Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Chicago Region

Empower

Chicago, USA
Base: $91,700.00 - $129,575.00; bonus/equity: not ...
Hybrid
Client relationship management
Financial planning
Investment strategy
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

Job Summary

  • 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.
  • 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 that is Easy, Personal and Enlightening.
  • We offer an array of diverse and inclusive benefits regardless of where you are in your career.

Matching Summary

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.

Salary

Base: $91,700.00 - $129,575.00; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, life insurance, 401(k) with match, tuition reimbursement

Skills & Requirements

Must-have

  • client relationship management
  • financial planning
  • investment strategy
  • client onboarding
  • investor education

Nice-to-have

  • empathy and clarity
  • situational awareness
  • contextual thinking
  • pro-active self-starter

Key Requirements

  • 4+ years related work experience
  • FINRA Series 65 required
  • FINRA fingerprinting required
  • Bachelor degree or equivalent experience
  • Ability to meet clients in person

Work Rights

Authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter