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

Empower Geographics Inc

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

Job Summary

  • The role serves as a lead advisor within a dedicated client team to build lasting relationships with high-net-worth households.
  • Employees are encouraged to celebrate internal mobility and maintain a flexible work environment focused on well-being.
  • The position offers a $5,000 licensing sign-on bonus for eligible candidates applying between March 25 and April 30.

Matching Summary

The role serves as a lead advisor within a dedicated client team to build lasting relationships with high-net-worth households.

Salary

Base: $87,400 - $123,400; Bonus/Equity: Sales incentives and potential 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
  • Bachelor Degree in Business or related discipline
  • 4+ years financial services client experience

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 required
  • Bachelor's degree in Business or equivalent
  • 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