Senior Private Wealth Advisor - Practice Lead

Empower Geographics Inc

Portland, OR, US
Base: $114,000.00 - $165,300.00; bonus/equity: sal...
Hybrid
10+ years financial services experience
Active finra series 65 license required
High net worth client relationship management
The role serves as a lead advisor within a dedicated client team, focusing on retaining and growing net assets for high net worth clients

Job Summary

  • The role serves as a lead advisor within a dedicated client team, focusing on retaining and growing net assets for high net worth clients.
  • Empower offers a flexible work environment that celebrates internal mobility, purpose, well-being, and work-life balance.
  • Compensation includes a base salary range of $114,000.00 to $165,300.00 plus potential sales incentives and comprehensive benefits.

Matching Summary

The role serves as a lead advisor within a dedicated client team, focusing on retaining and growing net assets for high net worth clients.

Salary

Base: $114,000.00 - $165,300.00; Bonus/Equity: Sales incentives and bonus plan eligible; Benefits: Medical, dental, vision, life, 401(k) match up to 6%, tuition reimbursement

Skills & Requirements

Must-have

  • 10+ years financial services experience
  • Active FINRA Series 65 license required
  • High net worth client relationship management
  • Holistic financial planning expertise
  • Investment strategy implementation and review

Nice-to-have

  • CFP certification strongly preferred
  • Experience with internal mobility culture
  • Strong situational awareness and contextual thinking
  • Proven track record in client retention
  • Ability to coach and develop colleagues

Key Requirements

  • Bachelor's degree in business or related discipline
  • 10+ years related work experience in financial services
  • Active FINRA Series 65 license
  • FINRA fingerprinting required
  • CFP certification (preferred)

Work Rights

Not specified

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