Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - N

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to April 30.The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent 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 that is Easy, Personal and Enlightening.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. This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. What You Will DoServe 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 clientsProvide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor educationComprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactiveRetain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsivenessAct as the liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clientsConduct comprehensive relationship management via phone, email, and virtual meetingsRetain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsivenessAct as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clientsClearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussionsProvide clients with holistic financial planning on a large variety of subjects, including retirement planning, income optimization, tax-advantaged savings strategies, and education planningEffectively delegate, coach, train, and develop colleagues and resourcesWhat You Will BringBachelor degree in business or related discipline or equivalent experience4+ years related work experience in financial servicesExperience with direct client contact while exhibiting a knowledgeable, professional demeanorAdvanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planningExperience managing a book of clients in a wealth management settingExceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationshipsProven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clientsFINRA Series 65 requiredFINRA fingerprinting required upon hireWhat will set you apartExcellent verbal and written communication skillsDetail oriented and able to manage many time-sensitive tasks simultaneouslyPro-active self-starter, strong situational awareness and contextual thinkingStrong organizational and presentation skillsProficient in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems#pjpw***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 youWe 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