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

Empower

Base: $87,400 - $123,400; bonus/equity: sales ince...
Hybrid
Finra series 7, 63, and 65 registrations
4+ years financial services experience
Bachelor degree in business or related discipline
The role serves as a lead advisor within a dedicated client team to help moderate- and high-net-worth households achieve long-term financial success

Job Summary

  • The role serves as a lead advisor within a dedicated client team to help moderate- and high-net-worth households achieve long-term financial success.
  • Candidates are eligible for a $5,000 licensing sign-on bonus if they apply between March 25 and April 30.
  • The company offers comprehensive benefits including medical, dental, vision, life insurance, and up to 16 hours of paid volunteer time per year.

Matching Summary

The role serves as a lead advisor within a dedicated client team to help moderate- and high-net-worth households achieve long-term financial success.

Salary

Base: $87,400 - $123,400; Bonus/Equity: Sales incentives and discretionary bonus available; Benefits: Medical, dental, vision, 401(k) match up to 6%, tuition reimbursement

Skills & Requirements

Must-have

  • FINRA Series 7, 63, and 65 registrations
  • 4+ years financial services experience
  • Bachelor Degree in Business or related discipline

Nice-to-have

  • CFP certification preferred
  • High performing Financial Advisor background
  • Experience with Premier/Brokerage clients

Key Requirements

  • FINRA Series 7, 63, and 65 licenses
  • 4+ years related work experience
  • Bachelor's degree required
  • Authorized to work in the U.S. without sponsorship

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter