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

Empower Geographics Inc

Portland, Oregon, US
Base: $114,000.00 - $165,300.00; bonus/equity: sal...
Hybrid
10+ years financial services experience
High-net-worth client relationship management
Finra series 65 license required
The role serves as the lead advisor within a dedicated client practice team, focusing on retaining and growing net assets through proactive, tailored financial advice

Job Summary

  • The role serves as the lead advisor within a dedicated client practice team, focusing on retaining and growing net assets through proactive, tailored financial advice.
  • Empower Geographics Inc offers a flexible work environment that celebrates internal mobility and encourages associates to dedicate thousands of hours to volunteering for causes that matter most.
  • Compensation includes a base salary range of $114,000.00 to $165,300.00 with potential for sales incentives and a comprehensive benefits package including up to 6% 401(k) matching.

Matching Summary

The role serves as the lead advisor within a dedicated client practice team, focusing on retaining and growing net assets through proactive, tailored financial advice.

Salary

Base: $114,000.00 - $165,300.00; Bonus/Equity: Sales incentives and bonus plan available depending on performance; Benefits: Medical, dental, vision, life insurance, 401(k) up to 6% match, tuition reimbursement up to $5,250/year

Skills & Requirements

Must-have

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

Nice-to-have

  • CFP certification preferred
  • Strong situational awareness and contextual thinking
  • Experience with NetX360 and Salesforce systems
  • Proven success in client retention and NPS
  • Ability to coach and develop team resources

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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