The Senior Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for moderate- and high-net-worth households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach.

This role requires a natural leader-someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience.

Guide clients through portfolio strategy conversations and financial planning decisions that align with their long-term goals. By building trust and delivering a consistently exceptional experience, you'll deepen relationships, increase engagement, and strengthen net asset retention and growth.

What You Will Do

• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients enrolled in our Premier and Brokerage services
• Deliver a first-class client experience by leading proactive, personalized conversations that address onboarding, financial planning, and ongoing investment education
• Engage clients through a combination of video conference, email, phone, and meetings in person-balancing proactive outreach with responsive service to meet evolving needs
• Retain and grow assets under management by building trust through clear communication, meaningful education, and thoughtful follow-through
• Guide clients through Empower's investment strategy, helping them understand and implement portfolio solutions aligned with their goals, risk tolerance, and financial plan
• Deliver holistic financial planning across a wide range of topics, including retirement income strategies, tax-efficient savings, and education planning-partnering with Planning Specialists on more complex planning scenarios
• Coordinate with your advisory team and stakeholders across Empower Personal Wealth to ensure timely and effective resolution of client needs
• Model leadership within the client team by delegating, coaching, and developing colleagues to enhance performance and elevate the client experience
• Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.

What You Will Bring

• Bachelor Degree in Business or related discipline or equivalent experience
• 4+ years related work experience in financial services and client experience
• Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required
• FINRA Series 7, 63, and 65 registrations required
• FINRA fingerprinting required
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills
• Exceptional at delivering effective client consultations - always composed, professional, and skilled at establishing trust and building long-term client relationships
• Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients

What Will Set You Apart

• CFP preferred

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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.

Base Salary Range
$87,400.00 - $123,400.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:
07-31-2026

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