Senior Private Wealth Advisor, Practice Lead – Brokerage & Premier IRA

Empower • Overland Park, KS

3d • $114,000 - $165,300 • Hybrid

About The Position

The Senior Private Wealth Advisor, Practice Lead serves as a trusted advisor and primary point of contact for high-net-worth households with $1+ million invested, and that invest in Empower's Premier IRA and Brokerage solutions. This role helps clients achieve long-term financial goals through personalized wealth management, investment strategy, and comprehensive financial planning while retaining and growing client net assets. As the lead advisor within a dedicated client practice team, the Senior Private Wealth Advisor, Practice Lead partners with a Private Wealth Advisor and Client Experience Specialist to deliver an exceptional client experience. While this is not a formal people management role, this position provides day-to-day practice leadership through delegation, coaching, colleague development, and coordination of the client experience.

Requirements

• FINRA Series 7, 63, and 65 registrations required
• FINRA Fingerprinting required
• Bachelor's degree in Business or a related discipline, or equivalent professional experience
• 10+ years of experience in wealth management or private wealth advising high-net-worth clients
• Experience advising high-net-worth households or managing complex wealth management relationships
• Advanced knowledge of wealth management strategies, comprehensive financial planning, investment portfolios, retirement planning, tax-efficient investing, income optimization, and estate planning
• Proven ability to manage multiple client needs, support multi-product goals, and analyze and present investment portfolios and financial strategies
• Demonstrated ability to deliver effective client consultations, establish trust, and build long-term client relationships
• Excellent verbal and written communication, interpersonal, organizational, and presentation skills
• Ability to manage multiple time-sensitive priorities with strong attention to detail, situational awareness, and critical thinking
• Proficiency with or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary financial services and recordkeeping systems

Nice To Haves

• CFP® certification
• Experience advising high-net-worth households with complex, multi-faceted financial planning needs
• Experience driving client retention, asset growth, and increased assets under management within an existing book of wealth management clients
• Experience providing practice leadership, coaching, training, or colleague development within a wealth management or advisory practice

Responsibilities

• Serve as the lead advisor within a dedicated client practice team, partnering with a Private Wealth Advisor and Client Experience Specialist to manage and strengthen relationships with a dedicated book of high-net-worth Empower clients enrolled in Premier and Brokerage solutions
• Deliver proactive, personalized client consultations covering onboarding, comprehensive financial planning, investment strategy, portfolio management, investor education, and ongoing wealth management needs
• Advise clients through video conferences, email, phone, and in-person meetings, balancing proactive client outreach with responsive service
• Retain and grow assets under management (AUM) through proactive relationship management, clear communication, financial education, and consistent follow-through
• Guide clients through Empower's investment strategy and help clients understand and implement portfolio solutions aligned with their financial goals, investment objectives, risk tolerance, and financial plans
• Deliver holistic financial planning across retirement planning, retirement income strategies, tax-efficient investing and savings, income optimization, education planning, and estate planning considerations, partnering with Planning Specialists on complex planning scenarios
• Analyze and present investment portfolios and financial strategies to help clients make informed financial decisions
• Partner with advisory team members and stakeholders across Empower Personal Wealth to coordinate solutions and ensure timely and effective resolution of client needs
• Execute proactive financial planning initiatives and identify opportunities to deepen existing client relationships, increase engagement, retain assets, and grow AUM
• Provide practice leadership by delegating responsibilities and coaching, training, and developing colleagues to enhance team performance and the client experience

Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

What This Job Offers

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