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

About the role

The Senior Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for moderate- and high-net-worth 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.

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.

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
• Prioritize and analyze client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients

Qualifications

• CFP preferred

What You Will Bring

• Cover letter
• Resume
• References

What We Offer You

• Base Salary Range: $87,400.00 - $123,400.00
• Tuition reimbursement up to $5,250/year
• 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
• 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.

What Will Set You Apart

• Cover letter
• Resume
• References

Equal Opportunity Employer

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply.

Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply.