Senior Private Wealth Advisor, Practice Lead - Dallas region

Empower • Dallas, TX

1d • $114,000 - $165,300

About The Position

The Senior Private Wealth Advisor, Practice Lead serves as a trusted advisor and primary point of contact for high-net-worth client households, helping clients achieve long-term financial success. The role focuses on retaining and growing client assets through proactive, tailored financial advice and a highly personal, strategic approach. The advisor leads within a dedicated client practice team that includes a Wealth Advisor and Client Experience Specialist. Although this is not a people-management position, the advisor sets the tone for the team’s client service through empathy, clarity, and insight. Client relationships are managed through phone, email, and virtual meetings, with travel required to meet clients face-to-face. The role is based in the Dallas region, and the ideal candidate lives in metro Dallas and is willing to meet clients in person when needed.

Requirements

• 10+ years of related work experience in financial services and client experience.
• Previous direct client contact experience, with a knowledgeable and professional demeanor.
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication, interpersonal, organizational, and presentation skills; attention to detail; ability to manage multiple time-sensitive tasks; proactive self-starter; 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 proprietary and recordkeeping systems.
• Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention.
• Bachelor’s degree in business or a related discipline, or equivalent experience.
• FINRA Series 65 required.
• FINRA fingerprinting required.
• Willingness and ability to travel to meet clients in person.

Nice To Haves

• CFP strongly preferred.

Responsibilities

• Lead a dedicated client team in building lasting relationships with a book of high-net-worth Empower clients, working closely with a Wealth Advisor and Client Experience Specialist.
• Deliver a first-class client experience across onboarding, financial planning, and investor education, collaborating with advisory resources to maintain and grow long-term relationships.
• Manage client relationships proactively and reactively by phone, email, and virtual meetings.
• Retain assets under management and attract additional assets through diligent communication, proactive education, and responsiveness.
• Act as a liaison between clients and internal Empower Personal Wealth groups and departments.
• Explain the Personal Strategy investment strategy; recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives; and discuss portfolios, markets, and the economy with clients.
• Provide holistic financial planning, including retirement planning, income optimization, tax-advantaged savings, and education planning; collaborate with Financial Planning Specialists on complex issues or comprehensive plans.
• Coordinate client requests with the advisory team and relevant Empower Personal Wealth stakeholders.
• Delegate effectively and coach, train, and develop colleagues and resources.
• Travel to meet clients face-to-face and build strong relationships.

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.
• Business-casual environment with the option to wear jeans.
• Paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
• Paid volunteer time: 16 hours 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.
• Competitive bonus opportunity in addition to base salary.

What This Job Offers

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