Senior Private Client Advisor - Relationship Management (hybrid)

Empower Geographics Inc

Base: $131,100.00 - $190,125.00; bonus/equity: eli...
Hybrid
10+ years financial services experience
High-net-worth client relationship management
Finra series 65 license required
Empower Geographics Inc is seeking a Senior Private Client Advisor to join their hybrid Relationship Management team. The role involves providing tailored financial advice to high-net-worth clients, focusing on relationship management and client experience without the need for prospecting

Job Summary

  • The role focuses on retaining and growing net assets for high-net-worth clients through proactive, tailored financial advice.
  • Empower offers a flexible work environment with generous benefits including up to 6% 401(k) matching and paid volunteer time.
  • Candidates will serve as the lead advisor within a dedicated team, collaborating with Wealth Advisors and Client Experience Specialists.

Matching Summary

Match Score: 85

Empower Geographics Inc is seeking a Senior Private Client Advisor to join their hybrid Relationship Management team. The role involves providing tailored financial advice to high-net-worth clients, focusing on relationship management and client experience without the need for prospecting.

Salary

Base: $131,100.00 - $190,125.00; Bonus/Equity: Eligible for sales incentives and bonus plans; Benefits: Medical, dental, vision, life insurance, 401(k) match, tuition reimbursement

Skills & Requirements

Must-have

  • 10+ years financial services experience
  • High-net-worth client relationship management
  • FINRA Series 65 license required

Nice-to-have

  • CFP certification strongly preferred
  • Experience with Personal Strategy solution
  • Proven track record in asset retention

Key Requirements

  • Bachelor's degree in business or equivalent
  • FINRA Series 65 license
  • FINRA fingerprinting required
  • 10+ years related work experience

Work Rights

Not specified

Tailored Resume

Cover Letter