Private Wealth Advisor (Private Client - Personal Strategy) - Dallas area

Empower • Dallas, TX

11d • $87,400 - $123,400

About The Position

The Private Wealth Advisor (Private Client - Personal Strategy) is an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and Client Experience Specialist, the advisor delivers a high-touch, personalized client experience through relationship management and strategic planning conversations. The role coordinates ongoing financial reviews, supports planning campaigns, and identifies opportunities to deepen relationships and expand wallet share within an elite client base. The ideal candidate lives in and is excited to meet with clients in the Dallas, Texas area.

This detail-oriented and proactive advisor brings financial acumen and curiosity to deliver an experience that is Easy, Personal, and Enlightening. The role supports clients’ financial lives through advice, people, and technology, and contributes to a first-class client experience.

The position provides client onboarding, financial planning, investor education, relationship management, and investment strategy services. It also involves coordinating planning information gathering and milestones, assisting with monthly audit reviews, and collaborating with Portfolio Management on relationship clearance, customization, and client requests.

Requirements

• Bachelor’s degree in Business or a related discipline, or equivalent experience.
• At least 5 years of related work experience in financial services and client experience.
• FINRA Series 65 required.
• FINRA fingerprinting required.
• Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication, interpersonal, organizational, and presentation skills.
• Detail-oriented, proactive, and able to manage multiple time-sensitive tasks simultaneously.
• Strong situational awareness and contextual thinking.
• Ability to deliver effective client consultations, remain composed and professional, establish trust, and build long-term client relationships.
• Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients.
• Proficiency in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems.
• Must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT, is not available.

Nice To Haves

• Prior experience as a high-performing Advisor and Planner in the Personal Strategy solution.
• CFP preferred.

Responsibilities

• Provide a best-in-class client experience through proactive and reactive client engagements related to onboarding, financial planning, and investor education.
• Manage outreach campaigns and financial planning milestones to guide clients through an optimal experience.
• Collaborate with the advisory team to grow and maintain long-term relationships with highly valued clients.
• Identify planning opportunities and coordinate financial planning information gathering.
• Provide comprehensive financial planning services tailored to clients’ individual needs and goals, and present planning deliverables individually or with the advisory team.
• Recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives.
• Stay informed about market trends, economic conditions, and regulatory changes affecting investments.
• Assist with monthly audit reviews in collaboration with EPW stakeholders.
• Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
• 16 hours of paid volunteer time per calendar year.
• Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level