Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote

Empower Geographics Inc

Remote, , US
Base: $87,400 - $123,400; bonus/equity: sales ince...
Hybrid
Client relationship management
Financial planning and advice
Investment portfolio analysis
The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households

Job Summary

  • The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households.
  • This role requires a natural leader who collaborates closely with a Wealth Advisor and Client Experience Specialist to build lasting client relationships and deliver a first-class client experience.
  • Empower offers diverse benefits including medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, generous paid time off, and paid volunteer time.

Matching Summary

The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households.

Salary

Base: $87,400 - $123,400; Bonus/Equity: Sales incentives and bonus plans possible; Benefits: Medical, dental, vision, life insurance, 401(k) with match, tuition reimbursement, paid time off

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and advice
  • Investment portfolio analysis
  • Proactive client communication
  • Remote work with reliable internet
  • Use of financial software systems

Nice-to-have

  • Strong organizational skills
  • Effective coaching and training
  • Empathy and client-centric approach
  • Presentation and communication skills
  • Internal mobility culture
  • Volunteer and community engagement

Key Requirements

  • Bachelor degree or equivalent experience
  • 4+ years financial services experience
  • FINRA Series 65 license
  • FINRA fingerprinting upon hire
  • Authorized to work in the U.S.

Work Rights

Authorized to work in the U.S., no visa sponsorship available

Tailored Resume

Cover Letter