lead The Senior Wealth Advisor, Practice Lead serves as a trusted advisor and primary point of contact for moderate and high-net-worth households, helping clients achieve long-term financial goals through personalized wealth management, investment strategy, and comprehensive financial planning. This role is responsible for retaining and growing client net assets by delivering proactive, strategic financial advice and an exceptional client experience.

As the lead advisor within a dedicated client practice team, the Senior Wealth Advisor, Practice Lead partners closely with a Wealth Advisor and Client Experience Specialist. While this is not a formal people management role, this position provides day-to-day practice leadership through delegation, coaching, colleague development, and coordination of the client experience.

What You Will Do • Serve as the lead advisor within a dedicated client practice team, partnering with a Wealth Advisor and Client Experience Specialist to manage and strengthen relationships with a dedicated book of Empower clients enrolled in Premier and Brokerage services • Deliver proactive, personalized client consultations covering client onboarding, comprehensive financial planning, investment strategy, investor education, and ongoing wealth management needs • Advise clients through video conferences, email, phone, and in-person meetings, balancing proactive client outreach with responsive service • Retain and grow client assets under management (AUM) through relationship management, clear communication, financial education, and consistent follow-through • Recommend and review investment strategies and portfolio decisions aligned with clients' financial goals, risk tolerance, investment objectives, and financial plans • Deliver holistic financial planning across retirement planning, retirement income strategies, tax-efficient investing and savings, education planning, income optimization, and estate planning considerations, partnering with Planning Specialists on complex planning needs • Analyze and present investment portfolios and financial strategies to help clients make informed financial decisions • Partner with advisory team members and stakeholders across Empower Personal Wealth to coordinate solutions and ensure timely and effective resolution of client needs • Provide practice leadership by delegating responsibilities and coaching, training, and developing colleagues to enhance team performance and the client experience • Track and manage client relationship, asset retention, asset growth, and engagement objectives in accordance with established practice goals

What You Will Bring • FINRA Series 7, 63, and 65 registrations required • FINRA Fingerprinting required • Bachelor's degree in Business or a related discipline, or equivalent professional experience • 4+ years of related experience in financial services and client experience, specifically in wealth management, financial advisory, investment advisory, or financial planning • Experience advising moderate and high-net-worth clients or managing complex wealth management relationships • Experience working directly with clients and providing wealth management, investment, or financial planning guidance • Advanced knowledge of wealth management strategies, comprehensive financial planning, investment portfolios, retirement planning, tax-efficient investing, income optimization, and estate planning • Demonstrated ability to deliver effective client consultations, establish trust, and build long-term client relationships • Proven ability to manage multiple client needs, deliver against multi-product goals, and analyze and present investment portfolios • Excellent verbal and written communication, interpersonal, organizational, and presentation skills • Ability to manage multiple time-sensitive priorities with strong attention to detail, situational awareness, and critical thinking • Proactive, self-directed approach to managing client relationships and practice responsibilities • Experience using financial planning software, portfolio management platforms, customer relationship management (CRM) (e.g. Salesforce) systems, and client relationship technology

What Will Set You Apart • Certified Financial Planner (CFP®) certification • Experience providing informal leadership, coaching, training, or colleague development within a wealth management or advisory practice

***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 t

Similar jobs

• Senior Wealth Advisor, Wealth Management — Choreo · Madison, WI
• Senior Private Wealth Advisor, Practice Lead – Brokerage & Premier IRA — Empower · Remote
• Senior Wealth Advisor — Mariner · Austin, TX
• Senior Wealth Advisor — Mariner · New York, NY
• Senior Wealth Advisor — Columbiabank · Irvine, California | Walnut Creek, California | San Diego Downtown
• Senior Wealth Advisor — Vanguard · Miami, FL
• Senior Wealth Advisor — Vanguard · Charlotte, NC | Dallas/Ft. Worth, TX | Malvern, PA
• Senior Wealth Advisor — Vanguard · Tampa, FL