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

Empower • Overland Park, KS

2d • $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 households with $1+ million invested in Empower's Premier IRA and Brokerage solutions. The advisor 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 lead advisor within a dedicated client practice team, this role partners with a Private Wealth Advisor and Client Experience Specialist to deliver an exceptional client experience. It provides day-to-day practice leadership through delegation, coaching, colleague development, and coordination of the client experience, but is not a formal people management role.

Requirements

• FINRA Series 7, 63, and 65 registrations.
• FINRA fingerprinting.
• 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.
• 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 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.
• Must be authorized to work for any employer in the U.S.; the employer is unable to sponsor or take over sponsorship of an employment visa, including CPT/OPT.

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 lead advisor within a dedicated client practice team, managing and strengthening relationships with a dedicated book of high-net-worth clients enrolled in Premier and Brokerage solutions.
• Deliver proactive, personalized 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 outreach with responsive service.
• Retain and grow assets under management through relationship management, clear communication, financial education, and consistent follow-through.
• Guide clients through Empower's investment strategy and help them implement portfolio solutions aligned with their goals, objectives, risk tolerance, and financial plans.
• Deliver holistic financial planning across retirement planning and income strategies, tax-efficient investing and savings, income optimization, education planning, and estate planning considerations; partner with Planning Specialists on complex 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 resolve client needs in a timely and effective manner.
• Execute proactive financial planning initiatives and identify opportunities to deepen 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.
• 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: Senior