Senior Private Wealth Advisor, Practice Lead (personal Strategy) - Seattle Region

Empower Geographics Inc

Seattle, WA, US
Base: $125,400.00 - $181,875.00; bonus/equity: sal...
Hybrid
10+ years financial services experience
Finra series 65 license required
High-net-worth client relationship management
The role serves as a lead advisor within a dedicated client team to help high-net-worth households achieve long-term financial success

Job Summary

  • The role serves as a lead advisor within a dedicated client team to help high-net-worth households achieve long-term financial success.
  • Empower offers a flexible work environment with generous benefits including up to $5,250/year in tuition reimbursement and 16 hours of paid volunteer time.
  • Candidates must be natural leaders who can set the tone for their team by delivering proactive, tailored financial advice through a personal and strategic approach.

Matching Summary

The role serves as a lead advisor within a dedicated client team to help high-net-worth households achieve long-term financial success.

Salary

Base: $125,400.00 - $181,875.00; Bonus/Equity: Sales incentives and bonus plan available; Benefits: Medical, dental, vision, 401(k) match up to 6%, tuition reimbursement

Skills & Requirements

Must-have

  • 10+ years financial services experience
  • FINRA Series 65 license required
  • High-net-worth client relationship management
  • Holistic financial planning expertise
  • Proven asset retention and growth

Nice-to-have

  • CFP certification preferred
  • Strong situational awareness
  • Empathy and clarity in leadership
  • Internal mobility culture
  • Volunteer community engagement

Key Requirements

  • Bachelor's degree or equivalent experience
  • FINRA Series 65 certification
  • 10+ years related work experience
  • FINRA fingerprinting clearance

Work Rights

Not specified

Tailored Resume

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